Spire Wealth Management Ishares Morningstar U.S. Equit Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 26, 2021	SELL	$56.68 - $60.74 $3,967 - $4,251	-70 Closed	0 $0
Q1 2021 May 21, 2021	BUY	$53.07 - $56.13 $3,714 - $3,929	70 New	70 $16,000

Others Institutions Holding ILCB

# of Institutions

189

Shares Held

5.78M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

509K
Shares

$42.5 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$36.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$34.5 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$31 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$30.4 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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