Purchases and Sales Made in Q4 2024 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
238K+ 384.73% |
$4.64M - $4.92M
|
300K
$5.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
167K+ 240.33% |
$3.26M - $3.46M
|
237K
$4.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
55.7KNew |
$1.08M - $1.15M
|
55.7K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.2KNew |
$744K - $789K
|
38.2K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.8KNew |
$483K - $512K
|
24.8K
$494K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 36.69% |
$438K - $465K
|
83.8K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 10.12% |
$337K - $357K
|
188K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 11.17% |
$295K - $313K
|
151K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 56.95% |
$264K - $280K
|
37.3K
$743K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.5K+ 41.85% |
$263K - $279K
|
45.8K
$911K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 67.71% |
$233K - $248K
|
29.7K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.72K+ 45.69% |
$91.9K - $97.5K
|
15K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.4K+ 33.82% |
$85.6K - $90.8K
|
17.4K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.08K+ 24.8% |
$79.5K - $84.3K
|
20.5K
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.05K+ 688.26% |
$59.4K - $63K
|
3.49K
$69.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.12K+ 6.08% |
$21.7K - $23.1K
|
19.5K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
570+ 2.48% |
$11.1K - $11.8K
|
23.5K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350+ 0.62% |
$6.82K - $7.23K
|
56.5K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
205New |
$3.99K - $4.24K
|
205
$4.08K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
188New |
$3.66K - $3.88K
|
188
$3.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
161+ 1.05% |
$3.14K - $3.33K
|
15.5K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$2.92K - $3.1K
|
150
$2.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 2.64% |
$682 - $723
|
1.36K
$27.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.21% |
$195 - $207
|
4.72K
$94K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10+ 0.09% |
$195 - $207
|
11K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-106- 9.99% |
$2.06K - $2.19K
|
955
$19K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-591- 4.58% |
$11.5K - $12.2K
|
12.3K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-654- 2.48% |
$12.7K - $13.5K
|
25.7K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-680- 2.8% |
$13.2K - $14K
|
23.6K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-705- 10.94% |
$13.7K - $14.6K
|
5.74K
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-962- 6.98% |
$18.7K - $19.9K
|
12.8K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 1.81% |
$19.5K - $20.7K
|
54.4K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 8.03% |
$25.2K - $26.8K
|
14.8K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.4K- 61.88% |
$27.2K - $28.8K
|
860
$17.1K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.78K- 6.86% |
$34.6K - $36.7K
|
24.1K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.22K- 23.03% |
$62.6K - $66.4K
|
10.8K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.49K- 53.85% |
$87.4K - $92.7K
|
3.84K
$76.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.17K- 22.01% |
$120K - $128K
|
21.9K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.33K- 36.32% |
$182K - $193K
|
16.4K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 44.86% |
$216K - $229K
|
13.6K
$272K
|