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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-33.7K- 99.41% |
$647K - $700K
|
200
$4.14K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.1K- 37.72% |
$289K - $312K
|
24.8K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.75K- 21.58% |
$110K - $119K
|
20.9K
$432K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.99K- 8.61% |
$38.1K - $41.3K
|
21.1K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.49K- 2.8% |
$28.7K - $31K
|
51.9K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-993- 8.92% |
$19.1K - $20.6K
|
10.1K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-681- 19.55% |
$13.1K - $14.1K
|
2.8K
$58K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-659- 5.38% |
$12.6K - $13.7K
|
11.6K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-401- 3.16% |
$7.7K - $8.32K
|
12.3K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-200- 1.3% |
$3.84K - $4.15K
|
15.2K
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-53- 5.17% |
$1.02K - $1.1K
|
973
$20.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48- 0.81% |
$921 - $996
|
5.91K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- -0.0% |
$19.2 - $20.8
|
22.1K
$458K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.1K- 44.87% |
$216K - $226K
|
13.7K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.21K- 30.66% |
$140K - $146K
|
16.3K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.75K- 21.45% |
$53.4K - $55.9K
|
10.1K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-843- 5.68% |
$16.4K - $17.1K
|
14K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-676- 2.86% |
$13.1K - $13.7K
|
22.9K
$475K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-485- 56.4% |
$9.42K - $9.85K
|
375
$7.76K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-312- 32.67% |
$6.06K - $6.34K
|
643
$13.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-110- 11.82% |
$2.14K - $2.23K
|
821
$17K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.33K- 36.32% |
$182K - $193K
|
16.4K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.22K- 23.03% |
$62.6K - $66.4K
|
10.8K
$223K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.03K- 12.2% |
$79.4K - $83.4K
|
29K
$600K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-871- 8.24% |
$17.2K - $18.1K
|
9.7K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-800- 5.43% |
$15.8K - $16.6K
|
13.9K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-62- 10.06% |
$1.22K - $1.29K
|
554
$11.5K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-455Closed |
$8.8K - $9.17K
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.4K- 62.9% |
$417K - $427K
|
12.6K
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-396- 2.35% |
$7.71K - $7.89K
|
16.5K
$341K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-250- 38.46% |
$4.61K - $5.03K
|
400
$8.28K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.75K- 60.0% |
$71.1K - $73.8K
|
2.5K
$51.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.33K- 9.77% |
$25.1K - $26.1K
|
12.3K
$254K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-973- 69.01% |
$18.4K - $19.1K
|
437
$9.05K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-341- 45.96% |
$6.47K - $6.71K
|
401
$8.3K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200- 57.14% |
$3.77K - $3.9K
|
150
$3.11K
|
|
| 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
$15.9K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-12.2KClosed |
$240K - $273K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-9.45K- 63.64% |
$185K - $211K
|
5.4K
$112K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-9.04KClosed |
$177K - $202K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.2KClosed |
$62.9K - $71.7K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2KClosed |
$39.2K - $44.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.3KClosed |
$399K - $437K
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.8KClosed |
$321K - $352K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-11.4KClosed |
$247K - $271K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-8.37KClosed |
$182K - $200K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.8KClosed |
$104K - $115K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.12KClosed |
$89.7K - $98.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.21KClosed |
$26.4K - $28.9K
|
0
$0
|
|