Latest Institutional Transactions on Ishares Tr Ishares Morningstar (IYLD)
This table provides information on the latest institutional transactions involving Ishares Tr Ishares Morningstar (IYLD) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.71K+ 923.94% |
$75.9K - $79K
|
4.11K
$87.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
750New |
$15.4K - $16K
|
750
$16K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-18- 0.16% |
$369 - $384
|
11.6K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6KNew |
$340K - $354K
|
16.6K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6K- 30.32% |
$123K - $128K
|
13.8K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
119+ 0.78% |
$2.44K - $2.54K
|
15.3K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.5K+ 13.06% |
$543K - $566K
|
230K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.19K+ 0.39% |
$24.5K - $25.5K
|
307K
$6.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$305K - $318K
|
14.9K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
371New |
$7.6K - $7.91K
|
371
$7.94K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-245- 0.99% |
$5.02K - $5.23K
|
24.6K
$526K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.28KNew |
$46.6K - $48.6K
|
2.28K
$48.7K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450- 16.05% |
$9.22K - $9.6K
|
2.35K
$50.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.57K+ 16.11% |
$73K - $76.1K
|
25.7K
$550K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.65K+ 42.97% |
$54.3K - $56.5K
|
8.81K
$189K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-127K- 68.14% |
$2.59M - $2.7M
|
59.1K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
518New |
$10.6K - $11K
|
518
$11.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.5KNew |
$521K - $543K
|
25.5K
$545K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 1.25% |
$20.5 - $21.3
|
81
$1.73K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
321+ 23.29% |
$6.57K - $6.85K
|
1.7K
$36.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.13K- 12.15% |
$64.1K - $66.8K
|
22.6K
$484K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
184+ 0.21% |
$3.77K - $3.92K
|
89.6K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76+ 1.29% |
$1.56K - $1.62K
|
5.98K
$128K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17- 0.17% |
$348 - $363
|
10.1K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.69K- 22.21% |
$95.9K - $99.9K
|
16.4K
$351K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-363- 47.2% |
$7.43K - $7.74K
|
406
$8.68K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.91K- 19.08% |
$203K - $211K
|
42K
$899K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
184New |
$3.77K - $3.92K
|
184
$3.94K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-150- 37.5% |
$3.07K - $3.2K
|
250
$5.35K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-401- 1.75% |
$8.21K - $8.55K
|
22.5K
$482K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-147- 0.66% |
$3.01K - $3.14K
|
22.3K
$476K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
954+ 15.87% |
$19.5K - $20.3K
|
6.96K
$149K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.39K- 12.48% |
$69.4K - $72.3K
|
23.8K
$508K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
222KNew |
$4.55M - $4.74M
|
222K
$4.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.57KNew |
$196K - $204K
|
9.57K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-22- 2.26% |
$451 - $469
|
951
$20.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.82K+ 10.3% |
$78.2K - $81.4K
|
40.9K
$874K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.99K- 42.14% |
$40.8K - $42.5K
|
2.74K
$58.5K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.96K- 30.43% |
$102K - $106K
|
11.3K
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
9.43KNew |
$193K - $201K
|
9.43K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.74K+ 16.44% |
$200K - $208K
|
69K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-100- 81.3% |
$2.05K - $2.13K
|
23
$492
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.86% |
$717 - $747
|
4.03K
$86.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-413- 4.05% |
$8.46K - $8.81K
|
9.78K
$209K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.5K+ 24.75% |
$298K - $322K
|
78.3K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
40.3KNew |
$773K - $836K
|
40.3K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-401- 3.16% |
$7.7K - $8.32K
|
12.3K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-33.7K- 99.41% |
$647K - $700K
|
200
$4.28K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21KNew |
$402K - $435K
|
21K
$449K
|
|