Latest Institutional Transactions on Ishares Tr Yield Optimized Bd (BYLD)
This table provides information on the latest institutional transactions involving Ishares Tr Yield Optimized Bd (BYLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.54K+ 8.2% |
N/A
|
33.5K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
900New |
N/A
|
900
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-56- 8.52% |
N/A
|
601
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.85K+ 5.94% |
N/A
|
50.7K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-846- 4.81% |
N/A
|
16.7K
$0
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.66K+ 28.84% |
N/A
|
25.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.9KNew |
N/A
|
54.9K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.09K- 31.67% |
N/A
|
19.6K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.69KNew |
N/A
|
3.69K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
66.6K+ 18.55% |
N/A
|
426K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-899- 11.56% |
N/A
|
6.88K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-248- 0.08% |
N/A
|
303K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35K+ 15.61% |
N/A
|
260K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-480K- 95.61% |
N/A
|
22K
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
394+ 61.85% |
N/A
|
1.03K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.7K+ 36.8% |
N/A
|
54.7K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.84K- 6.46% |
N/A
|
41.1K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-67.1K- 76.38% |
N/A
|
20.8K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26.1KNew |
N/A
|
26.1K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10+ 0.43% |
N/A
|
2.35K
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.44KNew |
N/A
|
9.44K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
500+ 33.33% |
N/A
|
2K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
20.1K+ 5.62% |
N/A
|
377K
$0
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
116New |
N/A
|
116
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
840New |
N/A
|
840
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-405- 2.33% |
N/A
|
17K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-127- 12.89% |
N/A
|
858
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
375New |
N/A
|
375
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
157New |
N/A
|
157
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-133- 0.76% |
N/A
|
17.4K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-10.8K- 48.18% |
N/A
|
11.6K
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.09K+ 12.97% |
N/A
|
44.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
367+ 12.91% |
N/A
|
3.21K
$0
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 99.66% |
N/A
|
63
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 5.88% |
N/A
|
16
$0
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-55.5KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
990New |
N/A
|
990
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20New |
N/A
|
20
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
870New |
N/A
|
870
$0
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
47.8KNew |
N/A
|
47.8K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9.6KClosed |
N/A
|
0
$0
|
|