Sandy Cove Advisors, LLC Ishares Morningstar U.S. Equit Transaction History

Sandy Cove Advisors, LLC

$253 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$50.32 - $63.49 $15,850 - $19,999	-315 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$57.72 - $66.76 $18,181 - $21,029	315 New	315 $20,000

Others Institutions Holding ILCB

# of Institutions

191

Shares Held

7.02M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.26M
Shares

$107 Million
0.04% of portfolio
Advisor Shares Investments LLC Bethesda, MD

506K
Shares

$42.9 Million
8.19% of portfolio
Morgan Stanley New York, NY

499K
Shares

$42.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

494K
Shares

$41.9 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

406K
Shares

$34.4 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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