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Ishares Morningstar shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 56k 20.66
2024-03-31 $1.3M 66k 19.93
2023-12-31 $1.4M 72k 20.13
2023-09-30 $1.6M 85k 19.04
2023-06-30 $1.5M 79k 19.52
2023-03-31 $1.6M 84k 19.25
2022-12-31 $1.8M 93k 19.01
2022-09-30 $1.9M 106k 18.38
2022-06-30 $2.3M 118k 19.79
2022-03-31 $3.2M 142k 22.37
2021-12-31 $4.5M 188k 23.98
2021-09-30 $4.2M 177k 23.96
2021-06-30 $4.2M 175k 24.20
2021-03-31 $4.6M 197k 23.45
2020-12-31 $5.1M 210k 24.07
2020-09-30 $5.0M 220k 22.56
2020-06-30 $5.0M 227k 22.22
2020-03-31 $4.5M 225k 20.00