J.w. Cole Advisors »

iShares Morningstar Large Core Idx shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Core Idx by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 28k 79.23
2024-06-30 $2.0M 27k 75.17
2024-03-31 $1.9M 26k 72.47
2023-12-31 $1.8M 27k 65.76
2023-09-30 $1.6M 27k 58.89
2023-06-30 $1.7M 28k 61.08
2023-03-31 $1.6M 29k 56.41
2022-12-31 $1.7M 33k 52.64
2022-09-30 $1.7M 34k 49.40
2022-06-30 $1.8M 35k 51.95
2022-03-31 $2.3M 37k 62.84
2021-12-31 $2.5M 37k 66.41
2021-06-30 $2.3M 38k 60.73
2021-03-31 $2.1M 9.6k 224.24
2020-12-31 $2.1M 9.8k 216.82
2020-06-30 $1.8M 10k 174.57
2019-12-31 $2.0M 11k 184.45