NewEdge Advisors, LLC
Position in IYLD — iShares Morningstar Multi-Asset Income ETF
CIK 1633516
NEW ORLEANS, LA
All Filings in IYLD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 IYLD | $50,071 | 2,353 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 IYLD | $58,190 | 2,803 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IYLD | $69,958 | 3,484 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IYLD | $38,141 | 1,958 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 IYLD | $40,452 | 1,958 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IYLD | $25,018 | 1,261 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 IYLD | $23,916 | 1,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 IYLD | $24,144 | 1,200 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 IYLD | $30,464 | 1,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 IYLD | $38,044 | 1,949 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 IYLD | $38,346 | 1,992 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 IYLD | $39,687 | 2,091 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||