Purchases and Sales Made in Q3 2025 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.74K+ 16.44% |
$200K - $208K
|
69K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
9.43KNew |
$193K - $201K
|
9.43K
$199K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.82K+ 10.3% |
$78.2K - $81.4K
|
40.9K
$863K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.86% |
$717 - $747
|
4.03K
$85.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-100- 81.3% |
$2.05K - $2.13K
|
23
$486
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-413- 4.05% |
$8.46K - $8.81K
|
9.78K
$207K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.99K- 42.14% |
$40.8K - $42.5K
|
2.74K
$57.8K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.96K- 30.43% |
$102K - $106K
|
11.3K
$240K
|