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iShares Morningstar Large Core Idx shares owned by NewEdge Wealth

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by NewEdge Wealth from 13F filings

Historical chart of NewEdge Wealth investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Core Idx by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $568k 8.1k 69.79
2023-12-31 $541k 8.2k 65.76
2023-09-30 $495k 8.4k 58.90
2023-06-30 $239k 3.9k 61.08

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View all positions for NewEdge Wealth

Top funds holding iShares Morningstar Large Core Idx

Ameriprise Financial
Morgan Stanley
Wealth Enhancement Advisory Services
LPL Financial
H D Vest Advisory Services
Jackson Wealth Management
Commonwealth Equity Services
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Gladstone Institutional Advisory
CI Private Wealth
Benchmark Wealth Management
Merit Financial Group

View all funds holding iShares Morningstar Large Core Idx