Mutual Advisors, LLC Ishares Morningstar U.S. Equit Transaction History

Mutual Advisors, LLC

$4.2 Billion
Q3 2025

A detailed history of Mutual Advisors, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Mutual Advisors, LLC holds 5,148 shares of ILCB stock, worth $479,433. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,148

Previous 2,940 75.1%

Holding current value

$479,433

Previous $252,000 88.49%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$85.66 - $92.67 $189,137 - $204,615	2,208 Added 75.1%	5,148 $475,000
Q1 2024 May 02, 2024	BUY	$64.54 - $72.47 $189,747 - $213,061	2,940 New	2,940 $213,000
Q1 2021 May 13, 2021	SELL	$53.07 - $56.13 $147,322 - $155,816	-2,776 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$46.96 - $54.2 $9,016 - $10,406	-192 Reduced 6.47%	2,776 $602,000
Q3 2020 Nov 13, 2020	BUY	$43.89 - $51.72 $833 - $982	19 Added 0.64%	2,968 $579,000

Q2 2020 Aug 05, 2020	SELL	$35.01 - $45.88 $230,400 - $301,936	-6,581 Reduced 69.06%	2,949 $515,000
Q1 2020 May 13, 2020	BUY	$31.37 - $48.49 $256,324 - $396,211	8,171 Added 601.25%	9,530 $1.4 Million
Q4 2019 Feb 11, 2020	BUY	$40.83 - $46.21 $2,572 - $2,911	63 Added 4.86%	1,359 $251,000
Q3 2019 Nov 01, 2019	BUY	$41.69 - $42.7 $54,030 - $55,339	1,296 New	1,296 $218,000

Others Institutions Holding ILCB

# of Institutions

194

Shares Held

5.65M

Call Options Held

Put Options Held

View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

More about ILCB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Ishares Morningstar U.S. Equit Transaction History