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Ishares Morningstar shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Ishares Morningstar held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $270k 14k 19.93
2022-12-31 $436k 23k 18.98
2022-09-30 $3.2M 175k 18.36
2022-06-30 $209k 11k 19.79
2021-06-30 $259k 11k 24.14
2021-03-31 $2.8M 121k 23.43
2020-12-31 $2.7M 114k 24.07
2020-09-30 $2.2M 97k 22.55
2020-06-30 $2.1M 96k 22.20
2020-03-31 $13M 656k 20.00
2019-12-31 $17M 671k 25.55
2019-09-30 $17M 663k 24.97
2019-06-30 $3.4M 137k 25.12
2019-03-31 $929k 38k 24.71
2018-12-31 $1.7M 75k 23.29
2018-09-30 $943k 38k 24.75
2018-06-30 $1.0M 42k 24.54
2018-03-31 $141k 5.7k 24.83
2017-12-31 $987k 38k 25.85
2017-09-30 $965k 37k 25.87
2017-06-30 $2.0M 79k 25.62
2017-03-31 $1.9M 74k 25.18
2016-12-31 $1.7M 68k 24.32
2016-09-30 $1.8M 72k 25.28