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 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
931New |
$18K - $18.8K
|
931
$18.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-446- 16.51% |
$8.63K - $8.99K
|
2.26K
$45.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.4K- 68.68% |
$201K - $209K
|
4.73K
$95K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
611+ 4.2% |
$11.8K - $12.3K
|
15.2K
$305K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150+ 50.0% |
$2.9K - $3.02K
|
450
$9.05K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88New |
$1.71K - $1.75K
|
88
$1.77K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.4K- 62.9% |
$417K - $427K
|
12.6K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
8.82K+ 31.26% |
$172K - $176K
|
37K
$744K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-396- 2.35% |
$7.71K - $7.89K
|
16.5K
$331K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.56% |
$73.7 - $80.5
|
261
$5.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.2KNew |
$814K - $888K
|
44.2K
$888K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30.4K+ 447.4% |
$560K - $611K
|
37.2K
$747K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 1.56% |
$73.7 - $80.5
|
261
$5.25K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$215K - $234K
|
11.7K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-250- 38.46% |
$4.61K - $5.03K
|
400
$8.04K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9.78KNew |
$180K - $197K
|
9.78K
$197K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.75K- 60.0% |
$71.1K - $73.8K
|
2.5K
$50.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$232K - $241K
|
12.3K
$246K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-973- 69.01% |
$18.4K - $19.1K
|
437
$8.78K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$199K - $206K
|
10.5K
$211K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.33K- 9.77% |
$25.1K - $26.1K
|
12.3K
$246K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-341- 45.96% |
$6.47K - $6.71K
|
401
$8.06K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200- 57.14% |
$3.77K - $3.9K
|
150
$3.02K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
62New |
$1.17K - $1.21K
|
62
$1.25K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-109- 9.32% |
$2.05K - $2.13K
|
1.06K
$21.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
522New |
$9.83K - $10.2K
|
522
$10.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
128KNew |
$2.42M - $2.51M
|
128K
$2.58M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-25.9KClosed |
$486K - $526K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 6.23% |
$750 - $812
|
682
$13.7K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.66% |
$394 - $426
|
769
$15.5K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.68KNew |
$50.3K - $54.4K
|
2.68K
$53.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.75K - $4.06K
|
200
$4.02K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$20.6K - $22.3K
|
1.1K
$22.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
158New |
$2.96K - $3.21K
|
158
$3.18K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.64% |
$162 - $178
|
1.42K
$28.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
600New |
$10.8K - $11.8K
|
600
$12.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
35.3KNew |
$637K - $696K
|
35.3K
$709K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.94KNew |
$71.1K - $77.8K
|
3.94K
$79.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$18.1K - $19.7K
|
1K
$20.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 1.29% |
$36.7 - $41.3
|
157
$3.16K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 1.34% |
$55.1 - $62
|
227
$4.56K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.87K+ 26.56% |
$52.7K - $59.3K
|
13.7K
$275K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
30.7KNew |
$564K - $635K
|
30.7K
$618K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-9.04KClosed |
$177K - $202K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800New |
$15.7K - $17.9K
|
800
$16.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.43KNew |
$47.7K - $54.4K
|
2.43K
$48.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-9.45K- 63.64% |
$185K - $211K
|
5.4K
$109K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
23.8KNew |
$466K - $532K
|
23.8K
$477K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-12.2KClosed |
$240K - $273K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.2KClosed |
$62.9K - $71.7K
|
0
$0
|
|