Latest Institutional Sells of Ishares Tr Ishares Morningstar (IYLD)
This list provides information on the latest institutional transactions involving Ishares Tr Ishares Morningstar (IYLD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-127K- 68.14% |
$2.59M - $2.7M
|
59.1K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.91K- 19.08% |
$203K - $211K
|
42K
$899K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6K- 30.32% |
$123K - $128K
|
13.8K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.96K- 30.43% |
$102K - $106K
|
11.3K
$243K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.69K- 22.21% |
$95.9K - $99.9K
|
16.4K
$351K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.39K- 12.48% |
$69.4K - $72.3K
|
23.8K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.13K- 12.15% |
$64.1K - $66.8K
|
22.6K
$484K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.99K- 42.14% |
$40.8K - $42.5K
|
2.74K
$58.5K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450- 16.05% |
$9.22K - $9.6K
|
2.35K
$50.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-413- 4.05% |
$8.46K - $8.81K
|
9.78K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-401- 1.75% |
$8.21K - $8.55K
|
22.5K
$482K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-363- 47.2% |
$7.43K - $7.74K
|
406
$8.68K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-245- 0.99% |
$5.02K - $5.23K
|
24.6K
$526K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-150- 37.5% |
$3.07K - $3.2K
|
250
$5.35K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-147- 0.66% |
$3.01K - $3.14K
|
22.3K
$476K
|
|
|
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 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-22- 2.26% |
$451 - $469
|
951
$20.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-18- 0.16% |
$369 - $384
|
11.6K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17- 0.17% |
$348 - $363
|
10.1K
$217K
|
|
| Q2 2025 | |||||||
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-33.7K- 99.41% |
$647K - $700K
|
200
$4.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-401- 3.16% |
$7.7K - $8.32K
|
12.3K
$263K
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-843- 5.68% |
$16.4K - $17.1K
|
14K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-485- 56.4% |
$9.42K - $9.85K
|
375
$8.02K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-312- 32.67% |
$6.06K - $6.34K
|
643
$13.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-110- 11.82% |
$2.14K - $2.23K
|
821
$17.6K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.22K- 23.03% |
$62.6K - $66.4K
|
10.8K
$230K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.03K- 12.2% |
$79.4K - $83.4K
|
29K
$620K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-871- 8.24% |
$17.2K - $18.1K
|
9.7K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-800- 5.43% |
$15.8K - $16.6K
|
13.9K
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-62- 10.06% |
$1.22K - $1.29K
|
554
$11.9K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-455Closed |
$8.8K - $9.17K
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.4K- 62.9% |
$417K - $427K
|
12.6K
$270K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-396- 2.35% |
$7.71K - $7.89K
|
16.5K
$352K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.75K- 60.0% |
$71.1K - $73.8K
|
2.5K
$53.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.33K- 9.77% |
$25.1K - $26.1K
|
12.3K
$262K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-973- 69.01% |
$18.4K - $19.1K
|
437
$9.35K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200- 57.14% |
$3.77K - $3.9K
|
150
$3.21K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-25.9KClosed |
$486K - $526K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-12.2KClosed |
$240K - $273K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-9.45K- 63.64% |
$185K - $211K
|
5.4K
$116K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-9.04KClosed |
$177K - $202K
|
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 | |||||||
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.3KClosed |
$399K - $437K
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.8KClosed |
$321K - $352K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-11.4KClosed |
$247K - $271K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-8.37KClosed |
$182K - $200K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.8KClosed |
$104K - $115K
|
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
|
|