Stifel Financial Corp Ishares Morningstar U.S. Equit Transaction History

Stifel Financial Corp

  • $106 Billion
  • Q3 2025

A detailed history of Stifel Financial Corp transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Stifel Financial Corp holds 8,817 shares of ILCB stock, worth $821,127. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,817
Previous 5,848 50.77%
Holding current value
$821,127
Previous $501,000 62.48%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$85.66 - $92.67 $254,324 - $275,137
2,969 Added 50.77%
8,817 $814,000
Q2 2025

Aug 14, 2025
BUY
$68.63 - $85.78 $12,353 - $15,440
180 Added 3.18%
5,848 $501,000
Q1 2025

May 13, 2025
SELL
$76.17 - $85.05 $315,267 - $352,021
-4,139 Reduced 42.2%
5,668 $437,000
Q4 2024

Feb 13, 2025
BUY
$78.43 - $84.56 $50,901 - $54,879
649 Added 7.09%
9,807 $795,000
Q3 2024

Nov 14, 2024
BUY
$71.38 - $79.23 $199,792 - $221,764
2,799 Added 44.02%
9,158 $725,000
Q2 2024

Aug 13, 2024
BUY
$68.51 - $75.47 $243,141 - $267,843
3,549 Added 126.3%
6,359 $478,000
Q1 2024

May 13, 2024
SELL
$64.54 - $72.47 $26,009 - $29,205
-403 Reduced 12.54%
2,810 $203,000
Q4 2023

Feb 12, 2024
BUY
$56.59 - $65.96 $181,823 - $211,929
3,213 New
3,213 $211,000
Q2 2023

Aug 14, 2023
BUY
$55.57 - $61.08 $188,437 - $207,122
3,391 New
3,391 $207,000
Q2 2022

Aug 15, 2022
SELL
$50.32 - $63.49 $167,968 - $211,929
-3,338 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$57.72 - $66.76 $86,464 - $100,006
-1,498 Reduced 30.98%
3,338 $210,000
Q4 2021

Feb 14, 2022
SELL
$60.52 - $66.81 $3,631 - $4,008
-60 Reduced 1.23%
4,836 $321,000
Q3 2021

Nov 15, 2021
SELL
$60.03 - $64.12 $70,535 - $75,341
-1,175 Reduced 19.35%
4,896 $297,000
Q2 2021

Aug 13, 2021
BUY
$56.68 - $60.74 $258,064 - $276,549
4,553 Added 299.93%
6,071 $369,000
Q1 2021

May 14, 2021
SELL
$53.07 - $56.13 $106 - $112
-2 Reduced 0.13%
1,518 $340,000
Q4 2020

Feb 12, 2021
BUY
$46.96 - $54.2 $93 - $108
2 Added 0.13%
1,520 $330,000
Q3 2020

Nov 16, 2020
SELL
$43.89 - $51.72 $7,373 - $8,688
-168 Reduced 9.96%
1,518 $296,000
Q2 2020

Aug 14, 2020
SELL
$35.01 - $45.88 $2,625 - $3,441
-75 Reduced 4.26%
1,686 $294,000
Q1 2020

May 14, 2020
BUY
$31.37 - $48.49 $9,881 - $15,274
315 Added 21.78%
1,761 $258,000
Q4 2019

Feb 13, 2020
SELL
$40.83 - $46.21 $6,655 - $7,532
-163 Reduced 10.13%
1,446 $267,000
Q3 2019

Nov 13, 2019
BUY
$41.69 - $42.7 $67,079 - $68,704
1,609 New
1,609 $271,000

Others Institutions Holding ILCB

# of Institutions
194
Shares Held
5.65M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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