N.E.W. Advisory Services LLC Ishares Tr Ishares Morningstar Transaction History
N.E.W. Advisory Services LLC
- $1.11 Billion
- Q3 2025
A detailed history of N.E.W. Advisory Services LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 2,916 shares of IYLD stock, worth $62,373. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,916
Previous 2,916
-0.0%
Holding current value
$62,373
Previous $60,000
3.33%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IYLD
# of Institutions
60Shares Held
1.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY307KShares$6.56 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC230KShares$4.91 Million0.0% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR222KShares$4.75 Million1.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC89.6KShares$1.92 Million0.0% of portfolio
-
Perigon Wealth Management, LLC San Francisco, CA69KShares$1.48 Million0.03% of portfolio