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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.92% |
$710 - $768
|
4.07K
$84.2K
|
|
|
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 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
123New |
$2.36K - $2.55K
|
123
$2.55K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.83K+ 15748.65% |
$113K - $118K
|
5.86K
$121K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 77.94% |
$29.6K - $31K
|
3.48K
$72.1K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.1K- 44.87% |
$216K - $226K
|
13.7K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-68- 0.55% |
$1.32K - $1.38K
|
12.3K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-237K- 79.09% |
$4.61M - $4.82M
|
62.7K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.58K- 4.03% |
$147K - $154K
|
181K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.8K+ 34.36% |
$1.01M - $1.05M
|
202K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-942- 6.91% |
$18.3K - $19.1K
|
12.7K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-164K- 68.98% |
$3.18M - $3.32M
|
73.6K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54- 0.35% |
$1.05K - $1.1K
|
15.4K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.1KNew |
$760K - $795K
|
39.1K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
146+ 1.33% |
$2.84K - $2.97K
|
11.1K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-306- 5.33% |
$5.94K - $6.21K
|
5.44K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.73K+ 4.53% |
$33.6K - $35.1K
|
39.9K
$826K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.4K- 65.78% |
$222K - $232K
|
5.95K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
277+ 1.27% |
$5.38K - $5.63K
|
22.1K
$458K
|
|
|
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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
484+ 2.36% |
$9.4K - $9.83K
|
21K
$435K
|
|
|
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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-331- 0.89% |
$6.43K - $6.72K
|
37K
$765K
|
|
|
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
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.03K- 4.27% |
$20K - $20.9K
|
23.1K
$478K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
379+ 0.45% |
$7.36K - $7.7K
|
84.2K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.92KNew |
$56.6K - $59.2K
|
2.92K
$60.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.06% |
$58.3 - $60.9
|
4.72K
$97.8K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.65K+ 16.72% |
$149K - $155K
|
53.4K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
200New |
$3.88K - $4.06K
|
200
$4.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.3K- 44.9% |
$259K - $271K
|
16.4K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.21K- 30.66% |
$140K - $146K
|
16.3K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.9KNew |
$658K - $689K
|
33.9K
$702K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 3.29% |
$34.7K - $36.3K
|
56.2K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 0.06% |
$311 - $325
|
25.8K
$533K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-843- 5.68% |
$16.4K - $17.1K
|
14K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-312- 32.67% |
$6.06K - $6.34K
|
643
$13.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.75K- 21.45% |
$53.4K - $55.9K
|
10.1K
$209K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.1K+ 97.96% |
$508K - $539K
|
52.7K
$1.09M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.22K- 23.03% |
$62.6K - $66.4K
|
10.8K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
188New |
$3.66K - $3.88K
|
188
$3.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 2.64% |
$682 - $723
|
1.36K
$28.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$2.92K - $3.1K
|
150
$3.11K
|
|