Purchases and Sales Made in Q1 2025 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES MORNINGSTAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.9KNew |
$658K - $689K
|
33.9K
$685K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.65K+ 16.72% |
$149K - $155K
|
53.4K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.92KNew |
$56.6K - $59.2K
|
2.92K
$58.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 3.29% |
$34.7K - $36.3K
|
56.2K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.03KNew |
$19.9K - $20.8K
|
1.03K
$20.7K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
379+ 0.45% |
$7.36K - $7.7K
|
84.2K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
200New |
$3.88K - $4.06K
|
200
$4.04K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
187+ 4.87% |
$3.63K - $3.8K
|
4.03K
$81.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 0.06% |
$311 - $325
|
25.8K
$520K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-312- 32.67% |
$6.06K - $6.34K
|
643
$13K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-843- 5.68% |
$16.4K - $17.1K
|
14K
$283K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.03K- 4.27% |
$20K - $20.9K
|
23.1K
$466K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.75K- 21.45% |
$53.4K - $55.9K
|
10.1K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.21K- 30.66% |
$140K - $146K
|
16.3K
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.3K- 44.9% |
$259K - $271K
|
16.4K
$330K
|