Integrated Wealth Concepts »

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

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

Quarterly reported holdings in Ishares Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
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