Ishares Morningstar shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $685k | 34k | 20.12 |
| 2023-09-30 | $693k | 36k | 19.04 |
| 2023-06-30 | $708k | 36k | 19.52 |
| 2023-03-31 | $305k | 16k | 19.25 |
| 2022-12-31 | $320k | 17k | 18.98 |
| 2022-09-30 | $314k | 17k | 18.37 |
| 2022-06-30 | $338k | 17k | 19.82 |
| 2022-03-31 | $489k | 22k | 22.37 |