Financial Advocates Investment Management
Position in IYLD — iShares Morningstar Multi-Asset Income ETF
CIK 1730293
OLYMPIA, WA
All Filings in IYLD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 IYLD | $1,084,685 | 55,682 | Shares | Sole | 2025-01-27 | |
| 2024-06-30 IYLD | $93,744 | 4,725 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 IYLD | $300,703 | 15,088 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 IYLD | $284,013 | 14,116 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 IYLD | $1,007,934 | 51,636 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 IYLD | $995,205 | 51,699 | Shares | Sole | 2023-05-11 | |
| 2020-12-31 IYLD | $915,983 | 38,055 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 IYLD | $505,804 | 22,784 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||