Purchases and Sales Made in Q2 2024 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
130K+ 153.87% |
$2.51M - $2.62M
|
214K
$4.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53.7KNew |
$1.04M - $1.08M
|
53.7K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3KNew |
$411K - $428K
|
21.3K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
18.7KNew |
$361K - $376K
|
18.7K
$375K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$336K - $350K
|
17.4K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.6KNew |
$320K - $334K
|
16.6K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.2K+ 8.44% |
$254K - $265K
|
169K
$3.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.2K+ 8.44% |
$254K - $265K
|
169K
$3.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.6K+ 32.25% |
$108K - $113K
|
23K
$462K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.89K+ 15.49% |
$56K - $58.3K
|
21.6K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 21.55% |
$50.9K - $53K
|
14.8K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.13K+ 3.27% |
$41.2K - $42.9K
|
67.3K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.73K+ 2.24% |
$33.4K - $34.8K
|
78.8K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03K+ 371.94% |
$20K - $20.8K
|
1.31K
$26.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
931New |
$18K - $18.8K
|
931
$18.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
865+ 6.11% |
$16.7K - $17.4K
|
15K
$302K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
611+ 4.2% |
$11.8K - $12.3K
|
15.2K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
600New |
$11.6K - $12.1K
|
600
$12.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
196New |
$3.79K - $3.95K
|
196
$3.94K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
164+ 1.3% |
$3.17K - $3.31K
|
12.8K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163+ 0.25% |
$3.15K - $3.29K
|
65.9K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150+ 50.0% |
$2.9K - $3.02K
|
450
$9.05K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61+ 5.08% |
$1.18K - $1.23K
|
1.26K
$25.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35+ 0.26% |
$677 - $706
|
13.6K
$273K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.06% |
$58.1 - $60.5
|
4.7K
$94.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-5- 0.08% |
$96.8 - $101
|
6.66K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 5.08% |
$639 - $665
|
616
$12.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-200- 1.86% |
$3.87K - $4.03K
|
10.6K
$212K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-410- 2.36% |
$7.93K - $8.27K
|
17K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-444- 1.77% |
$8.59K - $8.95K
|
24.6K
$495K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-446- 16.51% |
$8.63K - $8.99K
|
2.26K
$45.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-455Closed |
$8.8K - $9.17K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-754- 8.31% |
$14.6K - $15.2K
|
8.32K
$167K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.79% |
$20.8K - $21.7K
|
27.3K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.51K- 10.48% |
$29.3K - $30.5K
|
12.9K
$260K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.07K- 3.72% |
$40K - $41.6K
|
53.4K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.22K- 6.3% |
$42.9K - $44.7K
|
33K
$663K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.23K- 23.87% |
$62.4K - $65K
|
10.3K
$207K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 18.06% |
$62.9K - $65.5K
|
14.7K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.54K- 10.94% |
$68.4K - $71.3K
|
28.8K
$578K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.4K- 68.68% |
$201K - $209K
|
4.73K
$95K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.9K- 34.4% |
$733K - $764K
|
72.2K
$1.45M
|