Wealth Bridge Capital Management, LLC Ishares Morningstar Value ETF Transaction History

Wealth Bridge Capital Management, LLC

  • $414 Million
  • Q3 2025

A detailed history of Wealth Bridge Capital Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 3,680 shares of ILCV stock, worth $338,633. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,680
Previous 3,680 -0.0%
Holding current value
$338,633
Previous $306,000 8.17%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 16, 2021
BUY
$61.94 - $65.62 $113,969 - $120,740
1,840 Added 100.0%
3,680 $238,000
Q4 2020

Feb 12, 2021
BUY
$47.6 - $56.67 $87,584 - $104,272
1,840 New
1,840 $207,000
Q1 2020

May 15, 2020
SELL
$37.99 - $58.92 $69,901 - $108,412
-1,840 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$54.83 - $55.77 $100,887 - $102,616
1,840 New
1,840 $203,000
Q2 2019

Aug 13, 2019
SELL
N/A
-1,840 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
1,840 New
1,840 $177,000

Others Institutions Holding ILCV

# of Institutions
190
Shares Held
9.48M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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