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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.75K - $4.06K
|
200
$4.03K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
158New |
$2.96K - $3.21K
|
158
$3.19K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 6.23% |
$750 - $812
|
682
$13.7K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
35.3KNew |
$637K - $696K
|
35.3K
$712K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.94KNew |
$71.1K - $77.8K
|
3.94K
$79.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$18.1K - $19.7K
|
1K
$20.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
600New |
$10.8K - $11.8K
|
600
$12.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.64% |
$162 - $178
|
1.42K
$28.5K
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
30.7KNew |
$564K - $635K
|
30.7K
$620K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.87K+ 26.56% |
$52.7K - $59.3K
|
13.7K
$276K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 1.34% |
$55.1 - $62
|
227
$4.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 1.29% |
$36.7 - $41.3
|
157
$3.17K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
23.8KNew |
$466K - $532K
|
23.8K
$479K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.43KNew |
$47.7K - $54.4K
|
2.43K
$49K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800New |
$15.7K - $17.9K
|
800
$16.1K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.3KNew |
$50K - $54.9K
|
2.3K
$46.4K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$598K - $612K
|
25K
$504K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
97New |
$2.14K - $2.33K
|
97
$1.96K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200+ 44.44% |
$3.63K - $5.21K
|
650
$13.1K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
75.6KNew |
N/A
|
75.6K
$1.52M
|
|
| Q2 2018 | |||||||
|
Jul 23, 2018
Q2 2018
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$25.8K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$20.2
|
|