Ishares Morningstar shares owned by IFP Advisors
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.1k | 401 | 20.12 |
| 2023-09-30 | $7.6k | 401 | 19.04 |
| 2023-06-30 | $15k | 742 | 19.52 |
| 2023-03-31 | $11k | 429 | 24.71 |
| 2022-12-31 | $985k | 40k | 24.77 |
| 2022-09-30 | $1.1M | 44k | 24.77 |
| 2022-06-30 | $1.1M | 44k | 24.78 |
| 2022-03-31 | $1.1M | 44k | 24.78 |
| 2021-12-31 | $75k | 2.8k | 26.58 |
| 2021-09-30 | $75k | 2.8k | 26.71 |
| 2021-06-30 | $81k | 3.4k | 24.01 |
| 2021-03-31 | $80k | 3.4k | 23.67 |
| 2020-12-31 | $87k | 3.7k | 23.78 |
| 2020-09-30 | $93k | 4.1k | 22.53 |
| 2020-06-30 | $288k | 13k | 22.20 |
| 2020-03-31 | $1.5M | 76k | 20.50 |
| 2019-12-31 | $1.8M | 69k | 25.61 |
| 2019-09-30 | $3.2M | 130k | 24.95 |
| 2019-03-31 | $7.4M | 300k | 24.71 |
| 2018-12-31 | $10M | 435k | 23.27 |
| 2018-09-30 | $14M | 580k | 24.74 |
| 2018-06-30 | $13M | 537k | 24.56 |
| 2018-03-31 | $4.3M | 167k | 25.83 |
| 2017-12-31 | $4.3M | 167k | 25.83 |
| 2017-09-30 | $3.9M | 152k | 25.89 |
| 2017-06-30 | $3.5M | 136k | 25.61 |
| 2017-03-31 | $2.0M | 80k | 25.17 |
| 2016-12-31 | $1.0M | 42k | 24.30 |
| 2016-09-30 | $1.0M | 41k | 25.27 |
| 2016-06-30 | $1.1M | 43k | 24.88 |
| 2016-03-31 | $1.1M | 45k | 24.07 |
| 2015-12-31 | $1.1M | 47k | 23.26 |