iShares Morningstar Large Growth shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $853k | 10k | 84.04 |
| 2024-06-30 | $890k | 11k | 81.41 |
| 2024-03-31 | $852k | 11k | 75.48 |
| 2023-12-31 | $766k | 11k | 67.82 |
| 2023-09-30 | $674k | 11k | 59.65 |
| 2023-06-30 | $704k | 11k | 62.34 |
| 2023-03-31 | $624k | 11k | 55.36 |
| 2022-12-31 | $498k | 10k | 48.68 |
| 2022-09-30 | $771k | 16k | 48.28 |
| 2022-06-30 | $900k | 18k | 50.11 |
| 2022-03-31 | $1.2M | 19k | 65.01 |
| 2021-12-31 | $1.6M | 23k | 71.81 |
| 2021-09-30 | $1.7M | 25k | 65.55 |
| 2021-06-30 | $1.7M | 26k | 64.78 |
| 2021-03-31 | $1.3M | 4.6k | 288.52 |
| 2020-12-31 | $1.2M | 4.1k | 289.84 |
| 2020-09-30 | $1.1M | 4.0k | 267.44 |
| 2020-06-30 | $821k | 3.5k | 234.57 |
| 2020-03-31 | $481k | 2.6k | 185.93 |
| 2019-12-31 | $501k | 2.4k | 209.89 |
| 2019-09-30 | $214k | 1.1k | 191.07 |
| 2019-06-30 | $200k | 1.0k | 194.17 |
| 2019-03-31 | $37k | 200 | 185.00 |
| 2018-12-31 | $32k | 200 | 160.00 |
| 2018-09-30 | $37k | 200 | 185.00 |
| 2018-06-30 | $35k | 201 | 174.13 |
| 2018-03-31 | $32k | 201 | 159.20 |
| 2017-12-31 | $32k | 201 | 159.20 |
| 2017-09-30 | $30k | 201 | 149.25 |
| 2017-06-30 | $28k | 201 | 139.30 |
| 2017-03-31 | $26k | 201 | 129.35 |
| 2016-12-31 | $23k | 186 | 123.66 |
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