Legacy Investment Solutions, LLC Ishares Morningstar Value ETF Transaction History

Legacy Investment Solutions, LLC

$139 Million
Q4 2024

A detailed history of Legacy Investment Solutions, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 3 shares of ILCV stock, worth $243. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$243

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$80.23 - $85.43 $240 - $256	3 New	3 $0

Others Institutions Holding ILCV

# of Institutions

155

Shares Held

8.97M

Call Options Held

117K

Put Options Held

Equitable Holdings, Inc. New York, NY

924K
Shares

$75 Million
0.74% of portfolio
Bank Of America Corp Charlotte, NC

759K
Shares

$61.6 Million
0.01% of portfolio
Steele Capital Management, Inc. Dubuque, IA

690K
Shares

$56 Million
2.91% of portfolio
Matrix Trust CO

689K
Shares

$55.9 Million
9.7% of portfolio
Ubs Group Ag

503K
Shares

$40.8 Million
0.01% of portfolio

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About ISHARES MORNINGSTAR VALUE ETF

Ticker ILCV
Sector ETFs
Industry ETFs

More about ILCV

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Legacy Investment Solutions, LLC Ishares Morningstar Value ETF Transaction History