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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
590KNew |
N/A
|
590K
$0
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
237K+ 1566.43% |
N/A
|
253K
$0
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
225KNew |
N/A
|
225K
$0
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.9KNew |
N/A
|
64.9K
$0
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
59.8KNew |
N/A
|
59.8K
$0
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.7K+ 59.65% |
N/A
|
133K
$0
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.3KNew |
N/A
|
48.3K
$0
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45.9K+ 5.56% |
N/A
|
872K
$0
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.2K+ 22.45% |
N/A
|
230K
$0
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.4KNew |
N/A
|
29.4K
$0
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$0
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$0
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.6K+ 17.78% |
N/A
|
103K
$0
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.5K+ 8.45% |
N/A
|
186K
$0
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
13.9K+ 11.84% |
N/A
|
131K
$0
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 43.8% |
N/A
|
39.8K
$0
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 30.16% |
N/A
|
51.3K
$0
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.6K+ 21.93% |
N/A
|
64.5K
$0
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.75KNew |
N/A
|
9.75K
$0
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.51K+ 12.3% |
N/A
|
68.5K
$0
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.25K+ 8.15% |
N/A
|
96.2K
$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
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.79K+ 3.37% |
N/A
|
85.5K
$0
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2.62KNew |
N/A
|
2.62K
$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
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.29KNew |
N/A
|
2.29K
$0
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$0
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
900New |
N/A
|
900
$0
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
434+ 7233.33% |
N/A
|
440
$0
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
223+ 111.5% |
N/A
|
423
$0
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
141+ 2.38% |
N/A
|
6.05K
$0
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
83+ 0.06% |
N/A
|
149K
$0
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27New |
N/A
|
27
$0
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$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
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-141- 1.33% |
N/A
|
10.5K
$0
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-196- 0.41% |
N/A
|
48.1K
$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
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-890- 5.85% |
N/A
|
14.3K
$0
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.69K- 7.56% |
N/A
|
20.7K
$0
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.67K- 4.26% |
N/A
|
82.5K
$0
|