Lvw Advisors, LLC Ishares Tr Ishares Morningstar Transaction History

Lvw Advisors, LLC

$771 Million
Q3 2024

A detailed history of Lvw Advisors, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Lvw Advisors, LLC holds 9,790 shares of IYLD stock, worth $191,394. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,790

Holding current value

$191,394

% of portfolio

0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

1.22M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES MORNINGSTAR

Ticker IYLD
Sector ETFs
Industry ETFs

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