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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

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All positions including Ishares Morningstar held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
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

Etf Ser Solutions Aptus Collared (ACIO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Wisdomtree Tr Floating Rate Treasury Etf (USFR)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
American Centy Etf Tr Focused Lrg Cap (FLV)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Vanguard Bd Index Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for First Heartland Consultants

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