Kestra Advisory Services, LLC Ishares Morningstar U.S. Equit Transaction History

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 10,483 shares of ILCB stock, worth $976,281. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,483
Previous 8,408 24.68%
Holding current value
$976,281
Previous $721,000 34.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
$85.66 - $92.67 $177,744 - $192,290
2,075 Added 24.68%
10,483 $968,000
Q2 2025

Aug 14, 2025
BUY
$68.63 - $85.78 $16,402 - $20,501
239 Added 2.93%
8,408 $721,000
Q1 2025

May 14, 2025
BUY
$76.17 - $85.05 $352,667 - $393,781
4,630 Added 130.83%
8,169 $631,000
Q4 2024

Feb 10, 2025
SELL
$78.43 - $84.56 $92,625 - $99,865
-1,181 Reduced 25.02%
3,539 $287,000
Q3 2024

Nov 13, 2024
BUY
$71.38 - $79.23 $999 - $1,109
14 Added 0.3%
4,720 $373,000
Q2 2024

Aug 14, 2024
SELL
$68.51 - $75.47 $31,857 - $35,093
-465 Reduced 8.99%
4,706 $353,000
Q1 2024

May 15, 2024
BUY
$64.54 - $72.47 $88,677 - $99,573
1,374 Added 36.19%
5,171 $374,000
Q4 2023

Feb 14, 2024
BUY
$56.59 - $65.96 $214,872 - $250,450
3,797 New
3,797 $249,000
Q4 2021

Jan 20, 2022
SELL
$60.52 - $66.81 $364,814 - $402,730
-6,028 Closed
0 $0
Q3 2021

Oct 19, 2021
SELL
$60.03 - $64.12 $780 - $833
-13 Reduced 0.22%
6,028 $0
Q2 2021

Jul 28, 2021
BUY
$56.68 - $60.74 $231,651 - $248,244
4,087 Added 209.16%
6,041 $0
Q1 2021

May 10, 2021
SELL
$53.07 - $56.13 $248,686 - $263,025
-4,686 Reduced 70.57%
1,954 $0
Q4 2020

Jan 20, 2021
BUY
$46.96 - $54.2 $308,715 - $356,310
6,574 Added 9960.61%
6,640 $1.43 Billion
Q3 2020

Nov 12, 2020
BUY
$43.89 - $51.72 $2,896 - $3,413
66 New
66 $854 Million

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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