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iShares Morningstar Large Value shares owned by Diversify Advisory Services

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Diversify Advisory Services from 13F filings

Historical chart of Diversify Advisory Services investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Diversify Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Value by Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $327k 4.1k 80.05
2024-09-30 $539k 6.5k 82.89
2024-06-30 $591k 7.7k 76.93
2024-03-31 $619k 8.1k 76.64

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View all positions for Diversify Advisory Services

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
UBS Group
LPL Financial
Raymond James Financial
Morgan Stanley
Woodard & Co Asset Management Group
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding iShares Morningstar Large Value