Institutional Ownership Ishares Tr Yield Optimized Bd (BYLD)
This table provides information about the institutional ownership of Ishares Tr Yield Optimized Bd (BYLD). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 5.57 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
657
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
541
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
386
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
375
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
202
shares
|
$0
0.0% of portfolio
|
Q2 2020
Added 84.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
89
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
6
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 98.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|