Ishares Morningstar shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $506k | 24k | 21.28 |
| 2025-06-30 | $564k | 27k | 20.76 |
| 2025-03-31 | $328k | 16k | 20.08 |
| 2024-12-31 | $578k | 30k | 19.48 |
| 2024-09-30 | $366k | 18k | 20.66 |
| 2024-06-30 | $269k | 14k | 19.84 |
| 2024-03-31 | $270k | 14k | 19.93 |
| 2022-12-31 | $436k | 23k | 18.98 |
| 2022-09-30 | $3.2M | 175k | 18.36 |
| 2022-06-30 | $209k | 11k | 19.79 |
| 2021-06-30 | $259k | 11k | 24.14 |
| 2021-03-31 | $2.8M | 121k | 23.43 |
| 2020-12-31 | $2.7M | 114k | 24.07 |
| 2020-09-30 | $2.2M | 97k | 22.55 |
| 2020-06-30 | $2.1M | 96k | 22.20 |
| 2020-03-31 | $13M | 656k | 20.00 |
| 2019-12-31 | $17M | 671k | 25.55 |
| 2019-09-30 | $17M | 663k | 24.97 |
| 2019-06-30 | $3.4M | 137k | 25.12 |
| 2019-03-31 | $929k | 38k | 24.71 |
| 2018-12-31 | $1.7M | 75k | 23.29 |
| 2018-09-30 | $943k | 38k | 24.75 |
| 2018-06-30 | $1.0M | 42k | 24.54 |
| 2018-03-31 | $141k | 5.7k | 24.83 |
| 2017-12-31 | $987k | 38k | 25.85 |
| 2017-09-30 | $965k | 37k | 25.87 |
| 2017-06-30 | $2.0M | 79k | 25.62 |
| 2017-03-31 | $1.9M | 74k | 25.18 |
| 2016-12-31 | $1.7M | 68k | 24.32 |
| 2016-09-30 | $1.8M | 72k | 25.28 |
More positions owned by Envestnet Asset Management
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