Purchases and Sales Made in Q3 2021 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
143KNew |
$3.42M - $3.49M
|
143K
$2.87M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.6K+ 560.63% |
$1.69M - $1.73M
|
83.2K
$1.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
36.2K+ 367.08% |
$866K - $886K
|
46.1K
$926K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
26.4K+ 310.09% |
$632K - $646K
|
34.9K
$702K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$598K - $612K
|
25K
$503K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
16.2KNew |
$389K - $397K
|
16.2K
$326K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
13.1K+ 23.63% |
$313K - $320K
|
68.4K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.89K+ 3.44% |
$237K - $242K
|
298K
$5.98M
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.37KNew |
$200K - $205K
|
8.37K
$168K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.29K+ 18.83% |
$198K - $203K
|
52.3K
$1.05M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
7K+ 269.23% |
$168K - $171K
|
9.6K
$193K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.66K+ 66.29% |
$135K - $138K
|
14.2K
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.36K+ 31.42% |
$128K - $131K
|
22.4K
$450K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.57K+ 1.47% |
$61.5K - $62.9K
|
177K
$3.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.3KNew |
$55.1K - $56.3K
|
2.3K
$46.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.47K+ 12.86% |
$35.2K - $36K
|
12.9K
$260K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 5.16% |
$28.7K - $29.4K
|
24.5K
$492K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.17KNew |
$28K - $28.6K
|
1.17K
$23.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.06KNew |
$25.3K - $25.9K
|
1.06K
$21.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
918+ 3.82% |
$22K - $22.5K
|
25K
$502K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
537+ 0.62% |
$12.9K - $13.1K
|
87K
$1.75M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200+ 44.44% |
$4.79K - $4.89K
|
650
$13.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
172New |
$4.12K - $4.21K
|
172
$3.46K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
142+ 0.81% |
$3.4K - $3.47K
|
17.7K
$357K
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
96+ 0.86% |
$2.3K - $2.35K
|
11.2K
$225K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 0.66% |
$694 - $710
|
4.44K
$89.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
25+ 0.11% |
$598 - $612
|
23.7K
$477K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 1.0% |
$120 - $122
|
505
$10.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.93% |
$47.9 - $48.9
|
218
$4.38K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 16.67% |
$23.9 - $24.5
|
7
$141
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 0.3% |
$742 - $759
|
10.4K
$210K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-308- 0.97% |
$7.37K - $7.54K
|
31.6K
$635K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-316- 0.51% |
$7.56K - $7.73K
|
62.1K
$1.25M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-566- 16.78% |
$13.5K - $13.9K
|
2.81K
$56.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-668- 6.91% |
$16K - $16.3K
|
9K
$181K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 5.34% |
$23.9K - $24.5K
|
17.7K
$356K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.04K- 0.77% |
$24.9K - $25.4K
|
135K
$2.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.08KClosed |
$25.9K - $26.5K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.17K- 13.65% |
$99.7K - $102K
|
26.4K
$530K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.43K- 10.3% |
$178K - $182K
|
64.7K
$1.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.52K- 5.86% |
$180K - $184K
|
121K
$2.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.9K- 6.95% |
$237K - $242K
|
133K
$2.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-10K- 7.54% |
$240K - $245K
|
123K
$2.47M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.7KClosed |
$257K - $263K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13K- 10.02% |
$311K - $318K
|
117K
$2.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19K- 74.33% |
$454K - $464K
|
6.55K
$132K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-22K- 87.34% |
$525K - $537K
|
3.18K
$64K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.5K- 20.83% |
$1.09M - $1.11M
|
173K
$3.47M
|