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 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-18.3KClosed |
$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
$13K
|
|
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.1KClosed |
$347K - $498K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-33.6KClosed |
$610K - $876K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.7KClosed |
$212K - $304K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2KClosed |
$36.3K - $52.1K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-86Closed |
$1.56K - $2.24K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3.24K- 60.53% |
$58.7K - $84.4K
|
2.11K
$42.2K
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200Closed |
$3.63K - $5.21K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-9.14KClosed |
$166K - $238K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9KClosed |
$221K - $231K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Aspiriant, LLC
|
SELL
|
- |
-264KClosed |
$6.48M - $6.78M
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Trilogy Capital Inc.
|
SELL
|
- |
-244KClosed |
$6M - $6.28M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.87KClosed |
$46.4K - $46.9K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Us Bancorp \De\
|
SELL
|
- |
-129Closed |
$3.2K - $3.23K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.11KClosed |
$52.4K - $52.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-19.3KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3.83KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-156Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-607KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.21KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
75.6KNew |
N/A
|
75.6K
$1.51M
|
|
|
Nov 13, 2018
Q3 2018
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.47KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.49KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.15KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.33KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-353Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-208Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-241KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Comerica Bank
|
SELL
|
- |
-34KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.7KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Regions Financial Corp
|
SELL
|
- |
-658Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$25.6K
|
|
| Q1 2018 | |||||||
|
May 02, 2018
Q1 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-30.8KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 03, 2018
Q4 2017
|
Washington Trust Bank
|
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$20
|
|
|
Nov 13, 2017
Q3 2017
|
Stone X Group Inc.
|
SELL
|
- |
-39.3KClosed |
N/A
|
0
$0
|
|