iShares Morningstar Large Value shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in iShares Morningstar Large Value
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All positions including iShares Morningstar Large Value held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $270k | 3.3k | 82.20 |
2024-06-30 | $250k | 3.3k | 76.32 |
2024-03-31 | $352k | 4.6k | 76.87 |
2023-12-31 | $413k | 5.8k | 70.62 |
2023-09-30 | $347k | 5.4k | 64.77 |
2023-06-30 | $254k | 3.8k | 66.52 |
2023-03-31 | $243k | 3.8k | 63.90 |
2022-12-31 | $240k | 3.8k | 63.23 |
2022-09-30 | $211k | 3.7k | 56.43 |
2022-03-31 | $212k | 3.1k | 68.48 |
2021-12-31 | $215k | 3.1k | 69.56 |
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