Latest Institutional Sells of Ishares Tr Ishares Morningstar (IYLD)
This list provides information on the latest institutional transactions involving Ishares Tr Ishares Morningstar (IYLD) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-173K- 69.19% |
$3.37M - $3.45M
|
77K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-145K- 69.06% |
$2.83M - $2.9M
|
65.1K
$1.29M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37.3K- 74.66% |
$725K - $743K
|
12.6K
$251K
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-32.1K- 75.43% |
$625K - $640K
|
10.5K
$207K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.7K- 62.96% |
$618K - $633K
|
18.7K
$370K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23K- 62.95% |
$447K - $458K
|
13.5K
$268K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.4K- 62.9% |
$417K - $427K
|
12.6K
$251K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.5K- 60.25% |
$399K - $409K
|
13.5K
$269K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 57.7% |
$241K - $247K
|
9.07K
$180K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.26K- 6.97% |
$161K - $165K
|
110K
$2.18M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.75K- 19.21% |
$131K - $134K
|
28.4K
$563K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.31K- 8.76% |
$123K - $126K
|
65.7K
$1.3M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.15K- 12.76% |
$100K - $103K
|
35.2K
$698K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.47K- 23.66% |
$87K - $89.1K
|
14.4K
$286K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 17.47% |
$50.2K - $51.5K
|
12.2K
$242K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.08K- 23.83% |
$40.6K - $41.5K
|
6.66K
$132K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.02K- 12.46% |
$39.2K - $40.2K
|
14.2K
$281K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.8K- 3.14% |
$35K - $35.9K
|
55.5K
$1.1M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-735- 13.52% |
$14.3K - $14.6K
|
4.7K
$93.2K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-398- 2.56% |
$7.75K - $7.93K
|
15.1K
$300K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-396- 2.35% |
$7.71K - $7.89K
|
16.5K
$326K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-187- 0.7% |
$3.64K - $3.73K
|
26.6K
$527K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-82- 0.33% |
$1.6K - $1.63K
|
25.1K
$497K
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-28- 0.16% |
$545 - $558
|
17.4K
$345K
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 8.46% |
$30.6K - $33.5K
|
18K
$357K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-400- 25.0% |
$7.37K - $8.05K
|
1.2K
$23.8K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-250- 38.46% |
$4.61K - $5.03K
|
400
$7.93K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.02K- 38.9% |
$133K - $138K
|
11K
$219K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.75K- 60.0% |
$71.1K - $73.8K
|
2.5K
$49.6K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.33K- 9.77% |
$25.1K - $26.1K
|
12.3K
$243K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-973- 69.01% |
$18.4K - $19.1K
|
437
$8.67K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-341- 45.96% |
$6.47K - $6.71K
|
401
$7.95K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200- 57.14% |
$3.77K - $3.9K
|
150
$2.97K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-109- 9.32% |
$2.05K - $2.13K
|
1.06K
$21K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-25.9KClosed |
$486K - $526K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.66% |
$394 - $426
|
769
$15.2K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-12.2KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-9.45K- 63.64% |
N/A
|
5.4K
$107K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-9.04KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.2KClosed |
N/A
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.3KClosed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-8.37KClosed |
N/A
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.8KClosed |
N/A
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.12KClosed |
N/A
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.21KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.06KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-550Closed |
N/A
|
0
$0
|