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iShares Morningstar Large Value shares owned by Sullivan, Bruyette, Speros & Blaney

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Sullivan, Bruyette, Speros & Blaney from 13F filings

Historical chart of Sullivan, Bruyette, Speros & Blaney investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Sullivan, Bruyette, Speros & Blaney consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Value by Sullivan, Bruyette, Speros & Blaney

Quarter filed Position value Share count Share price at filing
2021-03-31 $211k 1.7k 123.10
2020-12-31 $192k 1.7k 112.02
2020-09-30 $169k 1.7k 98.60
2020-06-30 $166k 1.7k 96.85
2020-03-31 $148k 1.7k 86.35
2019-12-31 $201k 1.7k 117.27
2019-09-30 $189k 1.7k 110.27

More positions owned by Sullivan, Bruyette, Speros & Blaney

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Apple (AAPL)
Gold Tr Ishares
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Sullivan, Bruyette, Speros & Blaney

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
H D Vest Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Lauer Wealth
CI Private Wealth
Jpmorgan Chase & Co

View all funds holding iShares Morningstar Large Value