iShares Morningstar Large Core Idx shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners 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 Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Large Core Idx by Strategic Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.0M | 14k | 72.47 |
2023-09-30 | $904k | 15k | 59.17 |
2023-06-30 | $933k | 15k | 61.08 |
2023-03-31 | $855k | 15k | 56.03 |
2022-12-31 | $533k | 10k | 52.56 |
2022-09-30 | $500k | 10k | 49.43 |
2022-06-30 | $525k | 10k | 51.98 |
2022-03-31 | $634k | 10k | 62.84 |
2021-12-31 | $837k | 13k | 66.39 |
2021-09-30 | $829k | 14k | 60.72 |
2021-03-31 | $1.0M | 4.5k | 224.29 |
2020-12-31 | $985k | 4.5k | 216.82 |
2020-09-30 | $888k | 4.6k | 194.99 |
2020-06-30 | $827k | 4.7k | 174.51 |
2016-12-31 | $1.3M | 9.8k | 132.70 |
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