Ishares Morningstar shares owned by Cedar Brook Financial Partners
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Cedar Brook Financial Partners
from 13F filings
Historical chart of Cedar Brook Financial Partners investment in Ishares Morningstar
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All positions including Ishares Morningstar held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $334k | 17k | 19.82 |
2023-09-30 | $313k | 17k | 19.04 |
2023-06-30 | $351k | 18k | 19.52 |
2023-03-31 | $410k | 21k | 19.25 |
2022-12-31 | $407k | 21k | 18.98 |
2022-09-30 | $397k | 22k | 18.36 |
2022-06-30 | $426k | 22k | 19.83 |
2022-03-31 | $482k | 22k | 22.37 |
2021-12-31 | $522k | 22k | 24.03 |
2021-09-30 | $631k | 26k | 23.93 |
2021-06-30 | $738k | 31k | 24.17 |
2021-03-31 | $723k | 31k | 23.43 |
2020-12-31 | $737k | 31k | 24.07 |
2020-09-30 | $1.2M | 53k | 22.55 |
2020-06-30 | $1.2M | 55k | 22.20 |
2020-03-31 | $1.1M | 54k | 19.99 |
2019-12-31 | $1.3M | 53k | 25.55 |
2019-09-30 | $1.2M | 49k | 24.98 |
2019-06-30 | $1.2M | 48k | 25.12 |
2019-03-31 | $1.2M | 48k | 24.72 |
2018-12-31 | $1.0M | 45k | 23.27 |
More positions owned by Cedar Brook Financial Partners
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