Purchases and Sales Made in Q2 2022 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
43.9KNew |
$862K - $983K
|
43.9K
$877K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
23.8KNew |
$466K - $532K
|
23.8K
$474K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.4KNew |
$420K - $479K
|
21.4K
$428K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.2K+ 44.12% |
$319K - $363K
|
53K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.2KNew |
$298K - $340K
|
15.2K
$303K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6KNew |
$207K - $236K
|
10.6K
$211K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3K+ 12.62% |
$202K - $231K
|
92K
$1.84M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.67K+ 4.24% |
$111K - $127K
|
139K
$2.78M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.43KNew |
$47.7K - $54.4K
|
2.43K
$48.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.12K+ 13.04% |
$41.5K - $47.4K
|
18.3K
$366K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.79KNew |
$35.2K - $40.1K
|
1.79K
$35.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800New |
$15.7K - $17.9K
|
800
$16K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
370+ 53.31% |
$7.26K - $8.28K
|
1.06K
$21.2K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200+ 44.44% |
$3.92K - $4.48K
|
650
$13K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
152+ 1.45% |
$2.98K - $3.4K
|
10.6K
$212K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51+ 0.37% |
$1K - $1.14K
|
13.8K
$275K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.9% |
$39.2 - $44.8
|
224
$4.47K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.65% |
$19.6 - $22.4
|
155
$3.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-30- 0.94% |
$589 - $671
|
3.15K
$62.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-58- 0.27% |
$1.14K - $1.3K
|
21.5K
$429K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-69- 0.38% |
$1.35K - $1.54K
|
18.1K
$362K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-554- 4.88% |
$10.9K - $12.4K
|
10.8K
$216K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-700- 25.0% |
$13.7K - $15.7K
|
2.1K
$41.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-781- 1.37% |
$15.3K - $17.5K
|
56.1K
$1.12M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.11K- 1.79% |
$21.7K - $24.8K
|
60.7K
$1.21M
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2KClosed |
$39.2K - $44.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.08K- 7.09% |
$40.8K - $46.5K
|
27.2K
$544K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.23K- 8.4% |
$43.8K - $49.9K
|
24.3K
$486K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.27K- 13.51% |
$44.5K - $50.8K
|
14.5K
$290K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.2KClosed |
$62.9K - $71.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.8K- 21.97% |
$94.2K - $107K
|
17.1K
$341K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.57K- 3.65% |
$109K - $125K
|
147K
$2.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.62K- 10.28% |
$110K - $126K
|
49K
$979K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.74K- 26.19% |
$113K - $128K
|
16.2K
$323K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.87K- 9.39% |
$174K - $199K
|
85.6K
$1.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-9.04KClosed |
$177K - $202K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.05KClosed |
$178K - $203K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-9.45K- 63.64% |
$185K - $211K
|
5.4K
$108K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.1K- 87.8% |
$198K - $226K
|
1.4K
$28K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-12.2KClosed |
$240K - $273K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 51.7% |
$274K - $312K
|
13K
$260K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.2K- 9.11% |
$279K - $318K
|
142K
$2.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.2K- 9.11% |
$279K - $318K
|
142K
$2.83M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-14.7K- 17.56% |
$288K - $328K
|
68.9K
$1.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-21.3K- 23.29% |
$417K - $476K
|
70.1K
$1.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.9K- 16.84% |
$470K - $536K
|
118K
$2.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.5K- 12.15% |
$559K - $637K
|
206K
$4.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36.4K- 64.91% |
$714K - $814K
|
19.7K
$393K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-43.9KClosed |
$862K - $983K
|
0
$0
|