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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
268+ 1.78% |
$5.28K - $5.56K
|
15.3K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.4KNew |
$362K - $381K
|
18.4K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-209- 3.14% |
$4.12K - $4.33K
|
6.45K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 83.88% |
$222K - $234K
|
24.7K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.17% |
$158 - $166
|
4.71K
$94.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
187+ 1.46% |
$3.69K - $3.88K
|
13K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 10.99% |
$32.1K - $33.8K
|
16.5K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
697+ 55.27% |
$13.7K - $14.4K
|
1.96K
$39.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$204K - $214K
|
10.3K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
948+ 9.45% |
$18.7K - $19.7K
|
11K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.8K+ 72.12% |
$1.12M - $1.18M
|
136K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.03K+ 1.2% |
$40.1K - $42.1K
|
171K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.33K- 7.93% |
$105K - $111K
|
61.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.4K+ 149.62% |
$304K - $319K
|
25.7K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$197K - $207K
|
10K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.65K- 13.72% |
$71.9K - $75.6K
|
22.9K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.02% |
$59.2 - $62.2
|
12.9K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-144K- 67.44% |
$2.85M - $2.99M
|
69.7K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.68K- 14.7% |
$191K - $201K
|
56.2K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.07K+ 22.08% |
$100K - $105K
|
28K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
443New |
$8.74K - $9.18K
|
443
$8.9K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.34KNew |
$26.3K - $27.7K
|
1.34K
$26.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
197+ 100.51% |
$3.88K - $4.08K
|
393
$7.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11K- 15.16% |
$216K - $227K
|
61.3K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
616New |
$12.1K - $12.8K
|
616
$12.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-331- 1.34% |
$6.53K - $6.86K
|
24.3K
$488K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.59K- 15.66% |
$51.2K - $53.8K
|
14K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.11K+ 30.3% |
$81.1K - $85.3K
|
17.7K
$356K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-27.5K- 51.56% |
$543K - $571K
|
25.9K
$520K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.9K+ 85.85% |
$294K - $309K
|
32.3K
$648K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-800- 5.43% |
$15.8K - $16.6K
|
13.9K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
54.2KNew |
$1.07M - $1.12M
|
54.2K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.8KNew |
$272K - $286K
|
13.8K
$277K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-904- 3.31% |
$17.8K - $18.7K
|
26.4K
$531K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15+ 1.14% |
$296 - $311
|
1.33K
$26.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.13% |
$217 - $228
|
8.33K
$167K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-62- 10.06% |
$1.22K - $1.29K
|
554
$11.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-827- 4.87% |
$16.3K - $17.1K
|
16.1K
$324K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10KNew |
$197K - $207K
|
10K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.03K- 12.2% |
$79.4K - $83.4K
|
29K
$582K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-871- 8.24% |
$17.2K - $18.1K
|
9.7K
$195K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.2K+ 10.21% |
$43.4K - $45.6K
|
23.8K
$478K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 3.11% |
$33K - $34.6K
|
55.4K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
9.79KNew |
$193K - $203K
|
9.79K
$197K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.54K- 10.94% |
$68.4K - $71.3K
|
28.8K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3KNew |
$411K - $428K
|
21.3K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
18.7KNew |
$361K - $376K
|
18.7K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
600New |
$11.6K - $12.1K
|
600
$12.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-455Closed |
$8.8K - $9.17K
|
0
$0
|
|