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Ishares Morningstar shares owned by Bryn Mawr Trust

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Bryn Mawr Trust from 13F filings

Historical chart of Bryn Mawr Trust investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Bryn Mawr Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Bryn Mawr Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $136k 6.6k 20.66

More positions owned by Bryn Mawr Trust

Comcast Corp Cl A (CMCSA)
Intuitive Surgical Com New (ISRG)
Apple (AAPL)
Vanguard ETF/USA Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Vanguard Etf/usa Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
iShares ETFs/USA Rus Tp200 Gr Etf (IWY)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
SSgA Funds Management Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Ishares Core S&p500 Etf (IVV)
iShares ETFs/USA Msci Usa Qlt Fct (QUAL)
BlackRock Fund Advisors Msci Eafe Etf (EFA)

View all positions for Bryn Mawr Trust

Top funds holding Ishares Morningstar

Morgan Stanley
Bank of America Corporation
Kestra Advisory Services
Royal Bank of Canada
LPL Financial
Advisor Group Holdings
Perigon Wealth Management
Win Advisors
Mycio Wealth Partners
Kovack Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
D.A. Davidson & Co.
Cambridge Investment Research Advisors
First Heartland Consultants

View all funds holding Ishares Morningstar