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 $1.08 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
53,405
Previous 45,755 16.72%
Holding current value
$1.08 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
1.68M
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
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