D.A. DAVIDSON & CO.
Position in IYLD — iShares Morningstar Multi-Asset Income ETF
CIK 1080107
GREAT FALLS, MT
All Filings in IYLD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 IYLD | $241,315 | 11,340 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 IYLD | $338,408 | 16,301 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 IYLD | $327,324 | 16,301 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 IYLD | $457,955 | 23,509 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 IYLD | $473,919 | 22,939 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 IYLD | $527,486 | 26,587 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 IYLD | $529,878 | 26,587 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 IYLD | $538,692 | 26,774 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 IYLD | $641,076 | 33,670 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 IYLD | $1,074,419 | 55,042 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 IYLD | $1,096,095 | 56,940 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 IYLD | $1,177,196 | 62,023 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 IYLD | $1,525,991 | 83,115 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 IYLD | $2,764,678 | 139,419 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 IYLD | $2,991,987 | 133,750 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 IYLD | $3,112,197 | 129,513 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 IYLD | $3,222,161 | 134,537 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 IYLD | $3,278,251 | 135,577 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 IYLD | $3,419,983 | 145,966 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 IYLD | $3,431,250 | 142,553 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 IYLD | $3,235,045 | 143,461 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 IYLD | $3,199,508 | 144,122 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 IYLD | $2,882,740 | 144,137 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||