Purchases and Sales Made in Q1 2023 in Ishares Tr Yield Optimized Bd (BYLD)
This table provides information about the institutional ownership of Ishares Tr Yield Optimized Bd (BYLD) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR YIELD OPTIMIZED BD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
118K+ 18.78% |
N/A
|
747K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
16.2K+ 3062.12% |
N/A
|
16.7K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1K+ 11.47% |
N/A
|
117K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
9.3KNew |
N/A
|
9.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.18K+ 10.02% |
N/A
|
67.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.09K+ 12.97% |
N/A
|
44.3K
$0
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
1.74K+ 9.98% |
N/A
|
19.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.56K+ 3.43% |
N/A
|
47.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.33K+ 6.04% |
N/A
|
23.4K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
848+ 2.84% |
N/A
|
30.7K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
818+ 2.68% |
N/A
|
31.4K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
640+ 1.96% |
N/A
|
33.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
612+ 6.26% |
N/A
|
10.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
592+ 0.98% |
N/A
|
60.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
367+ 12.91% |
N/A
|
3.21K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
199New |
N/A
|
199
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 5.88% |
N/A
|
16
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7- 0.06% |
N/A
|
10.9K
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-486- 2.49% |
N/A
|
19.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.01K- 4.99% |
N/A
|
19.3K
$0
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.72K- 7.98% |
N/A
|
19.8K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.04K- 3.21% |
N/A
|
61.5K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.06K- 15.84% |
N/A
|
10.9K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.07K- 1.72% |
N/A
|
175K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-4K- 15.14% |
N/A
|
22.4K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.27K- 11.07% |
N/A
|
42.4K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.2K- 34.21% |
N/A
|
31.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 99.66% |
N/A
|
63
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-262K- 25.92% |
N/A
|
748K
$0
|