iShares Morningstar Large Growth shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Morningstar Large Growth
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All positions including iShares Morningstar Large Growth held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Large Growth by Coastal Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $50k | 580 | 85.99 |
2024-06-30 | $59k | 718 | 81.45 |
2024-03-31 | $54k | 718 | 75.50 |
2023-09-30 | $45k | 717 | 62.38 |
2023-06-30 | $45k | 717 | 62.38 |
2022-12-31 | $35k | 717 | 48.68 |
2022-09-30 | $35k | 717 | 48.81 |
2019-12-31 | $24k | 116 | 206.90 |
2019-09-30 | $22k | 116 | 189.66 |
2019-06-30 | $22k | 116 | 189.66 |
2019-03-31 | $21k | 116 | 181.03 |
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