Wealthquest Corp Ishares Morningstar U.S. Equit Transaction History

Wealthquest Corp

  • $897 Million
  • Q3 2024

A detailed history of Wealthquest Corp transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Wealthquest Corp holds 2,707 shares of ILCB stock, worth $225,574. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,707
Previous 3,168 14.55%
Holding current value
$225,574
Previous $238,000 10.08%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Nov 21, 2024
SELL
$71.38 - $79.23 $32,906 - $36,525
-461 Reduced 14.55%
2,707 $214,000
Q2 2024

Aug 26, 2024
SELL
$68.51 - $75.47 $11,098 - $12,226
-162 Reduced 4.86%
3,168 $238,000
Q1 2024

May 09, 2024
SELL
$64.54 - $72.47 $56,601 - $63,556
-877 Reduced 20.85%
3,330 $241,000
Q4 2023

Feb 15, 2024
SELL
$56.59 - $65.96 $87,657 - $102,172
-1,549 Reduced 26.91%
4,207 $276,000
Q3 2023

Nov 15, 2023
SELL
$58.68 - $63.17 $11,031 - $11,875
-188 Reduced 3.16%
5,756 $339,000
Q2 2023

Aug 14, 2023
SELL
$55.57 - $61.08 $366,595 - $402,944
-6,597 Reduced 52.6%
5,944 $363,000
Q1 2023

May 04, 2023
SELL
$52.17 - $57.5 $18,989 - $20,930
-364 Reduced 2.82%
12,541 $707,000
Q4 2022

Feb 10, 2023
SELL
$49.24 - $56.14 $1.22 Million - $1.39 Million
-24,835 Reduced 65.81%
12,905 $679,000
Q3 2022

Nov 08, 2022
SELL
$49.39 - $59.48 $10 Million - $12 Million
-202,476 Reduced 84.29%
37,740 $1.86 Million
Q2 2022

Aug 12, 2022
BUY
$50.32 - $63.49 $12.1 Million - $15.3 Million
240,216 New
240,216 $12.5 Million

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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