iShares Morningstar Large Core Idx shares owned by Optivise Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Optivise Advisory Services
from 13F filings
Historical chart of Optivise Advisory Services investment in iShares Morningstar Large Core Idx
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Quarterly reported holdings in iShares Morningstar Large Core Idx by Optivise Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 2.9k | 92.41 |
| 2025-06-30 | $315k | 3.7k | 85.78 |
| 2025-03-31 | $288k | 3.7k | 77.26 |
| 2024-12-31 | $323k | 4.0k | 81.16 |
| 2024-09-30 | $346k | 4.4k | 79.23 |
| 2024-06-30 | $326k | 4.3k | 75.17 |
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