Institute For Wealth Management, Llc. Ishares Tr Ishares Morningstar Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding IYLD
# of Institutions
56Shares Held
1.65MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY305KShares$6.45 Million0.0% of portfolio
- 
    
      Elevation Capital Advisory, LLC Bend, OR222KShares$4.69 Million1.89% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC203KShares$4.29 Million0.0% of portfolio
- 
    
      Kestra Advisory Services, LLC186KShares$3.92 Million0.02% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC89.4KShares$1.89 Million0.0% of portfolio