Ishares Morningstar shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.9M | 56k | 88.79 |
| 2024-06-30 | $411k | 4.7k | 87.01 |
| 2024-03-31 | $2.8M | 15k | 182.63 |
| 2023-12-31 | $2.2M | 14k | 152.77 |
| 2023-06-30 | $3.8M | 52k | 73.88 |
| 2023-03-31 | $3.8M | 52k | 72.74 |
| 2020-12-31 | $1.4M | 38k | 36.32 |
| 2020-06-30 | $1.1M | 23k | 46.61 |
| 2018-12-31 | $2.8k | 5.8k | 0.48 |
| 2018-09-30 | $127k | 5.7k | 22.16 |
More positions owned by Financial Advocates Investment Management
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