Purchases and Sales Made in Q1 2023 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q1 2023. 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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165K+ 156.07% |
$3.09M - $3.35M
|
271K
$5.44M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
51.7KNew |
$969K - $1.05M
|
51.7K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$279K - $302K
|
14.9K
$299K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.3KNew |
$211K - $228K
|
11.3K
$226K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.3KNew |
$211K - $228K
|
11.3K
$226K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.68KNew |
$50.3K - $54.4K
|
2.68K
$53.9K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.64K+ 153.95% |
$30.7K - $33.3K
|
2.7K
$54.3K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 10.74% |
$21.1K - $22.8K
|
11.6K
$233K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$20.6K - $22.3K
|
1.1K
$22.1K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 6.31% |
$18.8K - $20.3K
|
16.8K
$339K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
419+ 2.31% |
$7.86K - $8.51K
|
18.6K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
250New |
$4.69K - $5.08K
|
250
$5.03K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
250New |
$4.69K - $5.08K
|
250
$5.03K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.75K - $4.06K
|
200
$4.02K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
158New |
$2.96K - $3.21K
|
158
$3.18K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58+ 43.94% |
$1.09K - $1.18K
|
190
$3.82K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 6.23% |
$750 - $812
|
682
$13.7K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.1% |
$263 - $284
|
13.6K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3+ 0.02% |
$56.3 - $60.9
|
13.6K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.66% |
$394 - $426
|
769
$15.5K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-99- 4.73% |
$1.86K - $2.01K
|
1.99K
$40K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-105- 0.17% |
$1.97K - $2.13K
|
60.6K
$1.22M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-137- 0.64% |
$2.57K - $2.78K
|
21.3K
$428K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-699- 3.84% |
$13.1K - $14.2K
|
17.5K
$351K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1K- 5.94% |
$18.8K - $20.3K
|
15.8K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.43K- 9.57% |
$26.9K - $29.1K
|
13.5K
$272K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-2.73K- 45.41% |
$51.1K - $55.3K
|
3.28K
$65.9K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.42K- 18.79% |
$64.1K - $69.4K
|
14.8K
$297K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.39K- 5.52% |
$82.3K - $89.1K
|
75.1K
$1.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.49K- 29.73% |
$84.2K - $91.1K
|
10.6K
$213K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.08K- 8.2% |
$95.3K - $103K
|
56.9K
$1.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-6.24K- 23.3% |
$117K - $127K
|
20.5K
$413K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.94K- 36.06% |
$130K - $141K
|
12.3K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.16K- 4.52% |
$134K - $145K
|
151K
$3.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.73K- 27.13% |
$145K - $157K
|
20.7K
$417K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.65K- 9.31% |
$162K - $176K
|
84.3K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.24K- 5.93% |
$173K - $188K
|
146K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.43K- 39.24% |
$177K - $191K
|
14.6K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.9K- 22.66% |
$204K - $221K
|
37.2K
$748K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.1K- 50.62% |
$265K - $287K
|
13.8K
$277K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.4K- 56.31% |
$383K - $415K
|
15.8K
$319K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.6K- 52.18% |
$406K - $439K
|
19.8K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-25.9KClosed |
$486K - $526K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-39.3K- 98.92% |
$738K - $799K
|
429
$8.62K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-40K- 37.58% |
$750K - $812K
|
66.4K
$1.33M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-40K- 37.58% |
$750K - $812K
|
66.4K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-52.7K- 40.73% |
$988K - $1.07M
|
76.7K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-99K- 93.58% |
$1.86M - $2.01M
|
6.79K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-229K- 76.28% |
$4.29M - $4.64M
|
71.1K
$1.43M
|