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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.64% |
$162 - $178
|
1.42K
$30.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
35.3KNew |
$637K - $696K
|
35.3K
$755K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.94KNew |
$71.1K - $77.8K
|
3.94K
$84.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$18.1K - $19.7K
|
1K
$21.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 1.29% |
$36.7 - $41.3
|
157
$3.36K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 1.34% |
$55.1 - $62
|
227
$4.86K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
30.7KNew |
$564K - $635K
|
30.7K
$657K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-9.04KClosed |
$177K - $202K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800New |
$15.7K - $17.9K
|
800
$17.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.43KNew |
$47.7K - $54.4K
|
2.43K
$52K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-9.45K- 63.64% |
$185K - $211K
|
5.4K
$116K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
23.8KNew |
$466K - $532K
|
23.8K
$508K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-12.2KClosed |
$240K - $273K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.2KClosed |
$62.9K - $71.7K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2KClosed |
$39.2K - $44.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7Closed |
$152 - $167
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.8KClosed |
$321K - $352K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-900Closed |
$19.6K - $21.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.06KClosed |
$23K - $25.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-550Closed |
$12K - $13.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.12KClosed |
$89.7K - $98.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-11.4KClosed |
$247K - $271K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.3KNew |
$50K - $54.9K
|
2.3K
$49.2K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.8KClosed |
$104K - $115K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.21KClosed |
$26.4K - $28.9K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-8.37KClosed |
$182K - $200K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.3KClosed |
$399K - $437K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4Closed |
$94.7 - $97.1
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-34.9KClosed |
$827K - $847K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-16.2KClosed |
$385K - $394K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-885Closed |
$21K - $21.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-400Closed |
$9.47K - $9.71K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-158Closed |
$3.74K - $3.83K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$598K - $612K
|
25K
$535K
|
|
| Q2 2021 | |||||||
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$308K - $319K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-35.2KClosed |
$827K - $856K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.13KClosed |
$26.5K - $27.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.08KClosed |
$72.4K - $74.9K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-10.5KClosed |
$247K - $256K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-10.5KClosed |
$246K - $255K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-17KClosed |
$395K - $409K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-37.5KClosed |
$871K - $902K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.2KClosed |
$26.5K - $28.9K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-11.9KClosed |
$262K - $286K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
97New |
$2.14K - $2.33K
|
97
$2.07K
|
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-23.8KClosed |
$524K - $572K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-516Closed |
$11.4K - $12.4K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-15.6KClosed |
$345K - $377K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.55KClosed |
$56.1K - $61.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.25KClosed |
$138K - $151K
|
0
$0
|
|