Horst & Graben Wealth Management LLC Ishares Morningstar Value ETF Transaction History
Horst & Graben Wealth Management LLC
- $542 Million
- Q4 2024
A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 7,736 shares of ILCV stock, worth $623,289. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,736
Previous 7,291
6.1%
Holding current value
$623,289
Previous $599,000
4.51%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding ILCV
# of Institutions
161Shares Held
9.02MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY924KShares$74.4 Million0.74% of portfolio
-
Bank Of America Corp Charlotte, NC759KShares$61.1 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA691KShares$55.7 Million2.93% of portfolio
-
Matrix Trust CO690KShares$55.6 Million9.47% of portfolio
-
Ubs Group Ag503KShares$40.5 Million0.01% of portfolio