Purchases and Sales Made in Q4 2022 in Ishares Tr Ishares Morningstar (IYLD)

IYLD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q4 2022. 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
Jan 18, 2023 Q4 2022
Lvw Advisors, LLC

BUY
 -
129K
New
$2.33M - $2.55M
129K $2.61M
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
114K
+ 61.7%
$2.06M - $2.26M
300K $6.05M
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
99.2K
+ 1514.89%
$1.79M - $1.96M
106K $2.13M
Nov 13, 2023 Q4 2022
Hancock Whitney Corp

BUY
 -
89.9K
+ 544.03%
$1.62M - $1.77M
106K $2.15M
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
47.7K
New
$860K - $940K
47.7K $962K
Feb 03, 2023 Q4 2022
Hancock Whitney Corp

BUY
 -
42.2K
+ 65.66%
$761K - $832K
106K $2.15M
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
41.5K
New
$748K - $818K
41.5K $837K
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

BUY
 -
35.3K
New
$637K - $696K
35.3K $712K
Feb 13, 2023 Q4 2022
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
26.8K
New
$483K - $528K
26.8K $540K
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
19.7K
New
$355K - $388K
19.7K $397K
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
10.8K
+ 7.29%
$194K - $212K
158K $3.2M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
8.46K
+ 5.75%
$153K - $167K
156K $3.14M
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
5.52K
+ 40.15%
$99.5K - $109K
19.3K $389K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
3.94K
New
$71.1K - $77.8K
3.94K $79.5K
Jan 17, 2023 Q4 2022
Fsc Wealth Advisors, LLC

BUY
 -
2.3K
New
$41.5K - $45.4K
2.3K $46.5K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.09K
New
$37.7K - $41.3K
2.09K $42.2K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.79K
New
$32.3K - $35.4K
1.79K $36.2K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
1K
New
$18.1K - $19.7K
1K $20.2K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
812
+ 5.73%
$14.6K - $16K
15K $302K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
790
New
$14.3K - $15.6K
790 $15.9K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
642
New
$11.6K - $12.7K
642 $13K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
600
New
$10.8K - $11.8K
600 $12.1K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
350
New
$6.31K - $6.91K
350 $7.06K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
22
+ 0.16%
$397 - $434
13.6K $274K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
9
+ 0.64%
$162 - $178
1.42K $28.6K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-25
- 1.46%
$451 - $493
1.69K $34K
Feb 22, 2023 Q4 2022
Kovack Advisors, Inc.

SELL
 -
-100
- 0.57%
$1.8K - $1.97K
17.3K $349K
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-149
- 0.69%
$2.69K - $2.94K
21.4K $433K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-244
- 1.43%
$4.4K - $4.81K
16.8K $340K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-300
- 2.79%
$5.41K - $5.92K
10.5K $211K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-591
Closed
$10.7K - $11.7K
0 $0
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-2.43K
- 94.85%
$43.9K - $48K
132 $2.66K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-3.34K
- 6.49%
$60.3K - $65.9K
48.1K $971K
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

SELL
 -
-3.47K
- 16.06%
$62.6K - $68.5K
18.1K $366K
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-3.85K
- 4.62%
$69.5K - $76K
79.5K $1.6M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-3.99K
- 9.12%
$72K - $78.7K
39.8K $803K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

SELL
 -
-5.57K
- 16.35%
$100K - $110K
28.5K $575K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-7.49K
- 29.17%
$135K - $148K
18.2K $367K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-9.35K
- 33.96%
$169K - $184K
18.2K $367K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-10.5K
- 30.32%
$189K - $206K
24K $485K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-12.6K
- 11.91%
$227K - $248K
92.9K $1.88M
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-19.4K
- 53.55%
$350K - $383K
16.8K $340K
Feb 03, 2023 Q4 2022
D.A. Davidson & Co.

SELL
 -
-21.1K
- 25.38%
$380K - $416K
62K $1.25M
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

SELL
 -
-52.4K
- 89.72%
$945K - $1.03M
6K $121K
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-59.4K
- 68.02%
$1.07M - $1.17M
27.9K $563K
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-96.1K
- 47.64%
$1.73M - $1.9M
106K $2.13M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-127K
- 89.41%
$2.3M - $2.52M
15.1K $305K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

SELL
 -
-152K
- 86.87%
$2.74M - $3M
23K $464K

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