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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.7K+ 158.19% |
$1.01M - $1.03M
|
84.3K
$1.67M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.7K+ 156.65% |
$384K - $393K
|
32.3K
$641K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.5KNew |
$283K - $290K
|
14.5K
$288K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 9.91% |
$273K - $280K
|
156K
$3.09M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.8KNew |
$210K - $215K
|
10.8K
$214K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10KNew |
$195K - $200K
|
10K
$199K
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
8.82K+ 31.26% |
$172K - $176K
|
37K
$734K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.34K+ 92.4% |
$162K - $166K
|
17.4K
$344K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 9.93% |
$23.6K - $24.2K
|
13.4K
$267K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
972+ 6.89% |
$18.9K - $19.4K
|
15.1K
$299K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$5.84K - $5.98K
|
300
$5.95K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124+ 80.52% |
$2.41K - $2.47K
|
278
$5.51K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88New |
$1.71K - $1.75K
|
88
$1.75K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
71.8KNew |
$1.32M - $1.45M
|
71.8K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.2KNew |
$814K - $888K
|
44.2K
$876K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30.4K+ 447.4% |
$560K - $611K
|
37.2K
$737K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$215K - $234K
|
11.7K
$231K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9.78KNew |
$180K - $197K
|
9.78K
$194K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.7K+ 44.51% |
$105K - $115K
|
18.5K
$367K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
649New |
$12K - $13.1K
|
649
$12.9K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.56% |
$73.7 - $80.5
|
261
$5.18K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 1.56% |
$73.7 - $80.5
|
261
$5.18K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$232K - $241K
|
12.3K
$243K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$199K - $206K
|
10.5K
$208K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
128KNew |
$2.42M - $2.51M
|
128K
$2.55M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.6KNew |
$426K - $441K
|
22.6K
$448K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
522New |
$9.83K - $10.2K
|
522
$10.4K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
62New |
$1.17K - $1.21K
|
62
$1.23K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.68KNew |
$50.3K - $54.4K
|
2.68K
$53.2K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.64K+ 153.95% |
$30.7K - $33.3K
|
2.7K
$53.6K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$20.6K - $22.3K
|
1.1K
$21.8K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.75K - $4.06K
|
200
$3.97K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
158New |
$2.96K - $3.21K
|
158
$3.13K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 6.23% |
$750 - $812
|
682
$13.5K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
35.3KNew |
$651K - $696K
|
35.3K
$700K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.94KNew |
$72.7K - $77.8K
|
3.94K
$78.2K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.79KNew |
$33.1K - $35.4K
|
1.79K
$35.5K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$18.5K - $19.7K
|
1K
$19.8K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
600New |
$11.1K - $11.8K
|
600
$11.9K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.64% |
$166 - $178
|
1.42K
$28.1K
|
|
Q3 2022 | |||||||
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
30.7KNew |
N/A
|
30.7K
$609K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.87K+ 26.56% |
N/A
|
13.7K
$271K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 1.34% |
N/A
|
227
$4.5K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 1.29% |
N/A
|
157
$3.11K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
23.8KNew |
N/A
|
23.8K
$471K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.43KNew |
N/A
|
2.43K
$48.2K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800New |
N/A
|
800
$15.9K
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.3KNew |
N/A
|
2.3K
$45.6K
|
|
Q4 2021 | |||||||
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.21KNew |
N/A
|
1.21K
$24K
|