Kovack Advisors, Inc. Ishares Tr Ishares Morningstar Transaction History

Kovack Advisors, Inc.

  • $907 Million
  • Q1 2025

A detailed history of Kovack Advisors, Inc. transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Kovack Advisors, Inc. holds 53,405 shares of IYLD stock, worth $1.09 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
53,405
Previous 45,755 16.72%
Holding current value
$1.09 Million
Previous $891,000 20.31%
% of portfolio
0.12%
Previous 0.09%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$19.42 - $20.31 $148,563 - $155,371
7,650 Added 16.72%
53,405 $1.07 Million
Q4 2024

Feb 04, 2025
BUY
$19.48 - $20.66 $262,980 - $278,910
13,500 Added 41.85%
45,755 $891,000
Q3 2024

Nov 05, 2024
BUY
$19.72 - $20.73 $293,828 - $308,877
14,900 Added 85.85%
32,255 $666,000
Q2 2024

Aug 02, 2024
BUY
$19.35 - $20.16 $335,819 - $349,876
17,355 New
17,355 $344,000
Q4 2023

Feb 02, 2024
BUY
$18.43 - $20.12 $105,051 - $114,684
5,700 Added 44.51%
18,505 $372,000
Q3 2023

Oct 19, 2023
SELL
$18.96 - $19.68 $105,417 - $109,420
-5,560 Reduced 30.27%
12,805 $243,000
Q2 2023

Jul 21, 2023
BUY
$18.84 - $19.52 $19,782 - $20,496
1,050 Added 6.06%
18,365 $358,000
Q4 2022

Feb 22, 2023
SELL
$18.04 - $19.73 $1,804 - $1,973
-100 Reduced 0.57%
17,315 $328,000
Q3 2022

Nov 14, 2022
BUY
$18.36 - $20.67 $22,950 - $25,837
1,250 Added 7.73%
17,415 $320,000
Q2 2022

Aug 10, 2022
SELL
$19.62 - $22.38 $112,520 - $128,349
-5,735 Reduced 26.19%
16,165 $321,000
Q1 2022

May 16, 2022
BUY
$21.76 - $23.86 $761 - $835
35 Added 0.16%
21,900 $489,000
Q4 2021

Jan 18, 2022
SELL
$23.68 - $24.27 $44,518 - $45,627
-1,880 Reduced 7.92%
21,865 $525,000
Q3 2021

Nov 03, 2021
BUY
$23.93 - $24.47 $598 - $611
25 Added 0.11%
23,745 $569,000
Q2 2021

Jul 29, 2021
SELL
$23.48 - $24.3 $110,473 - $114,331
-4,705 Reduced 16.55%
23,720 $574,000
Q1 2021

May 04, 2021
SELL
$23.24 - $24.06 $813 - $842
-35 Reduced 0.12%
28,425 $666,000
Q4 2020

Jan 14, 2021
SELL
$22.03 - $24.07 $467,586 - $510,885
-21,225 Reduced 42.72%
28,460 $685,000
Q3 2020

Nov 02, 2020
SELL
$22.15 - $23.13 $154,717 - $161,563
-6,985 Reduced 12.33%
49,685 $1.12 Million
Q2 2020

Jul 31, 2020
SELL
$18.99 - $23.14 $208,453 - $254,007
-10,977 Reduced 16.23%
56,670 $1.26 Million
Q1 2020

Apr 30, 2020
BUY
$18.15 - $26.07 $17,242 - $24,766
950 Added 1.42%
67,647 $1.35 Million
Q4 2019

Jan 29, 2020
BUY
$24.57 - $25.69 $296,437 - $309,949
12,065 Added 22.08%
66,697 $1.7 Million
Q3 2019

Oct 31, 2019
BUY
$24.82 - $25.07 $46,338 - $46,805
1,867 Added 3.54%
54,632 $1.36 Million
Q2 2019

Aug 14, 2019
BUY
N/A
3,100 Added 6.24%
52,765 $1.33 Million
Q1 2019

May 03, 2019
BUY
N/A
4,270 Added 9.41%
49,665 $1.23 Million
Q4 2018

Feb 06, 2019
BUY
N/A
1,500 Added 3.42%
45,395 $1.06 Million
Q3 2018

Oct 09, 2018
BUY
N/A
43,895 New
43,895 $1.09 Million
Q2 2018

Aug 01, 2018
SELL
N/A
-52,440 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-1,335 Reduced 2.48%
52,440 $1.31 Million
Q4 2017

May 15, 2018
BUY
N/A
53,775 New
53,775 $1.39 Million
Q4 2017

Feb 01, 2018
SELL
N/A
-10,750 Closed
0 $0
Q3 2017

Aug 02, 2018
SELL
N/A
-8,460 Reduced 44.04%
10,750 $278,000
Q2 2017

Aug 30, 2018
BUY
N/A
19,210
19,210 $492,000

Others Institutions Holding IYLD

# of Institutions
58
Shares Held
1.55M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

IYLD Quotes by TradingView
  • Ticker IYLD
  • Sector ETFs
  • Industry ETFs
More about IYLD
Track This Portfolio

Track Kovack Advisors, Inc. Portfolio

Follow Kovack Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovack Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kovack Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email