Latest Institutional Purchases of Ishares Tr Yield Optimized Bd (BYLD)
This list provides information on the latest institutional transactions involving Ishares Tr Yield Optimized Bd (BYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
375New |
N/A
|
375
$0
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
116New |
N/A
|
116
$0
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
157New |
N/A
|
157
$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
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
990New |
N/A
|
990
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20New |
N/A
|
20
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
| Q3 2022 | |||||||
|
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
|
Ascent Group, LLC
|
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
386New |
N/A
|
386
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
39New |
N/A
|
39
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.14K+ 84.03% |
N/A
|
9.07K
$0
|
|
| Q1 2020 | |||||||
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
| Q2 2019 | |||||||
|
Jan 30, 2024
Q2 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Stephens Inc
|
BUY
|
- |
30.1KNew |
N/A
|
30.1K
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|