Silver Oak Securities, Inc Ishares Tr Ishares Morningstar Transaction History

Silver Oak Securities, Inc

$1.22 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 11, 2025	BUY	$19.19 - $20.76 $402,471 - $435,399	20,973 New	20,973 $435,000

Others Institutions Holding IYLD

# of Institutions

60

Shares Held

1.53M

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

69K
Shares

$1.48 Million
0.03% of portfolio

About ISHARES TR ISHARES MORNINGSTAR

Ticker IYLD
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