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Ishares Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $43M 731k 58.77
2024-06-30 $34M 613k 55.69
2024-03-31 $64M 1.2M 53.81
2023-09-30 $30M 698k 43.32
2023-06-30 $1.8M 41k 44.56
2023-03-31 $1.7M 40k 41.43
2022-12-31 $1.5M 38k 39.00
2022-09-30 $3.2M 90k 36.22
2022-06-30 $1.2M 32k 37.91
2022-03-31 $1.4M 32k 44.48
2021-12-31 $1.5M 32k 46.55
2021-09-30 $1.4M 32k 42.15
2021-06-30 $1.4M 33k 42.83
2021-03-31 $1.4M 33k 40.65
2020-12-31 $968k 26k 37.66
2020-09-30 $909k 27k 33.19
2020-06-30 $844k 27k 31.08
2020-03-31 $9.4M 354k 26.45
2019-12-31 $14M 395k 34.48
2019-09-30 $12M 384k 31.92
2019-06-30 $17M 521k 31.74
2019-03-31 $17M 552k 31.03
2018-12-31 $1.5M 54k 27.86
2018-09-30 $706k 21k 33.67