Krilogy Financial LLC Ishares Morningstar U.S. Equit Transaction History

Krilogy Financial LLC

$1.39 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-507 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	507 New	507 $85,000

Others Institutions Holding ILCB

# of Institutions

191

Shares Held

6.99M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.26M
Shares

$91.8 Million
0.04% of portfolio
Advisor Shares Investments LLC Bethesda, MD

506K
Shares

$36.8 Million
8.19% of portfolio
Morgan Stanley New York, NY

499K
Shares

$36.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

494K
Shares

$36 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

406K
Shares

$29.5 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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