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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
205New |
$3.99K - $4.24K
|
205
$4.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-654- 2.48% |
$12.7K - $13.5K
|
25.7K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 44.86% |
$216K - $229K
|
13.6K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.33K- 36.32% |
$182K - $193K
|
16.4K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 11.17% |
$295K - $313K
|
151K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-591- 4.58% |
$11.5K - $12.2K
|
12.3K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-705- 10.94% |
$13.7K - $14.6K
|
5.74K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
238K+ 384.73% |
$4.64M - $4.92M
|
300K
$6.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.72K+ 45.69% |
$91.9K - $97.5K
|
15K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 10.12% |
$337K - $357K
|
188K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.8KNew |
$483K - $512K
|
24.8K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.78K- 6.86% |
$34.6K - $36.7K
|
24.1K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
161+ 1.05% |
$3.14K - $3.33K
|
15.5K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10+ 0.09% |
$195 - $207
|
11K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-680- 2.8% |
$13.2K - $14K
|
23.6K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.12K+ 6.08% |
$21.7K - $23.1K
|
19.5K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.17K- 22.01% |
$120K - $128K
|
21.9K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 67.71% |
$233K - $248K
|
29.7K
$598K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.22K- 23.03% |
$62.6K - $66.4K
|
10.8K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 36.69% |
$438K - $465K
|
83.8K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 8.03% |
$25.2K - $26.8K
|
14.8K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.4K- 61.88% |
$27.2K - $28.8K
|
860
$17.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
167K+ 240.33% |
$3.26M - $3.46M
|
237K
$4.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 56.95% |
$264K - $280K
|
37.3K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.08K+ 24.8% |
$79.5K - $84.3K
|
20.5K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350+ 0.62% |
$6.82K - $7.23K
|
56.5K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.49K- 53.85% |
$87.4K - $92.7K
|
3.84K
$77.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.4K+ 33.82% |
$85.6K - $90.8K
|
17.4K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.2KNew |
$744K - $789K
|
38.2K
$769K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.05K+ 688.26% |
$59.4K - $63K
|
3.49K
$70.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
188New |
$3.66K - $3.88K
|
188
$3.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.5K+ 41.85% |
$263K - $279K
|
45.8K
$922K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
570+ 2.48% |
$11.1K - $11.8K
|
23.5K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 2.64% |
$682 - $723
|
1.36K
$27.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$2.92K - $3.1K
|
150
$3.02K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
55.7KNew |
$1.08M - $1.15M
|
55.7K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 1.81% |
$19.5K - $20.7K
|
54.4K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.21% |
$195 - $207
|
4.72K
$95.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-962- 6.98% |
$18.7K - $19.9K
|
12.8K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-106- 9.99% |
$2.06K - $2.19K
|
955
$19.2K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$130K - $137K
|
6.6K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$197K - $207K
|
10K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
697+ 55.27% |
$13.7K - $14.4K
|
1.96K
$39.5K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.34KNew |
$26.3K - $27.7K
|
1.34K
$26.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
197+ 100.51% |
$3.88K - $4.08K
|
393
$7.92K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
616New |
$12.1K - $12.8K
|
616
$12.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-800- 5.43% |
$15.8K - $16.6K
|
13.9K
$281K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
54.2KNew |
$1.07M - $1.12M
|
54.2K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-62- 10.06% |
$1.22K - $1.29K
|
554
$11.2K
|
|