Homrich Berg »

iShares Morningstar Large Value shares owned by Homrich Berg

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Homrich Berg from 13F filings

Historical chart of Homrich Berg investment in iShares Morningstar Large Value

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

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Quarterly reported holdings in iShares Morningstar Large Value by Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $811k 13k 63.64
2021-06-30 $823k 13k 64.58
2021-03-31 $783k 6.4k 122.88
2020-12-31 $743k 6.6k 112.20

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Bank of America Corporation
Bank of New York Mellon
UBS Group
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
H D Vest Advisory Services
Lauer Wealth
CI Private Wealth
Jpmorgan Chase & Co

View all funds holding iShares Morningstar Large Value