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, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.99K- 8.61% |
$38.1K - $41.3K
|
21.1K
$437K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
125K+ 69.0% |
$2.39M - $2.59M
|
305K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
40.3KNew |
$773K - $836K
|
40.3K
$834K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
730+ 13.43% |
$14K - $15.2K
|
6.17K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-681- 19.55% |
$13.1K - $14.1K
|
2.8K
$58K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-200- 1.3% |
$3.84K - $4.15K
|
15.2K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- -0.0% |
$19.2 - $20.8
|
22.1K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-659- 5.38% |
$12.6K - $13.7K
|
11.6K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-401- 3.16% |
$7.7K - $8.32K
|
12.3K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.1K- 37.72% |
$289K - $312K
|
24.8K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.5K+ 24.75% |
$298K - $322K
|
78.3K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
652+ 0.32% |
$12.5K - $13.5K
|
203K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-993- 8.92% |
$19.1K - $20.6K
|
10.1K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
112K+ 152.33% |
$2.15M - $2.33M
|
186K
$3.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.75K- 21.58% |
$110K - $119K
|
20.9K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
146+ 2.49% |
$2.8K - $3.03K
|
6.01K
$124K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48- 0.81% |
$921 - $996
|
5.91K
$122K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.23K+ 6.22% |
$100K - $109K
|
89.4K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
80New |
$1.54K - $1.66K
|
80
$1.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16+ 1.17% |
$307 - $332
|
1.38K
$28.5K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 6.6% |
$26.6K - $28.8K
|
22.4K
$464K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91+ 0.25% |
$1.75K - $1.89K
|
37.1K
$767K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.49K- 2.8% |
$28.7K - $31K
|
51.9K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10+ 0.04% |
$192 - $208
|
25.8K
$533K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 66.12% |
$207K - $224K
|
27.2K
$562K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-33.7K- 99.41% |
$647K - $700K
|
200
$4.14K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.2KNew |
$196K - $212K
|
10.2K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.08K+ 5.48% |
$59.1K - $63.9K
|
59.3K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21KNew |
$402K - $435K
|
21K
$434K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-53- 5.17% |
$1.02K - $1.1K
|
973
$20.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.92% |
$710 - $768
|
4.07K
$84.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
123New |
$2.36K - $2.55K
|
123
$2.55K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.1K- 44.87% |
$216K - $226K
|
13.7K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.1KNew |
$760K - $795K
|
39.1K
$810K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-676- 2.86% |
$13.1K - $13.7K
|
22.9K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
269KNew |
$5.22M - $5.46M
|
269K
$5.56M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-110- 11.82% |
$2.14K - $2.23K
|
821
$17K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-485- 56.4% |
$9.42K - $9.85K
|
375
$7.76K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.06% |
$58.3 - $60.9
|
4.72K
$97.8K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.92KNew |
$56.6K - $59.2K
|
2.92K
$60.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
200New |
$3.88K - $4.06K
|
200
$4.14K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.21K- 30.66% |
$140K - $146K
|
16.3K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-312- 32.67% |
$6.06K - $6.34K
|
643
$13.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-843- 5.68% |
$16.4K - $17.1K
|
14K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.75K- 21.45% |
$53.4K - $55.9K
|
10.1K
$209K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
205New |
$3.99K - $4.24K
|
205
$4.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.72K+ 45.69% |
$91.9K - $97.5K
|
15K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.33K- 36.32% |
$182K - $193K
|
16.4K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.12K+ 6.08% |
$21.7K - $23.1K
|
19.5K
$403K
|
|