Latest Institutional Purchases of Ishares Tr Ishares Morningstar (IYLD)
This list provides information on the latest institutional transactions involving Ishares Tr Ishares Morningstar (IYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21KNew |
$402K - $435K
|
21K
$434K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
123New |
$2.36K - $2.55K
|
123
$2.55K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.92% |
$710 - $768
|
4.07K
$84.2K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
269KNew |
$5.22M - $5.46M
|
269K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.8K+ 34.36% |
$1.01M - $1.05M
|
202K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.1KNew |
$760K - $795K
|
39.1K
$810K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.9KNew |
$658K - $689K
|
33.9K
$702K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.65K+ 16.72% |
$149K - $155K
|
53.4K
$1.11M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.83K+ 15748.65% |
$113K - $118K
|
5.86K
$121K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.92KNew |
$56.6K - $59.2K
|
2.92K
$60.4K
|
|
|
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
|
|
|
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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 77.94% |
$29.6K - $31K
|
3.48K
$72.1K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
484+ 2.36% |
$9.4K - $9.83K
|
21K
$435K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
379+ 0.45% |
$7.36K - $7.7K
|
84.2K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
277+ 1.27% |
$5.38K - $5.63K
|
22.1K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
200New |
$3.88K - $4.06K
|
200
$4.14K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
146+ 1.33% |
$2.84K - $2.97K
|
11.1K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 0.06% |
$311 - $325
|
25.8K
$533K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.06% |
$58.3 - $60.9
|
4.72K
$97.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
55.7KNew |
$1.08M - $1.15M
|
55.7K
$1.15M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.1K+ 97.96% |
$508K - $539K
|
52.7K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.72K+ 45.69% |
$91.9K - $97.5K
|
15K
$311K
|
|
|
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 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
205New |
$3.99K - $4.24K
|
205
$4.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
188New |
$3.66K - $3.88K
|
188
$3.89K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$2.92K - $3.1K
|
150
$3.11K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 2.64% |
$682 - $723
|
1.36K
$28.2K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
54.2KNew |
$1.07M - $1.12M
|
54.2K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$197K - $207K
|
10K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10KNew |
$197K - $207K
|
10K
$207K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
9.79KNew |
$193K - $203K
|
9.79K
$203K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$130K - $137K
|
6.6K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.34KNew |
$26.3K - $27.7K
|
1.34K
$27.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
616New |
$12.1K - $12.8K
|
616
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
197+ 100.51% |
$3.88K - $4.08K
|
393
$8.14K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
18.7KNew |
$361K - $376K
|
18.7K
$386K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
611+ 4.2% |
$11.8K - $12.3K
|
15.2K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
600New |
$11.6K - $12.1K
|
600
$12.4K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
8.82K+ 31.26% |
$172K - $176K
|
37K
$767K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88New |
$1.71K - $1.75K
|
88
$1.82K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.2KNew |
$814K - $888K
|
44.2K
$914K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30.4K+ 447.4% |
$560K - $611K
|
37.2K
$770K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$215K - $234K
|
11.7K
$241K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9.78KNew |
$180K - $197K
|
9.78K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.56% |
$73.7 - $80.5
|
261
$5.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 1.56% |
$73.7 - $80.5
|
261
$5.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$232K - $241K
|
12.3K
$254K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$199K - $206K
|
10.5K
$217K
|
|