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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.8K+ 72.12% |
$1.12M - $1.18M
|
136K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
54.2KNew |
$1.07M - $1.12M
|
54.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.4KNew |
$362K - $381K
|
18.4K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.4K+ 149.62% |
$304K - $319K
|
25.7K
$502K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.9K+ 85.85% |
$294K - $309K
|
32.3K
$631K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.8KNew |
$272K - $286K
|
13.8K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 83.88% |
$222K - $234K
|
24.7K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$204K - $214K
|
10.3K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$197K - $207K
|
10K
$196K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10KNew |
$197K - $207K
|
10K
$196K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
9.79KNew |
$193K - $203K
|
9.79K
$191K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$130K - $137K
|
6.6K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.07K+ 22.08% |
$100K - $105K
|
28K
$548K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.11K+ 30.3% |
$81.1K - $85.3K
|
17.7K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.2K+ 10.21% |
$43.4K - $45.6K
|
23.8K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.03K+ 1.2% |
$40.1K - $42.1K
|
171K
$3.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 3.11% |
$33K - $34.6K
|
55.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 10.99% |
$32.1K - $33.8K
|
16.5K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.34KNew |
$26.3K - $27.7K
|
1.34K
$26.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
948+ 9.45% |
$18.7K - $19.7K
|
11K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
697+ 55.27% |
$13.7K - $14.4K
|
1.96K
$38.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
616New |
$12.1K - $12.8K
|
616
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
443New |
$8.74K - $9.18K
|
443
$8.66K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
268+ 1.78% |
$5.28K - $5.56K
|
15.3K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
197+ 100.51% |
$3.88K - $4.08K
|
393
$7.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
187+ 1.46% |
$3.69K - $3.88K
|
13K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15+ 1.14% |
$296 - $311
|
1.33K
$25.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.13% |
$217 - $228
|
8.33K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.17% |
$158 - $166
|
4.71K
$92.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3KNew |
$411K - $428K
|
21.3K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
18.7KNew |
$361K - $376K
|
18.7K
$365K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
931New |
$18K - $18.8K
|
931
$18.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
611+ 4.2% |
$11.8K - $12.3K
|
15.2K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
600New |
$11.6K - $12.1K
|
600
$11.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150+ 50.0% |
$2.9K - $3.02K
|
450
$8.8K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
8.82K+ 31.26% |
$172K - $176K
|
37K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88New |
$1.71K - $1.75K
|
88
$1.72K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.2KNew |
$814K - $888K
|
44.2K
$863K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30.4K+ 447.4% |
$560K - $611K
|
37.2K
$727K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$215K - $234K
|
11.7K
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9.78KNew |
$180K - $197K
|
9.78K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.56% |
$73.7 - $80.5
|
261
$5.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 1.56% |
$73.7 - $80.5
|
261
$5.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$232K - $241K
|
12.3K
$240K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$199K - $206K
|
10.5K
$205K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
128KNew |
$2.42M - $2.51M
|
128K
$2.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
522New |
$9.83K - $10.2K
|
522
$10.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
62New |
$1.17K - $1.21K
|
62
$1.21K
|
|
| 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
$52.4K
|
|