Ameritas Investment Company’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Ameritas Investment Company’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$425K	Buy	7,001 +1,902	+37%	+$119K	0.02%	453
2021 Q2	$425K	Buy	5,099 +4,183	+457%	+$247K	0.02%	457
2021 Q1	$51.4K	Sell	916 -5,996	-87%	-$330K	﹤0.01%	950
2020 Q4	$375K	Buy	6,912 +88	+1%	+$4.5K	0.07%	268
2020 Q3	$298K	Hold	6,824	–	–	0.09%	234
2020 Q2	$298K	Buy	6,824 +1,536	+29%	+$63.5K	0.09%	240
2020 Q1	$194K	Buy	5,288 +480	+10%	+$21K	0.03%	351
2019 Q4	$222K	Buy	4,808 +2,976	+162%	+$130K	0.05%	316
2019 Q3	$77K	Buy	+1,832	New	+$76.2K	0.02%	548

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameritas Investment Company's ILCB Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares Morningstar US Equity ETF (ILCB) stake by 37% in Q3 2021, buying an estimated $119K and bringing the position to 7,001 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #453.

Ameritas Investment Company first reported a position in ILCB in Q3 2019 and has held it in 9 quarters since. 129 funds tracked by Wall St. Rank hold ILCB as of Q3 2021.

Ameritas Investment Company held 7,001 shares of iShares Morningstar US Equity ETF worth $425K as of Q3 2021.
Ameritas Investment Company bought 1,902 iShares Morningstar US Equity ETF shares in Q3 2021, an estimated $119K.
iShares Morningstar US Equity ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #453 holding.
Ameritas Investment Company first reported a position in iShares Morningstar US Equity ETF in Q3 2019 and has held it in 9 quarters since.
129 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.