iShares Morningstar Large Value shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $11M | 136k | 83.39 |
| 2025-03-31 | $11M | 133k | 81.45 |
| 2024-12-31 | $11M | 134k | 80.98 |
| 2024-09-30 | $11M | 133k | 82.20 |
| 2024-06-30 | $10M | 135k | 76.32 |
| 2024-03-31 | $10M | 131k | 76.86 |
| 2023-12-31 | $16M | 228k | 70.62 |
| 2023-09-30 | $14M | 216k | 64.77 |
| 2023-06-30 | $14M | 214k | 66.52 |
| 2023-03-31 | $14M | 211k | 63.90 |
| 2022-12-31 | $12M | 196k | 63.23 |
| 2022-09-30 | $11M | 187k | 56.47 |
| 2022-06-30 | $11M | 186k | 60.39 |
| 2022-03-31 | $11M | 165k | 68.63 |
| 2021-12-31 | $11M | 159k | 69.60 |
| 2021-09-30 | $9.5M | 150k | 63.63 |
| 2021-06-30 | $9.2M | 142k | 64.53 |
| 2021-03-31 | $8.2M | 67k | 122.83 |
| 2020-12-31 | $6.1M | 54k | 112.29 |
| 2020-09-30 | $18M | 179k | 98.88 |
| 2020-06-30 | $4.9M | 51k | 96.65 |
| 2020-03-31 | $4.2M | 49k | 86.55 |
| 2019-12-31 | $5.1M | 44k | 117.22 |
| 2019-09-30 | $4.2M | 38k | 110.49 |
| 2019-06-30 | $3.4M | 32k | 107.93 |
| 2019-03-31 | $3.2M | 30k | 105.42 |
| 2018-12-31 | $1.6M | 17k | 96.09 |
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