Ishares Morningstar shares owned by CX Institutional
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by CX Institutional
from 13F filings
Historical chart of CX Institutional investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by CX Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 951 | 21.03 |
| 2025-06-30 | $20k | 973 | 20.56 |
| 2025-03-31 | $21k | 1.0k | 20.47 |
| 2022-09-30 | $251k | 14k | 18.35 |
| 2022-06-30 | $215k | 11k | 19.89 |
| 2022-03-31 | $254k | 11k | 22.36 |
| 2021-12-31 | $2.2M | 91k | 24.03 |
| 2021-09-30 | $1.1M | 46k | 23.94 |
| 2021-06-30 | $238k | 9.9k | 24.13 |
| 2021-03-31 | $223k | 9.5k | 23.49 |
| 2020-12-31 | $551k | 23k | 24.10 |
| 2020-09-30 | $556k | 25k | 22.56 |
| 2020-06-30 | $473k | 21k | 22.20 |
| 2020-03-31 | $378k | 19k | 20.02 |
| 2019-12-31 | $365k | 14k | 25.55 |
| 2019-09-30 | $358k | 14k | 24.94 |
| 2019-06-30 | $348k | 14k | 25.14 |
| 2019-03-31 | $173k | 7.0k | 24.69 |
| 2018-12-31 | $43k | 1.9k | 23.17 |
| 2018-09-30 | $97k | 3.9k | 24.62 |
| 2018-06-30 | $32k | 1.3k | 24.63 |