Waterloo Capital, L.P. Ishares Tr Ishares Morningstar Transaction History

Waterloo Capital, L.P.

$1.34 Trillion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$18.75 - $20.3 $485,962 - $526,135	-25,918 Closed	0 $0
Q1 2020 Jun 01, 2020	BUY	$18.15 - $26.07 $470,411 - $675,682	25,918 New	25,918 $518,000

Others Institutions Holding IYLD

# of Institutions

62

Shares Held

1.58M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

307K
Shares

$6.56 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

230K
Shares

$4.91 Million
0.0% of portfolio
Elevation Capital Advisory, LLC Bend, OR

222K
Shares

$4.75 Million
1.89% of portfolio
Lpl Financial LLC Fort Mill, SC

89.6K
Shares

$1.92 Million
0.0% of portfolio
Perigon Wealth Management, LLC San Francisco, CA

76.9K
Shares

$1.64 Million
0.03% of portfolio

About ISHARES TR ISHARES MORNINGSTAR

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