Purchases and Sales Made in Q2 2025 in Ishares Tr Yield Optimized Bd (BYLD)
This table provides information about the institutional ownership of Ishares Tr Yield Optimized Bd (BYLD) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
203K+ 147.43% |
N/A
|
341K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
58.3K+ 216.88% |
N/A
|
85.1K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
55.9K+ 41.44% |
N/A
|
191K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36K+ 17.28% |
N/A
|
244K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.3K+ 55.96% |
N/A
|
98.4K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 4.38% |
N/A
|
838K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
32.1K+ 12.02% |
N/A
|
299K
$0
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.3KNew |
N/A
|
17.3K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.7K+ 1.71% |
N/A
|
937K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.83KNew |
N/A
|
9.83K
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8.65KNew |
N/A
|
8.65K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.18KNew |
N/A
|
8.18K
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.75K+ 2.28% |
N/A
|
348K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.57K+ 38.49% |
N/A
|
27.2K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.63K+ 6.85% |
N/A
|
56.6K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.28K+ 0.73% |
N/A
|
312K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.17K+ 0.85% |
N/A
|
259K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.73K+ 8.78% |
N/A
|
21.5K
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.41K+ 6.74% |
N/A
|
22.3K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.26KNew |
N/A
|
1.26K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
964+ 2.02% |
N/A
|
48.6K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
956+ 9.38% |
N/A
|
11.2K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
644New |
N/A
|
644
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
500+ 0.37% |
N/A
|
137K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
441+ 3.44% |
N/A
|
13.3K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
208New |
N/A
|
208
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
107+ 1.56% |
N/A
|
6.98K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6+ 0.03% |
N/A
|
18.9K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.24% |
N/A
|
422
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8- 0.01% |
N/A
|
60.2K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-247- 0.44% |
N/A
|
55.9K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-352- 3.67% |
N/A
|
9.24K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-448- 0.93% |
N/A
|
47.9K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-474- 1.91% |
N/A
|
24.3K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-857- 29.98% |
N/A
|
2K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.64K- 44.3% |
N/A
|
2.06K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.69K- 98.66% |
N/A
|
23
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.39K- 19.4% |
N/A
|
9.93K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.01K- 97.13% |
N/A
|
89
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.59K- 59.26% |
N/A
|
2.47K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-3.69K- 16.97% |
N/A
|
18.1K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.22K- 10.7% |
N/A
|
35.3K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.28K- 15.11% |
N/A
|
29.6K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.61K- 17.74% |
N/A
|
26K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-10.6K- 12.77% |
N/A
|
72.3K
$0
|