iShares Morningstar Large Core Idx shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares Morningstar Large Core Idx
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Quarterly reported holdings in iShares Morningstar Large Core Idx by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 50k | 65.76 |
| 2023-09-30 | $3.0M | 51k | 58.90 |
| 2023-06-30 | $3.1M | 52k | 61.08 |
| 2023-03-31 | $3.1M | 54k | 56.41 |
| 2022-12-31 | $2.9M | 54k | 52.64 |
| 2022-09-30 | $2.7M | 54k | 49.40 |
| 2022-06-30 | $2.8M | 55k | 51.95 |
| 2022-03-31 | $3.5M | 56k | 62.84 |
| 2021-12-31 | $3.8M | 58k | 66.40 |
| 2021-09-30 | $3.5M | 58k | 60.70 |
| 2021-06-30 | $3.6M | 59k | 60.75 |
| 2021-03-31 | $3.3M | 15k | 224.24 |
| 2020-12-31 | $3.4M | 16k | 216.79 |
| 2020-09-30 | $3.1M | 16k | 194.97 |
| 2020-06-30 | $2.8M | 16k | 174.51 |
| 2020-03-31 | $2.6M | 18k | 146.57 |
| 2019-12-31 | $3.2M | 18k | 184.47 |
| 2019-09-30 | $3.0M | 18k | 167.94 |
| 2019-06-30 | $3.0M | 18k | 165.16 |
| 2019-03-31 | $2.9M | 18k | 160.00 |
| 2018-12-31 | $2.7M | 19k | 142.51 |
| 2018-09-30 | $3.3M | 20k | 168.33 |
| 2018-06-30 | $3.2M | 20k | 162.09 |
| 2018-03-31 | $3.2M | 21k | 153.32 |
| 2017-12-31 | $4.0M | 25k | 158.89 |
| 2017-09-30 | $3.8M | 25k | 150.71 |
| 2017-06-30 | $3.8M | 26k | 147.62 |
| 2017-03-31 | $3.6M | 26k | 141.84 |
| 2016-12-31 | $4.7M | 35k | 132.68 |
| 2016-09-30 | $5.4M | 42k | 128.25 |
| 2016-06-30 | $5.9M | 48k | 122.76 |
| 2016-03-31 | $6.7M | 56k | 119.08 |
| 2015-12-31 | $11M | 89k | 119.07 |
| 2015-09-30 | $22M | 196k | 111.89 |
| 2015-06-30 | $24M | 198k | 120.85 |
| 2015-03-31 | $24M | 200k | 121.34 |
| 2014-12-31 | $26M | 207k | 123.53 |
| 2014-09-30 | $24M | 205k | 115.19 |
| 2014-06-30 | $23M | 204k | 113.85 |
| 2014-03-31 | $22M | 197k | 110.59 |
| 2013-12-31 | $19M | 177k | 107.84 |
| 2013-09-30 | $17M | 171k | 99.29 |
| 2013-06-30 | $15M | 157k | 96.36 |
| 2013-03-31 | $14M | 150k | 92.08 |
| 2012-12-31 | $11M | 137k | 82.04 |
| 2012-09-30 | $11M | 133k | 81.84 |
| 2012-06-30 | $9.5M | 123k | 77.70 |
| 2012-03-31 | $8.9M | 111k | 80.15 |
| 2011-12-31 | $6.7M | 93k | 71.50 |
| 2011-09-30 | $5.4M | 85k | 64.17 |
| 2011-06-30 | $6.0M | 82k | 73.64 |
| 2011-03-31 | $5.7M | 77k | 73.88 |
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