LLBH Private Wealth Management »

iShares Russell 1000 Value Index shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by LLBH Private Wealth 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 Russell 1000 Value Index by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $949k 5.4k 174.47
2024-03-31 $974k 5.4k 179.11
2023-12-31 $899k 5.4k 165.25
2023-09-30 $1.0M 6.6k 151.82
2023-06-30 $1.0M 6.6k 152.26
2023-03-31 $1.0M 6.6k 152.26
2022-12-31 $999k 6.6k 151.65
2022-09-30 $896k 6.6k 136.00
2022-06-30 $955k 6.6k 144.96
2022-03-31 $1.1M 6.6k 165.91
2021-12-31 $1.1M 6.6k 167.88
2021-09-30 $1.0M 6.6k 156.50
2021-06-30 $1.0M 6.3k 158.63
2021-03-31 $1.1M 7.1k 151.53
2020-12-31 $975k 7.1k 136.67
2020-09-30 $843k 7.1k 118.17
2020-06-30 $803k 7.1k 112.56
2020-03-31 $752k 7.6k 99.12
2019-12-31 $1.0M 7.6k 136.42
2019-09-30 $1.1M 8.9k 128.23
2019-06-30 $1.3k 4.8k 0.27
2019-03-31 $1.3M 10k 123.50
2018-12-31 $1.0M 9.0k 111.09
2018-09-30 $1.3M 11k 126.58
2018-06-30 $1.3M 11k 121.38
2018-03-31 $1.3M 11k 119.98
2017-12-31 $1.4M 11k 124.92
2017-09-30 $1.3M 11k 118.52
2017-06-30 $1.3M 11k 116.45
2017-03-31 $1.3M 11k 114.92
2016-12-31 $611k 5.5k 112.09

More positions owned by LLBH Private Wealth Management

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Draftkings Com Cl A (DKNG)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Exxon Mobil Corporation (XOM)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Target Hospitality Corp (TH)

View all positions for LLBH Private Wealth Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index