Purchases and Sales Made in Q4 2021 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
68.3K+ 528.66% |
$1.62M - $1.66M
|
81.2K
$1.63M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
44.7K+ 97.13% |
$1.06M - $1.09M
|
90.8K
$1.83M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.3K+ 141.59% |
$837K - $858K
|
60.3K
$1.21M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
21.9K+ 32.06% |
$519K - $532K
|
90.3K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 17.24% |
$477K - $489K
|
137K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$324K - $332K
|
13.7K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 7.63% |
$312K - $320K
|
186K
$3.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
12.5KNew |
$297K - $304K
|
12.5K
$252K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.72K+ 18.58% |
$230K - $236K
|
62.1K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.04KNew |
$214K - $219K
|
9.04K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.02K+ 4.22% |
$143K - $146K
|
149K
$2.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
5.58K+ 58.13% |
$132K - $135K
|
15.2K
$305K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$105K - $108K
|
4.45K
$89.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.12KNew |
$97.6K - $100K
|
4.12K
$82.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.3KNew |
$78.1K - $80.1K
|
3.3K
$66.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.96K+ 12.08% |
$70K - $71.7K
|
27.4K
$551K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2KNew |
$47.4K - $48.5K
|
2K
$40.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.81KNew |
$43K - $44K
|
1.81K
$36.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.21KNew |
$28.7K - $29.4K
|
1.21K
$24.4K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.21KNew |
$28.7K - $29.4K
|
1.21K
$24.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
600+ 3.39% |
$14.2K - $14.6K
|
18.3K
$368K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
550New |
$13K - $13.3K
|
550
$11.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
264+ 11.47% |
$6.25K - $6.41K
|
2.57K
$51.6K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200+ 44.44% |
$4.74K - $4.85K
|
650
$13.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
159+ 1.42% |
$3.77K - $3.86K
|
11.4K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33+ 0.74% |
$781 - $801
|
4.47K
$89.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17+ 0.53% |
$403 - $413
|
3.2K
$64.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.13% |
$332 - $340
|
10.5K
$210K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 0.5% |
$332 - $340
|
2.82K
$56.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 1.38% |
$71 - $72.8
|
221
$4.44K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4Closed |
$94.7 - $97.1
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-20- 0.62% |
$474 - $485
|
3.18K
$63.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-158Closed |
$3.74K - $3.83K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-172Closed |
$4.07K - $4.17K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-192- 2.13% |
$4.55K - $4.66K
|
8.81K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-235- 0.38% |
$5.56K - $5.7K
|
61.9K
$1.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-352- 69.7% |
$8.34K - $8.54K
|
153
$3.08K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-400Closed |
$9.47K - $9.71K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-433- 3.05% |
$10.3K - $10.5K
|
13.8K
$277K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-885Closed |
$21K - $21.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-943- 2.98% |
$22.3K - $22.9K
|
30.7K
$616K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.46K- 39.81% |
$34.6K - $35.4K
|
2.21K
$44.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.88K- 7.92% |
$44.5K - $45.6K
|
21.9K
$439K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.25K- 76.39% |
$53.2K - $54.5K
|
694
$13.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.87K- 3.3% |
$67.9K - $69.6K
|
84.1K
$1.69M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.98K- 16.8% |
$70.6K - $72.3K
|
14.8K
$297K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.01K- 6.19% |
$94.8K - $97.2K
|
60.7K
$1.22M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.64K- 17.6% |
$110K - $113K
|
21.7K
$437K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.02K- 3.73% |
$119K - $122K
|
130K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.39K- 4.81% |
$151K - $155K
|
126K
$2.54M
|