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Ishares Morningstar shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Ishares Morningstar

20152016201720182019202020212022202320242M4M6M50k100k150k200k250k
Value ($)Share countHistorical IYLD position of LPL Financial Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Ishares Morningstar by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 61k 20.66
2024-06-30 $1.4M 72k 19.84
2024-03-31 $2.2M 110k 19.93
2023-09-30 $2.8M 146k 19.04
2023-06-30 $2.7M 140k 19.52
2023-03-31 $2.8M 147k 19.25
2022-12-31 $3.0M 156k 18.98
2022-09-30 $2.7M 147k 18.36
2022-06-30 $2.9M 147k 19.83
2022-03-31 $3.4M 152k 22.37
2021-12-31 $3.3M 137k 24.03
2021-09-30 $2.8M 117k 23.95
2021-06-30 $3.1M 130k 24.18
2021-03-31 $2.6M 109k 23.43
2020-12-31 $1.7M 71k 24.07
2020-09-30 $1.8M 79k 22.55
2020-06-30 $2.6M 118k 22.20
2020-03-31 $2.9M 147k 20.00
2019-12-31 $3.3M 130k 25.54
2019-09-30 $2.9M 115k 24.97
2019-06-30 $2.8M 110k 25.13
2019-03-31 $2.7M 108k 24.72
2018-12-31 $2.7M 115k 23.28
2018-09-30 $3.3M 135k 24.74
2018-06-30 $3.7M 150k 24.56
2018-03-31 $4.1M 163k 24.98
2017-12-31 $6.2M 239k 25.83
2017-09-30 $6.0M 233k 25.89
2017-06-30 $6.9M 269k 25.61
2017-03-31 $6.1M 243k 25.20
2016-12-31 $3.8M 154k 24.42
2016-09-30 $3.0M 122k 24.84
2016-06-30 $2.9M 118k 24.69
2016-03-31 $5.1M 214k 23.72
2015-12-31 $6.0M 258k 23.21
2015-09-30 $3.7M 157k 23.67
2015-06-30 $5.4M 219k 24.53
2015-03-31 $6.4M 248k 25.91
2014-12-31 $5.5M 213k 25.62