Purchases and Sales Made in Q4 2024 in Ishares Tr Yield Optimized Bd (BYLD)
This table provides information about the institutional ownership of Ishares Tr Yield Optimized Bd (BYLD) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR YIELD OPTIMIZED BD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
59.8KNew |
N/A
|
59.8K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
13.9K+ 11.84% |
N/A
|
131K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.25K+ 41.69% |
N/A
|
24.6K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.14K+ 16.68% |
N/A
|
21.9K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.01K+ 3378.65% |
N/A
|
3.1K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.85K+ 5.94% |
N/A
|
50.7K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.54K+ 8.2% |
N/A
|
33.5K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.42K+ 1.13% |
N/A
|
217K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
900New |
N/A
|
900
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-21- 3.88% |
N/A
|
520
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-56- 8.52% |
N/A
|
601
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-846- 4.81% |
N/A
|
16.7K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-850- 4.33% |
N/A
|
18.8K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.67K- 4.26% |
N/A
|
82.5K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.61K- 44.12% |
N/A
|
12.2K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 10.79% |
N/A
|
126K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-92.6K- 38.02% |
N/A
|
151K
$0
|