Purchases and Sales Made in Q2 2023 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
128KNew |
$2.42M - $2.51M
|
128K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.6KNew |
$426K - $441K
|
22.6K
$451K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.4K+ 115.28% |
$366K - $379K
|
36.3K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$268K - $278K
|
14.2K
$284K
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
13.7KNew |
$259K - $268K
|
13.7K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.04K+ 7.09% |
$95K - $98.4K
|
76.1K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.25K+ 30.85% |
$80.1K - $83K
|
18K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.17K+ 1.17% |
$59.8K - $62K
|
274K
$5.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.09K+ 7.47% |
$20.6K - $21.3K
|
15.7K
$313K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.05K+ 6.06% |
$19.8K - $20.5K
|
18.4K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
734+ 5.39% |
$13.8K - $14.3K
|
14.3K
$286K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
522New |
$9.83K - $10.2K
|
522
$10.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
491+ 4.24% |
$9.25K - $9.58K
|
12.1K
$241K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
450New |
$8.48K - $8.78K
|
450
$8.97K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
313+ 72.96% |
$5.9K - $6.11K
|
742
$14.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
62New |
$1.17K - $1.21K
|
62
$1.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 0.14% |
$358 - $371
|
13.6K
$270K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.05% |
$132 - $137
|
13.6K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.2% |
$56.5 - $58.6
|
253
$5.04K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 1.2% |
$56.5 - $58.6
|
253
$5.04K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-43- 2.16% |
$810 - $839
|
1.95K
$38.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-63- 0.12% |
$1.19K - $1.23K
|
51.6K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-109- 9.32% |
$2.05K - $2.13K
|
1.06K
$21.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200- 57.14% |
$3.77K - $3.9K
|
150
$2.99K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-777- 4.44% |
$14.6K - $15.2K
|
16.7K
$333K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-967- 4.71% |
$18.2K - $18.9K
|
19.6K
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.04K- 61.45% |
$19.5K - $20.2K
|
650
$13K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.15K- 1.89% |
$21.6K - $22.4K
|
59.5K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.26K- 3.38% |
$23.7K - $24.5K
|
36K
$717K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.72K- 13.93% |
$32.3K - $33.5K
|
10.6K
$211K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.87K- 56.97% |
$35.2K - $36.4K
|
1.41K
$28.1K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.9K- 3.33% |
$35.8K - $37K
|
55K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.05K- 16.43% |
$57.5K - $59.5K
|
15.5K
$309K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.31K- 15.54% |
$62.4K - $64.7K
|
18K
$359K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.4K- 23.0% |
$64K - $66.3K
|
11.4K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.85K- 2.54% |
$72.5K - $75.1K
|
147K
$2.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.98K- 5.9% |
$93.7K - $97.1K
|
79.3K
$1.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5K- 44.44% |
$94.2K - $97.6K
|
6.25K
$125K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5K- 44.44% |
$94.2K - $97.6K
|
6.25K
$125K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.11K- 29.43% |
$115K - $119K
|
14.6K
$292K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.75K- 4.61% |
$127K - $132K
|
140K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.1K- 35.77% |
$134K - $139K
|
12.7K
$254K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.6K- 20.7% |
$293K - $304K
|
59.6K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-49.9K- 75.12% |
$940K - $974K
|
16.5K
$329K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-49.9K- 75.12% |
$940K - $974K
|
16.5K
$329K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-60.5K- 78.87% |
$1.14M - $1.18M
|
16.2K
$323K
|