Financial Advocates Investment Management Ishares Tr Ishares Morningstar Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 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 55,682 shares of IYLD stock, worth $1.11 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
55,682
Holding current value
$1.11 Million
% of portfolio
0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$19.48 - $20.66 $1.08 Million - $1.15 Million
55,682 New
55,682 $1.08 Million
Q2 2024

Jul 26, 2024
SELL
$19.35 - $20.16 $200,524 - $208,918
-10,363 Reduced 68.68%
4,725 $93,000
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
$23.24 - $24.06 $884,398 - $915,603
-38,055 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$22.03 - $24.07 $838,351 - $915,983
38,055 New
38,055 $1.38 Million
Q3 2020

Nov 04, 2020
SELL
$22.15 - $23.13 $504,665 - $526,993
-22,784 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$18.99 - $23.14 $322,469 - $392,940
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
57
Shares Held
1.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

IYLD Quotes by TradingView
  • Ticker IYLD
  • Sector ETFs
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More about IYLD
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