Key FInancial »

iShares Morningstar Large Value shares owned by Key FInancial

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

Historical chart of Key FInancial investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by Key FInancial

Quarter filed Position value Share count Share price at filing
2024-12-31 $500k 6.2k 80.98
2024-09-30 $445k 5.4k 82.20
2024-06-30 $414k 5.4k 76.32

More positions owned by Key FInancial

Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)

View all positions for Key FInancial

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