Institute For Wealth Management, Llc. Ishares Morningstar Value ETF Transaction History
Institute For Wealth Management, Llc.
- $874 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
189Shares Held
9.51MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY879KShares$75.4 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC792KShares$67.9 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA703KShares$60.2 Million2.81% of portfolio
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Matrix Trust CO700KShares$60 Million9.3% of portfolio
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Lpl Financial LLC Fort Mill, SC527KShares$45.2 Million0.02% of portfolio