Legacy Wealth Managment, Llc/Id Ishares Morningstar Value ETF Transaction History

Legacy Wealth Managment, Llc/Id

$139 Million
Q4 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 3 shares of ILCV stock, worth $253. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$253

% 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

8.94M

Call Options Held

117K

Put Options Held

Equitable Holdings, Inc. New York, NY

924K
Shares

$78.1 Million
0.74% of portfolio
Bank Of America Corp Charlotte, NC

759K
Shares

$64.1 Million
0.01% of portfolio
Steele Capital Management, Inc. Dubuque, IA

690K
Shares

$58.3 Million
2.91% of portfolio
Matrix Trust CO

689K
Shares

$58.2 Million
9.7% of portfolio
Ubs Group Ag

503K
Shares

$42.5 Million
0.01% of portfolio

View Full List

About ISHARES MORNINGSTAR VALUE ETF

Ticker ILCV
Sector ETFs
Industry ETFs

More about ILCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Account

Legacy Wealth Managment, Llc/Id Ishares Morningstar Value ETF Transaction History