Purchases and Sales Made in Q3 2024 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.8K+ 72.12% |
$1.12M - $1.18M
|
136K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
54.2KNew |
$1.07M - $1.12M
|
54.2K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.4KNew |
$362K - $381K
|
18.4K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.4K+ 149.62% |
$304K - $319K
|
25.7K
$518K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.9K+ 85.85% |
$294K - $309K
|
32.3K
$651K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.8KNew |
$272K - $286K
|
13.8K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 83.88% |
$222K - $234K
|
24.7K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$204K - $214K
|
10.3K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10KNew |
$197K - $207K
|
10K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$197K - $207K
|
10K
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
9.79KNew |
$193K - $203K
|
9.79K
$198K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$130K - $137K
|
6.6K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.07K+ 22.08% |
$100K - $105K
|
28K
$566K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.11K+ 30.3% |
$81.1K - $85.3K
|
17.7K
$357K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.2K+ 10.21% |
$43.4K - $45.6K
|
23.8K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.03K+ 1.2% |
$40.1K - $42.1K
|
171K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 3.11% |
$33K - $34.6K
|
55.4K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 10.99% |
$32.1K - $33.8K
|
16.5K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.34KNew |
$26.3K - $27.7K
|
1.34K
$27K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
948+ 9.45% |
$18.7K - $19.7K
|
11K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
697+ 55.27% |
$13.7K - $14.4K
|
1.96K
$39.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
616New |
$12.1K - $12.8K
|
616
$12.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
443New |
$8.74K - $9.18K
|
443
$8.94K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
268+ 1.78% |
$5.28K - $5.56K
|
15.3K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
197+ 100.51% |
$3.88K - $4.08K
|
393
$7.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
187+ 1.46% |
$3.69K - $3.88K
|
13K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15+ 1.14% |
$296 - $311
|
1.33K
$26.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.13% |
$217 - $228
|
8.33K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.17% |
$158 - $166
|
4.71K
$95.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.02% |
$59.2 - $62.2
|
12.9K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-62- 10.06% |
$1.22K - $1.29K
|
554
$11.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-209- 3.14% |
$4.12K - $4.33K
|
6.45K
$130K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-331- 1.34% |
$6.53K - $6.86K
|
24.3K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-800- 5.43% |
$15.8K - $16.6K
|
13.9K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-827- 4.87% |
$16.3K - $17.1K
|
16.1K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-871- 8.24% |
$17.2K - $18.1K
|
9.7K
$196K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-904- 3.31% |
$17.8K - $18.7K
|
26.4K
$533K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.59K- 15.66% |
$51.2K - $53.8K
|
14K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.65K- 13.72% |
$71.9K - $75.6K
|
22.9K
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.03K- 12.2% |
$79.4K - $83.4K
|
29K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.33K- 7.93% |
$105K - $111K
|
61.9K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.68K- 14.7% |
$191K - $201K
|
56.2K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11K- 15.16% |
$216K - $227K
|
61.3K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-27.5K- 51.56% |
$543K - $571K
|
25.9K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-144K- 67.44% |
$2.85M - $2.99M
|
69.7K
$1.41M
|