Mayflower Financial Advisors, LLC Ishares Tr Ishares Morningstar Transaction History

Mayflower Financial Advisors, LLC

$629 Million
Q3 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 13,944 shares of IYLD stock, worth $281,529. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,944

Previous 14,744 5.43%

Holding current value

$281,529

Previous $292,000 1.37%

% of portfolio

0.05%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$19.72 - $20.73 $15,776 - $16,584	-800 Reduced 5.43%	13,944 $288,000
Q2 2024 Aug 02, 2024	SELL	$19.35 - $20.16 $62,887 - $65,520	-3,250 Reduced 18.06%	14,744 $292,000
Q4 2023 Jan 22, 2024	SELL	$18.43 - $20.12 $30,649 - $33,459	-1,663 Reduced 8.46%	17,994 $362,000
Q4 2022 Jan 25, 2023	BUY	$18.04 - $19.73 $354,612 - $387,832	19,657 New	19,657 $0
Q3 2022 Oct 19, 2022	BUY	$18.36 - $20.67 $499,263 - $562,079	27,193 New	27,193 $499,000
Q2 2022 Jul 15, 2022	SELL	$19.62 - $22.38 $40,789 - $46,528	-2,079 Reduced 7.09%	27,248 $540,000
Q1 2022 Apr 21, 2022	SELL	$21.76 - $23.86 $8,704 - $9,544	-400 Reduced 1.35%	29,327 $656,000
Q2 2021 Jul 29, 2021	SELL	$23.48 - $24.3 $34,351 - $35,550	-1,463 Reduced 4.69%	29,727 $719,000
Q1 2021 Apr 23, 2021	SELL	$23.24 - $24.06 $6,971 - $7,218	-300 Reduced 0.95%	31,190 $731,000
Q4 2020 Apr 12, 2021	BUY	$22.03 - $24.07 $693,724 - $757,964	31,490 New	31,490 $758,000

Others Institutions Holding IYLD

# of Institutions

Shares Held

1.34M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES MORNINGSTAR

Ticker IYLD
Sector ETFs
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Mayflower Financial Advisors, LLC Ishares Tr Ishares Morningstar Transaction History