Purchases and Sales Made in Q1 2022 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES MORNINGSTAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
81K+ 43.57% |
$1.76M - $1.93M
|
267K
$5.39M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
41.7K+ 1858.52% |
$907K - $994K
|
43.9K
$886K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.9KNew |
$476K - $521K
|
21.9K
$441K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 11.28% |
$336K - $369K
|
152K
$3.08M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.2K+ 10.03% |
$309K - $339K
|
156K
$3.15M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3K+ 97.45% |
$290K - $318K
|
27K
$545K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.1K+ 13.32% |
$242K - $265K
|
94.5K
$1.91M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.23K+ 4.86% |
$157K - $173K
|
156K
$3.15M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.03K+ 157.15% |
$153K - $168K
|
11.5K
$232K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.24K+ 3.27% |
$92.2K - $101K
|
134K
$2.7M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.35K+ 16.96% |
$51.2K - $56.2K
|
16.2K
$328K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.3KNew |
$50K - $54.9K
|
2.3K
$46.4K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
242+ 2.75% |
$5.27K - $5.77K
|
9.05K
$183K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200+ 44.44% |
$4.35K - $4.77K
|
650
$13.1K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
35+ 0.16% |
$762 - $835
|
21.9K
$442K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.1% |
$218 - $239
|
10.5K
$211K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 0.13% |
$87 - $95.4
|
3.2K
$64.7K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.65% |
$21.8 - $23.9
|
154
$3.11K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$21.8 - $23.9
|
222
$4.48K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7Closed |
$152 - $167
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-36- 0.06% |
$783 - $859
|
61.8K
$1.25M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-47- 0.34% |
$1.02K - $1.12K
|
13.7K
$277K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-182- 0.84% |
$3.96K - $4.34K
|
21.5K
$435K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-311- 2.48% |
$6.77K - $7.42K
|
12.2K
$246K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-330- 2.17% |
$7.18K - $7.87K
|
14.9K
$300K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-400- 1.35% |
$8.7K - $9.54K
|
29.3K
$592K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-500- 15.15% |
$10.9K - $11.9K
|
2.8K
$56.5K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-550Closed |
$12K - $13.1K
|
0
$0
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-580- 20.55% |
$12.6K - $13.8K
|
2.24K
$45.2K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-885- 3.23% |
$19.3K - $21.1K
|
26.5K
$536K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-900Closed |
$19.6K - $21.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.06KClosed |
$23K - $25.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.21KClosed |
$26.4K - $28.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.81KClosed |
$39.5K - $43.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.21KClosed |
$48K - $52.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.37K- 2.82% |
$51.6K - $56.6K
|
81.7K
$1.65M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.73K- 6.15% |
$81.2K - $89.1K
|
56.9K
$1.15M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.12KClosed |
$89.7K - $98.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.25K- 7.05% |
$92.5K - $101K
|
56.1K
$1.13M
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-4.45KClosed |
$96.8K - $106K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.8KClosed |
$104K - $115K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-6.71K- 7.43% |
$146K - $160K
|
83.6K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.41K- 11.94% |
$161K - $177K
|
54.6K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.63K- 3.15% |
$166K - $182K
|
234K
$4.73M
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-8.37KClosed |
$182K - $200K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-11.4KClosed |
$247K - $271K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-11.8K- 11.42% |
$256K - $281K
|
91.3K
$1.84M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.5K- 40.72% |
$272K - $298K
|
18.2K
$367K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.8KClosed |
$321K - $352K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.3KClosed |
$399K - $437K
|
0
$0
|