Latest Institutional Transactions on Ishares Tr Yield Optimized Bd (BYLD)
This table provides information on the latest institutional transactions involving Ishares Tr Yield Optimized Bd (BYLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.5K- 27.86% |
N/A
|
79K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.69K- 7.56% |
N/A
|
20.7K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
590KNew |
N/A
|
590K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-141- 1.33% |
N/A
|
10.5K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27New |
N/A
|
27
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-196- 0.41% |
N/A
|
48.1K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-21- 3.88% |
N/A
|
520
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
59.8KNew |
N/A
|
59.8K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
13.9K+ 11.84% |
N/A
|
131K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.42K+ 1.13% |
N/A
|
217K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-850- 4.33% |
N/A
|
18.8K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.01K+ 3378.65% |
N/A
|
3.1K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.61K- 44.12% |
N/A
|
12.2K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 10.79% |
N/A
|
126K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.67K- 4.26% |
N/A
|
82.5K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.25K+ 41.69% |
N/A
|
24.6K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.14K+ 16.68% |
N/A
|
21.9K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-92.6K- 38.02% |
N/A
|
151K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
900New |
N/A
|
900
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.54K+ 8.2% |
N/A
|
33.5K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-56- 8.52% |
N/A
|
601
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.85K+ 5.94% |
N/A
|
50.7K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-846- 4.81% |
N/A
|
16.7K
$0
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
690+ 1.14% |
N/A
|
61K
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.66K+ 28.84% |
N/A
|
25.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.9KNew |
N/A
|
54.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 9.82% |
N/A
|
19.5K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.5% |
N/A
|
200
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
60.4K+ 47.37% |
N/A
|
188K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
87.8KNew |
N/A
|
87.8K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
88.9KNew |
N/A
|
88.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
86K+ 101.0% |
N/A
|
171K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-309- 98.1% |
N/A
|
6
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.5K+ 17.71% |
N/A
|
83.4K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
90K+ 211.89% |
N/A
|
132K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-6.11K- 10.95% |
N/A
|
49.7K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.09K- 31.67% |
N/A
|
19.6K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
530+ 3.62% |
N/A
|
15.2K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.69KNew |
N/A
|
3.69K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.91KNew |
N/A
|
5.91K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 33.02% |
N/A
|
731K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-38K- 4.4% |
N/A
|
826K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 246.84% |
N/A
|
149K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.32K+ 2.56% |
N/A
|
52.9K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
82.7KNew |
N/A
|
82.7K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
66.6K+ 18.55% |
N/A
|
426K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-899- 11.56% |
N/A
|
6.88K
$0
|
|