Integrated Wealth Concepts LLC Ishares Morningstar U.S. Equit Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,697 shares of ILCB stock, worth $251,171. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,697
Previous 2,769 2.6%
Holding current value
$251,171
Previous $237,000 5.06%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$85.66 - $92.67 $6,167 - $6,672
-72 Reduced 2.6%
2,697 $249,000
Q1 2025

May 15, 2025
BUY
$76.17 - $85.05 $210,914 - $235,503
2,769 New
2,769 $213,000
Q4 2019

Feb 20, 2020
SELL
$40.83 - $46.21 $54,712 - $61,921
-1,340 Closed
0 $0
Q3 2019

Nov 15, 2019
BUY
$41.69 - $42.7 $55,864 - $57,218
1,340 New
1,340 $225,000

Others Institutions Holding ILCB

# of Institutions
194
Shares Held
5.65M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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