Purchases and Sales Made in Q3 2022 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
164K+ 1557.68% |
$3.02M - $3.4M
|
175K
$3.49M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
124K+ 687.5% |
$2.29M - $2.57M
|
143K
$2.84M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
30.7KNew |
$564K - $635K
|
30.7K
$613K
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27.2KNew |
$499K - $562K
|
27.2K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.1K+ 87.91% |
$296K - $333K
|
34.5K
$687K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$197K - $222K
|
10.8K
$214K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.86K+ 39.96% |
$144K - $162K
|
27.5K
$549K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.95K+ 4.2% |
$109K - $123K
|
148K
$2.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.92K+ 27.53% |
$53.6K - $60.4K
|
13.5K
$270K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.87K+ 26.56% |
$52.7K - $59.3K
|
13.7K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.25K+ 7.73% |
$23K - $25.8K
|
17.4K
$347K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
591New |
$10.9K - $12.2K
|
591
$11.8K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
450New |
$8.26K - $9.3K
|
450
$8.97K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
450New |
$8.26K - $9.3K
|
450
$8.97K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
402+ 2.92% |
$7.38K - $8.31K
|
14.2K
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
345+ 0.23% |
$6.33K - $7.13K
|
147K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
267New |
$4.9K - $5.52K
|
267
$5.32K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
158New |
$2.9K - $3.27K
|
158
$3.15K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
113+ 0.53% |
$2.07K - $2.34K
|
21.6K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36+ 0.21% |
$661 - $744
|
17.1K
$341K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.29% |
$73.4 - $82.7
|
1.41K
$28K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 1.34% |
$55.1 - $62
|
227
$4.52K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 1.29% |
$36.7 - $41.3
|
157
$3.13K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 0.34% |
$2.75K - $3.1K
|
43.8K
$872K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-782- 5.38% |
$14.4K - $16.2K
|
13.7K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-960- 4.48% |
$17.6K - $19.8K
|
20.5K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.44K- 45.7% |
$26.4K - $29.8K
|
1.71K
$34.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.28K- 2.67% |
$41.9K - $47.2K
|
83.4K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.71K- 11.13% |
$49.7K - $56K
|
21.6K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.19K- 6.01% |
$58.6K - $65.9K
|
49.9K
$994K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.06K- 1.97% |
$74.5K - $83.9K
|
202K
$4.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-4.69K- 6.81% |
$86.1K - $96.9K
|
64.2K
$1.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.69K- 8.35% |
$86.1K - $97K
|
51.5K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.72K- 5.13% |
$86.6K - $97.5K
|
87.3K
$1.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-11.7K- 16.64% |
$214K - $241K
|
58.4K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.8K- 10.8% |
$234K - $264K
|
106K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15K- 30.58% |
$275K - $310K
|
34K
$678K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.8K- 45.94% |
$401K - $451K
|
25.7K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.2K- 14.41% |
$573K - $645K
|
185K
$3.7M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-56.3K- 40.38% |
$1.03M - $1.16M
|
83.1K
$1.66M
|