Modern Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Modern Wealth Management, LLC holds 29,463 shares of ILCB stock, worth $2.74 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
29,463
Previous 30,777 4.27%
Holding current value
$2.74 Million
Previous $2.64 Million 103042.8%
% of portfolio
0.05%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$85.66 - $92.67 $112,557 - $121,768
-1,314 Reduced 4.27%
29,463 $2.72 Billion
Q2 2025

Aug 14, 2025
BUY
$68.63 - $85.78 $2.11 Million - $2.64 Million
30,777 New
30,777 $2.64 Million

Others Institutions Holding ILCB

# of Institutions
194
Shares Held
5.64M
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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