Lvw Advisors, LLC Ishares Tr Ishares Morningstar Transaction History

Lvw Advisors, LLC

  • $916 Million
  • Q3 2025

A detailed history of Lvw Advisors, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Lvw Advisors, LLC holds 9,428 shares of IYLD stock, worth $201,664. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,428
Holding current value
$201,664
% of portfolio
0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$20.48 - $21.33 $193,085 - $201,099
9,428 New
9,428 $200,000
Q3 2024

Oct 09, 2024
BUY
$19.72 - $20.73 $193,058 - $202,946
9,790 New
9,790 $202,000
Q1 2024

Apr 17, 2024
SELL
$19.46 - $19.93 $624,763 - $639,852
-32,105 Reduced 75.43%
10,459 $208,000
Q4 2023

Jan 12, 2024
BUY
$18.43 - $20.12 $784,454 - $856,387
42,564 New
42,564 $856,000
Q2 2023

Jul 14, 2023
SELL
$18.84 - $19.52 $1.14 Million - $1.18 Million
-60,480 Reduced 78.87%
16,200 $316,000
Q1 2023

May 02, 2023
SELL
$18.75 - $20.3 $987,881 - $1.07 Million
-52,687 Reduced 40.73%
76,680 $1.48 Million
Q4 2022

Jan 18, 2023
BUY
$18.04 - $19.73 $2.33 Million - $2.55 Million
129,367 New
129,367 $0

Others Institutions Holding IYLD

# of Institutions
60
Shares Held
1.53M
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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