Global Trust Asset Management »

iShares Morningstar Mid Core Index shares owned by Global Trust Asset Management

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Global Trust Asset Management from 13F filings

Historical chart of Global Trust Asset Management investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core Index held by Global Trust Asset Management 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 Mid Core Index by Global Trust Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $912 12 76.00
2024-06-30 $840 12 70.08
2024-03-31 $873 12 72.83
2023-12-31 $806 12 67.17

More positions owned by Global Trust Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Nextera Energy (NEE)
Ishares Tr Core Msci Eafe (IEFA)
Lowe's Companies (LOW)
Mastercard Incorporated Cl A (MA)
Caterpillar (CAT)
Amazon (AMZN)

View all positions for Global Trust Asset Management

Top funds holding iShares Morningstar Mid Core Index

Morgan Stanley
LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Matrix Trust
Cetera Investment Advisers
Steele Capital Management
Means Investment
Raymond James Financial Services Advisors
Bank of America Corporation
Sunburst Financial Group
Wells Fargo & Company
Mml Investors Services
H D Vest Advisory Services
Pacific Financial Group

View all funds holding iShares Morningstar Mid Core Index