Purchases and Sales Made in Q1 2024 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q1 2024. 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 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.7K+ 158.19% |
$1.01M - $1.03M
|
84.3K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.7K+ 156.65% |
$384K - $393K
|
32.3K
$652K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.5KNew |
$283K - $290K
|
14.5K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 9.91% |
$273K - $280K
|
156K
$3.14M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 9.91% |
$273K - $280K
|
156K
$3.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.8KNew |
$210K - $215K
|
10.8K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10KNew |
$195K - $200K
|
10K
$202K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
8.82K+ 31.26% |
$172K - $176K
|
37K
$747K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.34K+ 92.4% |
$162K - $166K
|
17.4K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 9.93% |
$23.6K - $24.2K
|
13.4K
$271K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
972+ 6.89% |
$18.9K - $19.4K
|
15.1K
$304K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
455New |
$8.85K - $9.07K
|
455
$9.18K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$5.84K - $5.98K
|
300
$6.05K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124+ 80.52% |
$2.41K - $2.47K
|
278
$5.61K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88New |
$1.71K - $1.75K
|
88
$1.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-28- 0.16% |
$545 - $558
|
17.4K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-82- 0.33% |
$1.6K - $1.63K
|
25.1K
$506K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-187- 0.7% |
$3.64K - $3.73K
|
26.6K
$537K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-396- 2.35% |
$7.71K - $7.89K
|
16.5K
$332K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-398- 2.56% |
$7.75K - $7.93K
|
15.1K
$306K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-735- 13.52% |
$14.3K - $14.6K
|
4.7K
$94.8K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.8K- 3.14% |
$35K - $35.9K
|
55.5K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.02K- 12.46% |
$39.2K - $40.2K
|
14.2K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.08K- 23.83% |
$40.6K - $41.5K
|
6.66K
$134K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.13K- 3.16% |
$41.4K - $42.4K
|
65.1K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 17.47% |
$50.2K - $51.5K
|
12.2K
$246K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.47K- 23.66% |
$87K - $89.1K
|
14.4K
$291K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.15K- 12.76% |
$100K - $103K
|
35.2K
$711K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.31K- 8.76% |
$123K - $126K
|
65.7K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.75K- 19.21% |
$131K - $134K
|
28.4K
$573K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.26K- 6.97% |
$161K - $165K
|
110K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 57.7% |
$241K - $247K
|
9.07K
$183K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.2K- 7.78% |
$256K - $262K
|
156K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.5K- 60.25% |
$399K - $409K
|
13.5K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.4K- 62.9% |
$417K - $427K
|
12.6K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23K- 62.95% |
$447K - $458K
|
13.5K
$273K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.7K- 62.96% |
$618K - $633K
|
18.7K
$377K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-32.1K- 75.43% |
$625K - $640K
|
10.5K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37.3K- 74.66% |
$725K - $743K
|
12.6K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-145K- 69.06% |
$2.83M - $2.9M
|
65.1K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-173K- 69.19% |
$3.37M - $3.45M
|
77K
$1.55M
|