Latest Institutional Transactions on Ishares Tr Ishares Morningstar (IYLD)
This table provides information on the latest institutional transactions involving Ishares Tr Ishares Morningstar (IYLD) 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61+ 5.08% |
$1.18K - $1.23K
|
1.26K
$26K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.23K- 23.87% |
$62.4K - $65K
|
10.3K
$212K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.13K+ 3.27% |
$41.2K - $42.9K
|
67.3K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
18.7KNew |
$361K - $376K
|
18.7K
$384K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.73K+ 2.24% |
$33.4K - $34.8K
|
78.8K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
130K+ 153.87% |
$2.51M - $2.62M
|
214K
$4.41M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
865+ 6.11% |
$16.7K - $17.4K
|
15K
$309K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3KNew |
$411K - $428K
|
21.3K
$438K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.54K- 10.94% |
$68.4K - $71.3K
|
28.8K
$592K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163+ 0.25% |
$3.15K - $3.29K
|
65.9K
$1.36M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 5.08% |
$639 - $665
|
616
$12.7K
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
600New |
$11.6K - $12.1K
|
600
$12.4K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.6K+ 32.25% |
$108K - $113K
|
23K
$473K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 21.55% |
$50.9K - $53K
|
14.8K
$305K
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.51K- 10.48% |
$29.3K - $30.5K
|
12.9K
$266K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-5- 0.08% |
$96.8 - $101
|
6.66K
$137K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-444- 1.77% |
$8.59K - $8.95K
|
24.6K
$507K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-455Closed |
$8.8K - $9.17K
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
931New |
$18K - $18.8K
|
931
$19.2K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35+ 0.26% |
$677 - $706
|
13.6K
$280K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
164+ 1.3% |
$3.17K - $3.31K
|
12.8K
$264K
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
196New |
$3.79K - $3.95K
|
196
$4.04K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.9K- 34.4% |
$733K - $764K
|
72.2K
$1.49M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$336K - $350K
|
17.4K
$357K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 18.06% |
$62.9K - $65.5K
|
14.7K
$304K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53.7KNew |
$1.04M - $1.08M
|
53.7K
$1.11M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.89K+ 15.49% |
$56K - $58.3K
|
21.6K
$444K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-754- 8.31% |
$14.6K - $15.2K
|
8.32K
$171K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03K+ 371.94% |
$20K - $20.8K
|
1.31K
$27K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.79% |
$20.8K - $21.7K
|
27.3K
$562K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-446- 16.51% |
$8.63K - $8.99K
|
2.26K
$46.5K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.4K- 68.68% |
$201K - $209K
|
4.73K
$97.3K
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-410- 2.36% |
$7.93K - $8.27K
|
17K
$349K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.6KNew |
$320K - $334K
|
16.6K
$341K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.07K- 3.72% |
$40K - $41.6K
|
53.4K
$1.1M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.06% |
$58.1 - $60.5
|
4.7K
$96.8K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.22K- 6.3% |
$42.9K - $44.7K
|
33K
$679K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-200- 1.86% |
$3.87K - $4.03K
|
10.6K
$218K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150+ 50.0% |
$2.9K - $3.02K
|
450
$9.27K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
611+ 4.2% |
$11.8K - $12.3K
|
15.2K
$312K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 9.91% |
$273K - $280K
|
156K
$3.21M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 9.93% |
$23.6K - $24.2K
|
13.4K
$277K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88New |
$1.71K - $1.75K
|
88
$1.81K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10KNew |
$195K - $200K
|
10K
$207K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-187- 0.7% |
$3.64K - $3.73K
|
26.6K
$547K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.4K- 62.9% |
$417K - $427K
|
12.6K
$260K
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
8.82K+ 31.26% |
$172K - $176K
|
37K
$763K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-398- 2.56% |
$7.75K - $7.93K
|
15.1K
$312K
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-32.1K- 75.43% |
$625K - $640K
|
10.5K
$215K
|