Jnba Financial Advisors Ishares Tr Ishares Morningstar Transaction History

Jnba Financial Advisors

$947 Million
Q2 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	SELL	$18.96 - $19.68 $18,448 - $19,148	-973 Reduced 69.01%	437 $8,000
Q2 2023 Aug 03, 2023	SELL	$18.84 - $19.52 $35,174 - $36,443	-1,867 Reduced 56.97%	1,410 $27,000
Q1 2023 May 01, 2023	SELL	$18.75 - $20.3 $51,112 - $55,337	-2,726 Reduced 45.41%	3,277 $63,000
Q4 2022 Feb 06, 2023	SELL	$18.04 - $19.73 $945,296 - $1.03 Million	-52,400 Reduced 89.72%	6,003 $113,000
Q3 2022 Nov 07, 2022	SELL	$18.36 - $20.67 $214,077 - $241,012	-11,660 Reduced 16.64%	58,403 $1.07 Million
Q2 2022 Jul 22, 2022	SELL	$19.62 - $22.38 $417,238 - $475,933	-21,266 Reduced 23.29%	70,063 $1.39 Million
Q1 2022 Apr 29, 2022	SELL	$21.76 - $23.86 $256,224 - $280,951	-11,775 Reduced 11.42%	91,329 $2.04 Million
Q4 2021 Feb 03, 2022	SELL	$23.68 - $24.27 $468,864 - $480,546	-19,800 Reduced 16.11%	103,104 $2.48 Million
Q3 2021 Nov 10, 2021	SELL	$23.93 - $24.47 $239,826 - $245,238	-10,022 Reduced 7.54%	122,904 $2.94 Million
Q2 2021 Aug 04, 2021	BUY	$23.48 - $24.3 $450,041 - $465,758	19,167 Added 16.85%	132,926 $3.21 Million
Q1 2021 May 03, 2021	BUY	$23.24 - $24.06 $563,291 - $583,166	24,238 Added 27.08%	113,759 $2.67 Million
Q4 2020 Jan 25, 2021	BUY	$22.03 - $24.07 $4,516 - $4,934	205 Added 0.23%	89,521 $2.16 Million
Q3 2020 Nov 05, 2020	BUY	$22.15 - $23.13 $18,783 - $19,614	848 Added 0.96%	89,316 $2.01 Million
Q2 2020 Jul 24, 2020	BUY	$18.99 - $23.14 $120,054 - $146,291	6,322 Added 7.7%	88,468 $1.96 Million
Q1 2020 May 01, 2020	BUY	$18.15 - $26.07 $95,795 - $137,597	5,278 Added 6.87%	82,146 $1.64 Million
Q4 2019 Feb 10, 2020	BUY	$24.57 - $25.69 $133,021 - $139,085	5,414 Added 7.58%	76,868 $1.96 Million
Q3 2019 Nov 01, 2019	BUY	$24.82 - $25.07 $357,408 - $361,008	14,400 Added 25.24%	71,454 $1.78 Million
Q2 2019 Jul 26, 2019	BUY	N/A	16,471 Added 40.59%	57,054 $1.43 Million
Q1 2019 May 01, 2019	BUY	N/A	40,583 New	40,583 $1 Million

Others Institutions Holding IYLD

# of Institutions

55

Shares Held

1.27M

Call Options Held

0

Put Options Held

0

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