Ishares Morningstar shares owned by Ameriprise Financial
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Ameriprise Financial
from 13F filings
Historical chart of Ameriprise Financial investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Ameriprise Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $282k | 13k | 21.42 |
| 2024-12-31 | $293k | 15k | 19.48 |
| 2024-09-30 | $213k | 10k | 20.66 |
| 2023-09-30 | $210k | 11k | 19.04 |
| 2023-06-30 | $352k | 18k | 19.52 |
| 2023-03-31 | $265k | 14k | 19.25 |
| 2022-12-31 | $529k | 28k | 18.96 |
| 2022-09-30 | $1.6M | 87k | 18.36 |
| 2022-06-30 | $1.8M | 92k | 19.83 |
| 2022-03-31 | $1.8M | 82k | 22.37 |
| 2021-12-31 | $2.0M | 84k | 24.03 |
| 2021-09-30 | $2.1M | 87k | 23.98 |
| 2021-06-30 | $2.1M | 86k | 24.18 |
| 2021-03-31 | $2.1M | 92k | 23.41 |
| 2020-12-31 | $3.0M | 123k | 24.06 |
| 2020-09-30 | $2.8M | 123k | 22.56 |
| 2020-06-30 | $2.6M | 119k | 22.20 |
| 2020-03-31 | $3.4M | 172k | 20.00 |
| 2019-12-31 | $5.5M | 216k | 25.55 |
| 2019-09-30 | $6.2M | 248k | 24.97 |
| 2019-06-30 | $6.4M | 253k | 25.13 |
| 2019-03-31 | $5.9M | 241k | 24.69 |
| 2018-12-31 | $3.1M | 133k | 23.27 |
| 2018-09-30 | $3.7M | 148k | 24.84 |
| 2018-06-30 | $3.0M | 121k | 24.57 |
| 2018-03-31 | $2.3M | 94k | 24.87 |
| 2017-12-31 | $3.0M | 117k | 25.83 |
| 2017-09-30 | $4.1M | 158k | 25.89 |
| 2017-06-30 | $2.7M | 107k | 25.56 |
| 2017-03-31 | $2.4M | 97k | 25.17 |
| 2016-12-31 | $1.9M | 78k | 24.31 |
| 2016-09-30 | $501k | 20k | 25.28 |
| 2016-06-30 | $414k | 17k | 24.89 |
| 2016-03-31 | $441k | 18k | 24.05 |
| 2015-12-31 | $474k | 20k | 23.24 |
| 2015-09-30 | $611k | 26k | 23.52 |
| 2015-06-30 | $611k | 25k | 24.68 |
| 2015-03-31 | $382k | 15k | 25.84 |
| 2014-09-30 | $50k | 1.9k | 25.96 |
| 2014-06-30 | $42k | 1.6k | 27.01 |
| 2014-03-31 | $95k | 3.6k | 26.06 |
| 2013-12-31 | $219k | 8.9k | 24.69 |
| 2013-09-30 | $226k | 9.0k | 25.12 |