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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
269KNew |
$5.22M - $5.46M
|
269K
$5.49M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.8K+ 34.36% |
$1.01M - $1.05M
|
202K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.1KNew |
$760K - $795K
|
39.1K
$800K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.9KNew |
$658K - $689K
|
33.9K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.65K+ 16.72% |
$149K - $155K
|
53.4K
$1.09M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.83K+ 15748.65% |
$113K - $118K
|
5.86K
$120K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.92KNew |
$56.6K - $59.2K
|
2.92K
$59.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 3.29% |
$34.7K - $36.3K
|
56.2K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.73K+ 4.53% |
$33.6K - $35.1K
|
39.9K
$816K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 77.94% |
$29.6K - $31K
|
3.48K
$71.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.03KNew |
$19.9K - $20.8K
|
1.03K
$21K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
484+ 2.36% |
$9.4K - $9.83K
|
21K
$430K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
379+ 0.45% |
$7.36K - $7.7K
|
84.2K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
277+ 1.27% |
$5.38K - $5.63K
|
22.1K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
200New |
$3.88K - $4.06K
|
200
$4.09K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
187+ 4.87% |
$3.63K - $3.8K
|
4.03K
$82.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
146+ 1.33% |
$2.84K - $2.97K
|
11.1K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 0.06% |
$311 - $325
|
25.8K
$527K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.06% |
$58.3 - $60.9
|
4.72K
$96.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54- 0.35% |
$1.05K - $1.1K
|
15.4K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-68- 0.55% |
$1.32K - $1.38K
|
12.3K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-110- 11.82% |
$2.14K - $2.23K
|
821
$16.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-306- 5.33% |
$5.94K - $6.21K
|
5.44K
$111K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-312- 32.67% |
$6.06K - $6.34K
|
643
$13.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-331- 0.89% |
$6.43K - $6.72K
|
37K
$756K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-485- 56.4% |
$9.42K - $9.85K
|
375
$7.67K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-676- 2.86% |
$13.1K - $13.7K
|
22.9K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-843- 5.68% |
$16.4K - $17.1K
|
14K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-942- 6.91% |
$18.3K - $19.1K
|
12.7K
$259K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.03K- 4.27% |
$20K - $20.9K
|
23.1K
$472K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.75K- 21.45% |
$53.4K - $55.9K
|
10.1K
$206K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.46K- 98.94% |
$67.1K - $70.2K
|
37
$756
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.21K- 30.66% |
$140K - $146K
|
16.3K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.58K- 4.03% |
$147K - $154K
|
181K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.1K- 44.87% |
$216K - $226K
|
13.7K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.4K- 65.78% |
$222K - $232K
|
5.95K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.3K- 44.9% |
$259K - $271K
|
16.4K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.9K- 52.89% |
$581K - $607K
|
26.6K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-164K- 68.98% |
$3.18M - $3.32M
|
73.6K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-237K- 79.09% |
$4.61M - $4.82M
|
62.7K
$1.28M
|