Lpl Financial LLC Ishares Tr Ishares Morningstar Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Lpl Financial LLC holds 89,572 shares of IYLD stock, worth $1.92 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
89,572
Previous 89,388
0.21%
Holding current value
$1.92 Million
Previous $1.86 Million
2.75%
% of portfolio
0.0%
Previous 0.0%
Shares
34 transactions
Others Institutions Holding IYLD
# of Institutions
60Shares Held
1.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY307KShares$6.56 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC230KShares$4.91 Million0.0% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR222KShares$4.75 Million1.89% of portfolio
-
Perigon Wealth Management, LLC San Francisco, CA69KShares$1.48 Million0.03% of portfolio
-
Kestra Advisory Services, LLC59.1KShares$1.27 Million0.01% of portfolio