Purchases and Sales Made in Q2 2025 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
125K+ 69.0% |
$2.39M - $2.59M
|
305K
$6.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
112K+ 152.33% |
$2.15M - $2.33M
|
186K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
40.3KNew |
$773K - $836K
|
40.3K
$851K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21KNew |
$402K - $435K
|
21K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.5K+ 24.75% |
$298K - $322K
|
78.3K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 66.12% |
$207K - $224K
|
27.2K
$574K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.2KNew |
$196K - $212K
|
10.2K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.23K+ 6.22% |
$100K - $109K
|
89.4K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.08K+ 5.48% |
$59.1K - $63.9K
|
59.3K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 6.6% |
$26.6K - $28.8K
|
22.4K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
730+ 13.43% |
$14K - $15.2K
|
6.17K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
652+ 0.32% |
$12.5K - $13.5K
|
203K
$4.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
146+ 2.49% |
$2.8K - $3.03K
|
6.01K
$127K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
123New |
$2.36K - $2.55K
|
123
$2.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91+ 0.25% |
$1.75K - $1.89K
|
37.1K
$783K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
80New |
$1.54K - $1.66K
|
80
$1.69K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.92% |
$710 - $768
|
4.07K
$85.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16+ 1.17% |
$307 - $332
|
1.38K
$29.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10+ 0.04% |
$192 - $208
|
25.8K
$544K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 0.11% |
$96 - $104
|
4.73K
$99.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- -0.0% |
$19.2 - $20.8
|
22.1K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48- 0.81% |
$921 - $996
|
5.91K
$125K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-53- 5.17% |
$1.02K - $1.1K
|
973
$20.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-200- 1.3% |
$3.84K - $4.15K
|
15.2K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-401- 3.16% |
$7.7K - $8.32K
|
12.3K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-659- 5.38% |
$12.6K - $13.7K
|
11.6K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-681- 19.55% |
$13.1K - $14.1K
|
2.8K
$59.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-993- 8.92% |
$19.1K - $20.6K
|
10.1K
$214K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.1K- 5.28% |
$21.2K - $22.9K
|
19.8K
$418K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.49K- 2.8% |
$28.7K - $31K
|
51.9K
$1.1M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.99K- 8.61% |
$38.1K - $41.3K
|
21.1K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.75K- 21.58% |
$110K - $119K
|
20.9K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.1K- 37.72% |
$289K - $312K
|
24.8K
$525K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-33.7K- 99.41% |
$647K - $700K
|
200
$4.22K
|