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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-72.7KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-113KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.2KClosed |
N/A
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-25.5KClosed |
N/A
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-8.44KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-92.9KClosed |
N/A
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-825Closed |
N/A
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-281Closed |
N/A
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-9.7KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-44.2KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 28, 2021
Q1 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-8.08KClosed |
N/A
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-41KClosed |
N/A
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.9KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Pds Planning, Inc
|
SELL
|
- |
-8.5KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-347KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.34KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.2KClosed |
N/A
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-60KClosed |
N/A
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-120KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.14K+ 84.03% |
N/A
|
9.07K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.98KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-240Closed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.34KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
SELL
|
- |
-3.25KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-198Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.26KClosed |
N/A
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-636KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
| Q2 2019 | |||||||
|
Jan 30, 2024
Q2 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-620Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-533Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Stephens Inc
|
BUY
|
- |
30.1KNew |
N/A
|
30.1K
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.9KClosed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-397Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 12, 2018
Q4 2017
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-24.5KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|