Signature Estate & Investment Advisors LLC Ishares Tr Ishares Morningstar Transaction History

Signature Estate & Investment Advisors LLC

$4.21 Billion
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$19.48 - $20.66 $62,647 - $66,442	-3,216 Reduced 23.03%	10,751 $209,000
Q3 2024 Nov 06, 2024	SELL	$19.72 - $20.73 $51,153 - $53,773	-2,594 Reduced 15.66%	13,967 $288,000
Q2 2024 Jul 25, 2024	BUY	$19.35 - $20.16 $320,455 - $333,869	16,561 New	16,561 $328,000

Others Institutions Holding IYLD

# of Institutions

Shares Held

1.43M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

305K
Shares

$6.32 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

203K
Shares

$4.21 Million
0.0% of portfolio
Kestra Advisory Services, LLC

186K
Shares

$3.84 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

89.4K
Shares

$1.85 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

78.3K
Shares

$1.62 Million
0.0% of portfolio

View Full List

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