Purchases and Sales Made in Q3 2025 in Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
222KNew |
$4.55M - $4.74M
|
222K
$4.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.5K+ 13.06% |
$543K - $566K
|
230K
$4.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.5KNew |
$521K - $543K
|
25.5K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6KNew |
$340K - $354K
|
16.6K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$305K - $318K
|
14.9K
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.74K+ 16.44% |
$200K - $208K
|
69K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.57KNew |
$196K - $204K
|
9.57K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
9.43KNew |
$193K - $201K
|
9.43K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.82K+ 10.3% |
$78.2K - $81.4K
|
40.9K
$874K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.71K+ 923.94% |
$75.9K - $79K
|
4.11K
$87.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.57K+ 16.11% |
$73K - $76.1K
|
25.7K
$550K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.65K+ 42.97% |
$54.3K - $56.5K
|
8.81K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.28KNew |
$46.6K - $48.6K
|
2.28K
$48.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.19K+ 0.39% |
$24.5K - $25.5K
|
307K
$6.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
954+ 15.87% |
$19.5K - $20.3K
|
6.96K
$149K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
750New |
$15.4K - $16K
|
750
$16K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
518New |
$10.6K - $11K
|
518
$11.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
371New |
$7.6K - $7.91K
|
371
$7.94K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
321+ 23.29% |
$6.57K - $6.85K
|
1.7K
$36.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
184New |
$3.77K - $3.92K
|
184
$3.94K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
184+ 0.21% |
$3.77K - $3.92K
|
89.6K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
119+ 0.78% |
$2.44K - $2.54K
|
15.3K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76+ 1.29% |
$1.56K - $1.62K
|
5.98K
$128K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 1.25% |
$20.5 - $21.3
|
81
$1.73K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17- 0.17% |
$348 - $363
|
10.1K
$217K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-18- 0.16% |
$369 - $384
|
11.6K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-22- 2.26% |
$451 - $469
|
951
$20.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.86% |
$717 - $747
|
4.03K
$86.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-100- 81.3% |
$2.05K - $2.13K
|
23
$492
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-147- 0.66% |
$3.01K - $3.14K
|
22.3K
$476K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-150- 37.5% |
$3.07K - $3.2K
|
250
$5.35K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-245- 0.99% |
$5.02K - $5.23K
|
24.6K
$526K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-363- 47.2% |
$7.43K - $7.74K
|
406
$8.68K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-401- 1.75% |
$8.21K - $8.55K
|
22.5K
$482K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-413- 4.05% |
$8.46K - $8.81K
|
9.78K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450- 16.05% |
$9.22K - $9.6K
|
2.35K
$50.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.99K- 42.14% |
$40.8K - $42.5K
|
2.74K
$58.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.13K- 12.15% |
$64.1K - $66.8K
|
22.6K
$484K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.39K- 12.48% |
$69.4K - $72.3K
|
23.8K
$508K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.69K- 22.21% |
$95.9K - $99.9K
|
16.4K
$351K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.96K- 30.43% |
$102K - $106K
|
11.3K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6K- 30.32% |
$123K - $128K
|
13.8K
$295K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.91K- 19.08% |
$203K - $211K
|
42K
$899K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.9K- 27.99% |
$449K - $467K
|
56.4K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-127K- 68.14% |
$2.59M - $2.7M
|
59.1K
$1.27M
|
|