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Ishares Morningstar shares owned by Creekmur Asset Management

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Creekmur Asset Management from 13F filings

Historical chart of Creekmur Asset Management investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Creekmur Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $13k 649 20.12

More positions owned by Creekmur Asset Management

Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)
First Tr Exchng Traded Fd Vi Ft Cboe Vest Fd (BUFQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Intermediate Dur (FIIG)
Ishares Tr Core S&p Scp Etf (IJR)
Caterpillar (CAT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Creekmur Asset Management

Top funds holding Ishares Morningstar

Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
First Heartland Consultants
Steward Partners Investment Advisory
Baird Financial
Raymond James Financial Services Advisors
Atria Wealth Solutions
Kestra Advisory Services
Cambridge Investment Research Advisors
Mycio Wealth Partners
D.A. Davidson & Co.
Jpmorgan Chase & Co
Farther Finance Advisors
Hancock Bank Trust Department

View all funds holding Ishares Morningstar