Ishares Morningstar shares owned by First Heartland Consultants
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by First Heartland Consultants
from 13F filings
Historical chart of First Heartland Consultants investment in Ishares Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Ishares Morningstar held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Morningstar by First Heartland Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 16k | 21.28 |
| 2025-06-30 | $438k | 21k | 20.76 |
| 2025-03-31 | $463k | 23k | 20.08 |
| 2024-12-31 | $470k | 24k | 19.48 |
| 2024-09-30 | $535k | 26k | 20.67 |
| 2024-06-30 | $1.1M | 53k | 19.84 |
| 2024-03-31 | $1.1M | 56k | 19.93 |
| 2023-12-31 | $1.2M | 57k | 20.12 |
| 2023-09-30 | $1.1M | 59k | 19.05 |
| 2023-06-30 | $1.2M | 60k | 19.52 |
| 2023-03-31 | $1.2M | 61k | 19.25 |
| 2022-12-31 | $1.2M | 61k | 18.98 |
| 2022-09-30 | $1.1M | 61k | 18.36 |
| 2022-06-30 | $1.2M | 61k | 19.82 |
| 2022-03-31 | $1.4M | 62k | 22.36 |
| 2021-12-31 | $1.5M | 62k | 24.03 |
| 2021-09-30 | $1.5M | 62k | 23.95 |
| 2021-06-30 | $1.5M | 62k | 24.19 |
| 2021-03-31 | $1.5M | 62k | 23.43 |
| 2020-12-31 | $1.6M | 68k | 24.06 |
| 2020-09-30 | $1.6M | 69k | 22.54 |
| 2020-06-30 | $1.5M | 69k | 22.20 |
| 2020-03-31 | $1.4M | 69k | 20.01 |
| 2019-12-31 | $1.8M | 69k | 25.54 |
| 2019-09-30 | $1.5M | 58k | 24.97 |
| 2019-06-30 | $1.5M | 59k | 25.13 |
| 2019-03-31 | $1.4M | 59k | 24.73 |
| 2018-12-31 | $1.3M | 57k | 23.28 |
| 2018-09-30 | $1.5M | 62k | 24.74 |
| 2018-06-30 | $1.5M | 62k | 24.56 |
| 2018-03-31 | $1.3M | 53k | 24.98 |
| 2017-12-31 | $1.5M | 56k | 25.84 |
| 2017-09-30 | $1.4M | 53k | 25.89 |
| 2017-06-30 | $1.4M | 53k | 25.60 |
| 2017-03-31 | $1.2M | 48k | 25.18 |
| 2016-12-31 | $1.1M | 43k | 24.31 |
| 2016-09-30 | $956k | 38k | 25.29 |
| 2016-06-30 | $933k | 38k | 24.86 |
| 2016-03-31 | $897k | 37k | 24.07 |
| 2015-12-31 | $861k | 37k | 23.28 |
| 2015-09-30 | $867k | 37k | 23.53 |
| 2015-06-30 | $989k | 40k | 24.68 |
| 2015-03-31 | $733k | 28k | 25.87 |
| 2014-12-31 | $598k | 23k | 25.63 |
More positions owned by First Heartland Consultants
View all positions for First Heartland Consultants