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iShares Morningstar Large Core Idx shares owned by NewEdge Wealth

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by NewEdge Wealth from 13F filings

Historical chart of NewEdge Wealth 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 NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Core Idx by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $616k 7.8k 79.23
2024-06-30 $603k 8.0k 75.17
2024-03-31 $568k 8.1k 69.79
2023-12-31 $541k 8.2k 65.76
2023-09-30 $495k 8.4k 58.90
2023-06-30 $239k 3.9k 61.08

More positions owned by NewEdge Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Safehold (SAFE)
Eli Lilly & Co. (LLY)
Home Depot (HD)
H&R Block (HRB)
AutoZone (AZO)
salesforce (CRM)

View all positions for NewEdge Wealth

Top funds holding iShares Morningstar Large Core Idx

Morgan Stanley
Equitable Holdings
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Wealth Enhancement Advisory Services
Bank of America Corporation
H D Vest Advisory Services
Commonwealth Equity Services
Jpmorgan Chase & Co
Gladstone Institutional Advisory
Private Advisor
Raymond James Financial Services Advisors
CI Private Wealth
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Large Core Idx