Financial Advocates Investment Management Ishares Tr Ishares Morningstar Transaction History

Financial Advocates Investment Management

$1.72 Billion
Q1 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Financial Advocates Investment Management holds 15,088 shares of IYLD stock, worth $299,195. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,088

Previous 14,116 6.89%

Holding current value

$299,195

Previous $284,000 5.63%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$19.46 - $19.93 $18,915 - $19,371	972 Added 6.89%	15,088 $300,000
Q4 2023 Feb 08, 2024	BUY	$18.43 - $20.12 $260,157 - $284,013	14,116 New	14,116 $284,000
Q2 2023 Aug 07, 2023	SELL	$18.84 - $19.52 $1,186 - $1,229	-63 Reduced 0.12%	51,636 $1.01 Million
Q1 2023 May 11, 2023	BUY	$18.75 - $20.3 $969,356 - $1.05 Million	51,699 New	51,699 $995,000
Q1 2021 May 10, 2021	SELL	N/A	-38,055 Closed	0 $0

Q4 2020 Feb 12, 2021	BUY	N/A	38,055 New	38,055 $1.38 Million
Q3 2020 Nov 04, 2020	SELL	N/A	-22,784 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	N/A	16,981 Added 292.62%	22,784 $1.06 Million
Q4 2018 Feb 14, 2019	BUY	N/A	66 Added 1.15%	5,803 $0
Q3 2018 Nov 14, 2018	BUY	N/A	5,737 New	5,737 $0

Others Institutions Holding IYLD

# of Institutions

Shares Held

1.12M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES MORNINGSTAR

Ticker IYLD
Sector ETFs
Industry ETFs

More about IYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Ishares Tr Ishares Morningstar Transaction History