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

Tyler Stone Wealth Management

$580 Million
Q2 2025

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 9,346 shares of ILCB stock, worth $870,392. This represents 0.14% of its overall portfolio holdings.

Number of Shares

9,346

Previous 8,887 5.16%

Holding current value

$870,392

Previous $686,000 16.76%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$68.63 - $85.78 $31,501 - $39,373	459 Added 5.16%	9,346 $801,000
Q1 2025 May 13, 2025	BUY	$76.17 - $85.05 $38,313 - $42,780	503 Added 6.0%	8,887 $686,000
Q4 2024 Feb 11, 2025	BUY	$78.43 - $84.56 $16,156 - $17,419	206 Added 2.52%	8,384 $680,000
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

197

Shares Held

5.7M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

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