Latest Institutional Transactions on Ishares Tr Ishares Morningstar (IYLD)

IYLD Quotes by TradingView

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 05, 2022 Q2 2022
Future Financial Wealth Managment LLC

SELL
 -
-2K
Closed
$39.2K - $44.8K
0 $0
Q1 2022
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-7
Closed
$152 - $167
0 $0
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-14.8K
Closed
$321K - $352K
0 $0
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-900
Closed
$19.6K - $21.5K
0 $0
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.06K
Closed
$23K - $25.2K
0 $0
May 11, 2022 Q1 2022
Mystic Asset Management, Inc.

Warwick, RI
SELL
 -
-550
Closed
$12K - $13.1K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-4.12K
Closed
$89.7K - $98.3K
0 $0
May 04, 2022 Q1 2022
Reston Wealth Management LLC

SELL
 -
-11.4K
Closed
$247K - $271K
0 $0
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
2.3K
New
$50K - $54.9K
2.3K $46.2K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-4.8K
Closed
$104K - $115K
0 $0
Apr 21, 2022 Q1 2022
Trinity Wealth Management, LLC

SELL
 -
-8.37K
Closed
$182K - $200K
0 $0
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-18.3K
Closed
$399K - $437K
0 $0
Q4 2021
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-4
Closed
$94.7 - $97.1
0 $0
Feb 10, 2022 Q4 2021
Old Mission Capital LLC

SELL
 -
-34.9K
Closed
$827K - $847K
0 $0
Feb 09, 2022 Q4 2021
55 I, LLC

Boston, MA
SELL
 -
-16.2K
Closed
$385K - $394K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-885
Closed
$21K - $21.5K
0 $0
Feb 02, 2022 Q4 2021
Clearview Wealth Advisors LLC

SELL
 -
-400
Closed
$9.47K - $9.71K
0 $0
Jan 31, 2022 Q4 2021
Cwm, LLC

SELL
 -
-158
Closed
$3.74K - $3.83K
0 $0
Q3 2021
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
25K
New
$598K - $612K
25K $503K
Q2 2021
Aug 24, 2021 Q2 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-13.1K
Closed
$308K - $319K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.13K
Closed
$26.5K - $27.4K
0 $0
Aug 16, 2021 Q2 2021
Stringer Asset Management, LLC

Memphis, TN
SELL
 -
-35.2K
Closed
$827K - $856K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-3.08K
Closed
$72.4K - $74.9K
0 $0
Jul 28, 2021 Q2 2021
Pfg Advisors

SELL
 -
-10.5K
Closed
$247K - $256K
0 $0
Jul 21, 2021 Q2 2021
Ae Wealth Management LLC

SELL
 -
-8.66K
Closed
$203K - $210K
0 $0
Jul 14, 2021 Q2 2021
Stonehearth Capital Management, LLC

SELL
 -
-10.5K
Closed
$246K - $255K
0 $0
Q1 2021
May 03, 2021 Q1 2021
Calton & Associates, Inc.

SELL
 -
-17K
Closed
$395K - $409K
0 $0
Apr 20, 2021 Q1 2021
Great Valley Advisor Group, Inc.

SELL
 -
-37.5K
Closed
$871K - $902K
0 $0
Q4 2020
Feb 22, 2022 Q4 2020
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-1.2K
Closed
$26.5K - $28.9K
0 $0
Feb 18, 2021 Q4 2020
Truist Financial Corp

SELL
 -
-11.9K
Closed
$262K - $286K
0 $0
Feb 16, 2021 Q4 2020
Hoese & CO LLP

BUY
 -
97
New
$2.14K - $2.33K
97 $1.95K
Feb 11, 2021 Q4 2020
Northern Trust Corp

Chicago, IL
SELL
 -
-23.8K
Closed
$524K - $572K
0 $0
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

SELL
 -
-15.6K
Closed
$345K - $377K
0 $0
Feb 09, 2021 Q4 2020
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-516
Closed
$11.4K - $12.4K
0 $0
Feb 08, 2021 Q4 2020
Balentine LLC

Atlanta, GA
SELL
 -
-6.25K
Closed
$138K - $151K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-2.55K
Closed
$56.1K - $61.3K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-3K
Closed
$66.1K - $72.2K
0 $0
Jan 27, 2021 Q4 2020
Rpg Investment Advisory, LLC

SELL
 -
-534
Closed
$11.8K - $12.9K
0 $0
Jan 26, 2021 Q4 2020
Thoroughbred Financial Services, LLC

SELL
 -
-15.4K
Closed
$339K - $371K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-5
Closed
$111 - $116
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-1K
Closed
$22.2K - $23.2K
0 $0
Nov 13, 2020 Q3 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-6.67K
Closed
$148K - $154K
0 $0
Oct 06, 2020 Q3 2020
Creative Financial Designs Inc

SELL
 -
-3.05K
Closed
$67.5K - $70.5K
0 $0
Q2 2020
Aug 19, 2020 Q2 2020
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-137K
Closed
$2.59M - $3.16M
0 $0
Aug 14, 2020 Q2 2020
Two Sigma Securities, LLC

New York, NY
SELL
 -
-13.9K
Closed
$264K - $321K
0 $0
Aug 13, 2020 Q2 2020
Vestmark Advisory Solutions, Inc.

SELL
 -
-11.4K
Closed
$216K - $263K
0 $0
Aug 03, 2020 Q2 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-18.3K
Closed
$347K - $423K
0 $0
Q1 2020
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
200
+ 44.44%
$3.63K - $5.21K
650 $13.1K
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-33.6K
Closed
$610K - $876K
0 $0

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