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iShares Morningstar Large Core Idx shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 130k 79.23
2024-06-30 $1.0M 13k 75.17
2024-03-31 $1.1M 15k 72.47
2023-12-31 $1.1M 17k 65.76
2023-09-30 $969k 17k 58.90
2023-06-30 $1.0M 17k 61.08
2023-03-31 $942k 17k 56.41
2022-12-31 $887 17k 0.05
2022-09-30 $844k 17k 49.40
2022-06-30 $899k 17k 51.99
2022-03-31 $1.2M 18k 66.39
2021-12-31 $1.2M 18k 66.39
2021-09-30 $1.2M 19k 60.71
2021-06-30 $1.2M 20k 60.74
2021-03-31 $1.1M 5.1k 224.26
2020-12-31 $1.2M 5.6k 216.81
2020-09-30 $1.2M 6.0k 195.06
2020-06-30 $1.3M 7.6k 174.52
2020-03-31 $1.3M 8.6k 146.63
2019-12-31 $1.9M 10k 184.44
2019-09-30 $1.8M 11k 167.92
2019-06-30 $2.2M 13k 165.14
2019-03-31 $2.2M 14k 160.03
2018-12-31 $2.3M 16k 142.54
2018-09-30 $3.3M 20k 168.31
2018-06-30 $1.4M 8.8k 154.35
2018-03-31 $4.7M 31k 153.31
2017-12-31 $1.8M 11k 162.23
2017-09-30 $7.3M 48k 151.76
2017-06-30 $6.3M 43k 146.44
2017-03-31 $4.3M 30k 141.72
2016-12-31 $1.5M 11k 134.74
2016-09-30 $1.3M 10k 127.48
2016-06-30 $1.2M 9.8k 122.69
2016-03-31 $1.2M 9.7k 119.12
2015-12-31 $876k 7.4k 119.12
2015-09-30 $271k 2.4k 111.89
2015-06-30 $241k 2.0k 120.92
2015-03-31 $361k 3.0k 121.26
2014-12-31 $384k 3.1k 123.39
2014-09-30 $466k 4.0k 115.23
2014-06-30 $494k 4.3k 113.77
2014-03-31 $364k 3.3k 110.67
2013-12-31 $340k 3.2k 107.73

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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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