Tyler Stone Wealth Management Ishares Morningstar U.S. Equit Transaction History

Tyler Stone Wealth Management

  • $510 Million
  • Q3 2024

A detailed history of Tyler Stone Wealth Management transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Tyler Stone Wealth Management holds 8,178 shares of ILCB stock, worth $681,472. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,178
Previous 4,084 100.24%
Holding current value
$681,472
Previous $306,000 111.44%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$71.38 - $79.23 $292,229 - $324,367
4,094 Added 100.24%
8,178 $647,000
Q1 2024

May 15, 2024
BUY
$64.54 - $72.47 $51,632 - $57,976
800 Added 24.36%
4,084 $295,000
Q4 2022

Feb 14, 2023
BUY
$49.24 - $56.14 $17,726 - $20,210
360 Added 12.31%
3,284 $173,000
Q4 2021

Feb 22, 2022
BUY
$60.52 - $66.81 $176,960 - $195,352
2,924 New
2,924 $194,000

Others Institutions Holding ILCB

# of Institutions
180
Shares Held
5.62M
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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