Surevest, LLC Ishares Morningstar U.S. Equit Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Surevest, LLC holds 121,659 shares of ILCB stock, worth $8.85 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
121,659
Previous 113,349 7.33%
Holding current value
$8.85 Million
Previous $5.89 Million 2.02%
% of portfolio
1.63%
Previous 1.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$49.39 - $59.48 $410,430 - $494,278
8,310 Added 7.33%
121,659 $6.01 Million
Q2 2022

Aug 15, 2022
BUY
$50.32 - $63.49 $168,622 - $212,754
3,351 Added 3.05%
113,349 $5.89 Million
Q1 2022

May 16, 2022
BUY
$57.72 - $66.76 $6.01 Million - $6.95 Million
104,046 Added 1748.08%
109,998 $6.91 Million
Q4 2021

Feb 11, 2022
BUY
$60.52 - $66.81 $360,215 - $397,653
5,952 New
5,952 $395,000

Others Institutions Holding ILCB

# of Institutions
195
Shares Held
7M
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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