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Ishares Morningstar shares owned by HighTower Advisors

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by HighTower Advisors from 13F filings

Historical chart of HighTower Advisors investment in Ishares Morningstar

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All positions including Ishares Morningstar held by HighTower Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by HighTower Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $295k 15k 19.89
2024-03-31 $244k 12k 20.00
2023-12-31 $298k 15k 20.16
2023-09-30 $292k 15k 19.03
2023-06-30 $277k 14k 19.47
2019-09-30 $917k 37k 24.95
2019-06-30 $883k 35k 25.14
2019-03-31 $787k 32k 24.78
2018-12-31 $507k 22k 23.29
2018-09-30 $471k 19k 24.69
2018-06-30 $437k 18k 24.58
2018-03-31 $483k 19k 25.08
2017-12-31 $1.1M 42k 25.88
2017-09-30 $1.0M 39k 25.88
2017-06-30 $794k 31k 25.60