Lutz Financial Services LLC Ishares Morningstar U.S. Equit Transaction History

Lutz Financial Services LLC

$1.38 Billion
Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,306 shares of ILCB stock, worth $307,887. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,306

Previous 3,356 1.49%

Holding current value

$307,887

Previous $287,000 6.27%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$85.66 - $92.67 $4,283 - $4,633	-50 Reduced 1.49%	3,306 $305,000
Q4 2023 Feb 07, 2024	BUY	$56.59 - $65.96 $189,916 - $221,361	3,356 New	3,356 $220,000
Q2 2023 Aug 07, 2023	BUY	$55.57 - $61.08 $186,492 - $204,984	3,356 New	3,356 $204,000
Q2 2022 Jul 20, 2022	SELL	$50.32 - $63.49 $168,370 - $212,437	-3,346 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$57.72 - $66.76 $577 - $667	10 Added 0.3%	3,346 $210,000

Q4 2021 Jan 19, 2022	BUY	$60.52 - $66.81 $726 - $801	12 Added 0.36%	3,336 $222,000
Q3 2021 Oct 27, 2021	BUY	$60.03 - $64.12 $720 - $769	12 Added 0.36%	3,324 $202,000
Q2 2021 Jul 26, 2021	BUY	$56.68 - $60.74 $187,724 - $201,170	3,312 New	3,312 $201,000

Others Institutions Holding ILCB

# of Institutions

198

Shares Held

5.7M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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Lutz Financial Services LLC Ishares Morningstar U.S. Equit Transaction History