Latest Institutional Sells of Ishares Tr Yield Optimized Bd (BYLD)
This list provides information on the latest institutional transactions involving Ishares Tr Yield Optimized Bd (BYLD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-122K- 92.42% |
N/A
|
10K
$0
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-92.6K- 38.02% |
N/A
|
151K
$0
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.1K- 6.17% |
N/A
|
686K
$0
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.5K- 27.86% |
N/A
|
79K
$0
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-18.9K- 38.11% |
N/A
|
30.8K
$0
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 10.79% |
N/A
|
126K
$0
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.61K- 44.12% |
N/A
|
12.2K
$0
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.19K- 26.65% |
N/A
|
14.3K
$0
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.67K- 4.26% |
N/A
|
82.5K
$0
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.69K- 7.56% |
N/A
|
20.7K
$0
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-890- 5.85% |
N/A
|
14.3K
$0
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-850- 4.33% |
N/A
|
18.8K
$0
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-846- 4.81% |
N/A
|
16.7K
$0
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-196- 0.41% |
N/A
|
48.1K
$0
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-141- 1.33% |
N/A
|
10.5K
$0
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-56- 8.52% |
N/A
|
601
$0
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-21- 3.88% |
N/A
|
520
$0
|
|
Q3 2024 | |||||||
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-480K- 95.61% |
N/A
|
22K
$0
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.09K- 31.67% |
N/A
|
19.6K
$0
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-899- 11.56% |
N/A
|
6.88K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-248- 0.08% |
N/A
|
303K
$0
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-67.1K- 76.38% |
N/A
|
20.8K
$0
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.84K- 6.46% |
N/A
|
41.1K
$0
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-405- 2.33% |
N/A
|
17K
$0
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-127- 12.89% |
N/A
|
858
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-133- 0.76% |
N/A
|
17.4K
$0
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-10.8K- 48.18% |
N/A
|
11.6K
$0
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 99.66% |
N/A
|
63
$0
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 5.88% |
N/A
|
16
$0
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-55.5KClosed |
N/A
|
0
$0
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-47.9KClosed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9.6KClosed |
N/A
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-7.12KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-72.7KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.68KClosed |
N/A
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-207Closed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-113KClosed |
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
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20KClosed |
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
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-9.7KClosed |
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
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-44.2KClosed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-41KClosed |
N/A
|
0
$0
|
|
May 28, 2021
Q1 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|