Purchases and Sales Made in Q4 2023 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q4 2023. 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, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
147K+ 232.35% |
$2.71M - $2.96M
|
210K
$4.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
71.8KNew |
$1.32M - $1.45M
|
71.8K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.2KNew |
$814K - $888K
|
44.2K
$888K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
42.6KNew |
$784K - $856K
|
42.6K
$856K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.5K+ 300.66% |
$690K - $754K
|
49.9K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.1KNew |
$628K - $686K
|
34.1K
$685K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.3K+ 164.09% |
$577K - $630K
|
50.4K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30.4K+ 447.4% |
$560K - $611K
|
37.2K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.4KNew |
$395K - $431K
|
21.4K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.4K+ 114.74% |
$322K - $351K
|
32.7K
$656K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.1KNew |
$260K - $284K
|
14.1K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$215K - $234K
|
11.7K
$234K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9.78KNew |
$180K - $197K
|
9.78K
$197K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.7K+ 44.51% |
$105K - $115K
|
18.5K
$372K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.9K+ 4.94% |
$35K - $38.2K
|
40.4K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.37K+ 7.79% |
$25.2K - $27.5K
|
18.9K
$380K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
649New |
$12K - $13.1K
|
649
$13K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
396+ 2.41% |
$7.3K - $7.97K
|
16.9K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
346+ 2.19% |
$6.38K - $6.96K
|
16.2K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
328+ 2.76% |
$6.05K - $6.6K
|
12.2K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
154New |
$2.84K - $3.1K
|
154
$3.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 1.56% |
$73.7 - $80.5
|
261
$5.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.56% |
$73.7 - $80.5
|
261
$5.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-122- 0.35% |
$2.25K - $2.45K
|
35.1K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-250- 38.46% |
$4.61K - $5.03K
|
400
$8.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-286- 1.12% |
$5.27K - $5.75K
|
25.2K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-400- 25.0% |
$7.37K - $8.05K
|
1.2K
$24.1K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-562- 3.66% |
$10.4K - $11.3K
|
14.8K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-824- 5.04% |
$15.2K - $16.6K
|
15.5K
$312K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.16K- 6.24% |
$21.3K - $23.3K
|
17.4K
$350K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.25K- 2.13% |
$22.9K - $25K
|
57.3K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.65K- 15.9% |
$30.5K - $33.3K
|
8.74K
$176K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 8.46% |
$30.6K - $33.5K
|
18K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.97K- 13.53% |
$36.3K - $39.6K
|
12.6K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.32K- 6.37% |
$42.7K - $46.6K
|
34.1K
$685K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.36K- 20.69% |
$43.4K - $47.4K
|
9.03K
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.94K- 3.37% |
$91K - $99.4K
|
142K
$2.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.41K- 49.88% |
$99.7K - $109K
|
5.44K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.11K- 14.34% |
$113K - $123K
|
36.5K
$733K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.9K- 20.48% |
$127K - $139K
|
26.8K
$538K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13K- 15.29% |
$240K - $262K
|
72K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.7K- 8.65% |
$437K - $477K
|
250K
$5.03M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.2K- 16.1% |
$501K - $547K
|
142K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28K- 19.11% |
$515K - $563K
|
118K
$2.38M
|