Institutional shares held 1.57 Million
0 calls
0 puts
Total value of holdings $33.5M
$0 calls
$0 puts
# of Institutions 61


Latest Institutional Activity in IYLD

Top Purchases

Q4 2025
Tempus Wealth Planning, LLC Shares Held: 20K ($428K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.9K ($256K)
Q4 2025
Worth Financial Advisory Group, LLC Shares Held: 11.7K ($249K)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 76.9K ($1.64M)
Q3 2025
Elevation Capital Advisory, LLC Shares Held: 222K ($4.75M)

Top Sells

Q4 2025
Farther Finance Advisors, LLC Shares Held: 4.02K ($85.9K)
Q3 2025
Kestra Advisory Services, LLC Shares Held: 59.1K ($1.27M)
Q3 2025
Kovack Advisors, Inc. Shares Held: 42K ($899K)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 13.8K ($295K)
Q3 2025
D.A. Davidson & Co. Shares Held: 11.3K ($243K)

About IYLD

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