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iShares Morningstar Large Value shares owned by CI Private Wealth

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Value by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.0M 109k 82.20
2024-06-30 $7.6M 100k 76.34
2024-03-31 $7.8M 102k 76.86
2023-12-31 $7.2M 102k 70.62
2023-09-30 $6.6M 101k 64.77
2023-06-30 $6.8M 102k 66.52
2023-03-31 $6.9M 108k 63.90
2022-12-31 $9.4M 106k 88.60

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View all positions for CI Private Wealth

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
LPL Financial
Morgan Stanley
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services

View all funds holding iShares Morningstar Large Value