Free Trial

iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership

iShares Morningstar Multi-Asset Income ETF logo
$20.19
-0.06 (-0.30%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Morningstar Multi-Asset Income ETF (BATS:IYLD)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$12.12K
Number of
Institutional Sellers
(last 12 months)
0
Get IYLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Multi-Asset Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IYLD Institutional Buying and Selling by Quarter

iShares Morningstar Multi-Asset Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2024 Fifth Third Securities Inc.15,150$301K0.0%+4.2%0.255%
10/24/2023 Cambridge Investment Research Advisors Inc.35,248$671K0.0%-2.0%0.500%
8/4/2023Parallel Advisors LLC6,250$122K0.0%-44.4%0.089%
7/26/2023 Janney Montgomery Scott LLC16,707$326K0.0%-4.4%0.235%
7/13/2023 Cambridge Investment Research Advisors Inc.35,957$702K0.0%-3.4%0.506%
4/28/2023 Janney Montgomery Scott LLC17,484$337K0.0%-3.8%0.243%
4/25/2023Parallel Advisors LLC11,250$217K0.0%N/A0.156%
2/10/2023CoreCap Advisors LLC1,792$34K0.0%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.48,116$913K0.0%-6.5%0.000%
2/1/2023 Janney Montgomery Scott LLC18,183$345K0.0%-34.0%0.000%
1/25/2023Mayflower Financial Advisors LLC19,657$373K0.0%-27.7%0.000%
1/17/2023 FSC Wealth Advisors LLC2,303$44K0.1%N/A0.000%
11/14/2022Kovack Advisors Inc.17,415$320K0.0%+7.7%0.000%
10/25/2022 Janney Montgomery Scott LLC27,532$505K0.0%+40.0%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.51,458$945K0.0%-8.4%0.000%
8/11/2022CoreCap Advisors LLC1,792$36K0.0%N/A0.000%
8/8/2022Baird Financial Group Inc.21,418$425K0.0%N/A0.000%
8/3/2022 Janney Montgomery Scott LLC19,671$390K0.0%-64.9%0.000%
8/2/2022 CX Institutional10,807$215K0.0%-4.9%0.000%
7/15/2022Mayflower Financial Advisors LLC27,248$540K0.1%-7.1%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.56,149$1.11M0.0%-1.4%0.000%
5/4/2022 Janney Montgomery Scott LLC56,053$1.25M0.0%-7.0%0.000%
2/10/2022 Confluence Wealth Services Inc.1,212$29K0.0%N/A0.000%
2/8/2022Retirement Planning Co of New England Inc.4,120$99K0.0%N/A0.000%
2/3/2022 Cambridge Investment Research Advisors Inc.60,663$1.46M0.0%-6.2%0.000%
1/27/2022 Janney Montgomery Scott LLC60,302$1.45M0.0%+141.6%0.000%
1/19/2022 AdvisorNet Financial Inc18,320$440K0.0%+3.4%0.000%
1/18/2022Kovack Advisors Inc.21,865$525K0.1%-7.9%0.000%
1/7/2022 Future Financial Wealth Managment LLC2,000$48K0.0%N/A0.000%
11/12/2021OLD Mission Capital LLC34,915$836K0.0%+310.1%0.000%
11/12/2021 PSI Advisors LLC1,170$28K0.0%N/A0.000%
11/10/2021 CX Institutional46,068$1.10M0.1%+367.1%0.000%
11/2/2021 Cambridge Investment Research Advisors Inc.64,668$1.55M0.0%-10.3%0.000%
10/29/2021 Janney Montgomery Scott LLC24,960$598K0.0%+3.8%0.000%
10/15/2021 AdvisorNet Financial Inc17,720$424K0.0%-5.3%0.000%
10/6/2021IFP Advisors Inc2,808$75K0.0%-16.8%0.000%
8/13/2021Steward Partners Investment Advisory LLC8,534$206K0.0%-9.4%0.000%
8/13/2021OLD Mission Capital LLC8,514$206K0.0%-47.4%0.000%
8/10/2021 Cambridge Investment Research Advisors Inc.72,096$1.74M0.0%+7.5%0.000%
7/29/2021Kovack Advisors Inc.23,720$574K0.1%-16.6%0.000%
Crypto Crash Ahead? (27 Experts Weigh In) (Ad)

Your Portfolio Could Be at RISK Emergency summit reveals crypto could save you!

Click here to reserve your spot at the emergency crypto summit now.
5/18/2021Flow Traders U.S. LLC13,122$307K0.0%N/A0.000%
5/17/2021Ameriprise Financial Inc.91,548$2.14M0.0%-25.4%0.000%
5/7/2021 Cambridge Investment Research Advisors Inc.67,075$1.57M0.0%-7.8%0.000%
5/7/2021 Sowell Financial Services LLC3,084$74K0.0%N/A0.000%
4/30/2021Wealthcare Advisory Partners LLC1,128$26K0.0%N/A0.000%
4/27/2021 Janney Montgomery Scott LLC150,829$3.53M0.0%-13.8%0.000%
4/15/2021 CX Institutional9,495$223K0.0%-58.5%0.000%
2/19/2021JPMorgan Chase & Co.2,191$53K0.0%-73.4%0.000%
2/11/2021Steward Partners Investment Advisory LLC2,560$62K0.0%-95.2%0.000%
2/4/2021 AdvisorNet Financial Inc19,320$465K0.0%-4.9%0.000%
2/4/2021 Cambridge Investment Research Advisors Inc.72,766$1.75M0.0%-19.8%0.000%
1/29/2021 Atlas Private Wealth Advisors1,175$28K0.0%-38.1%0.000%
1/25/2021IFP Advisors Inc3,659$87K0.0%-11.4%0.000%
1/25/2021 Calton & Associates Inc.16,988$409K0.1%-11.7%0.000%
1/25/2021 Janney Montgomery Scott LLC174,956$4.21M0.0%+190.1%0.000%
1/14/2021Kovack Advisors Inc.28,460$685K0.1%-42.7%0.000%
1/12/2021 CX Institutional22,865$551K0.1%-7.2%0.000%
11/12/2020JPMorgan Chase & Co.8,245$186K0.0%+37.0%0.000%
11/6/2020 Janney Montgomery Scott LLC60,317$1.36M0.0%+1.4%0.000%
11/2/2020Kovack Advisors Inc.49,685$1.12M0.2%-12.3%0.000%
10/30/2020Steward Partners Investment Advisory LLC52,849$1.19M0.0%+1.9%0.000%
10/29/2020IFP Advisors Inc4,128$93K0.0%-68.2%0.000%
10/29/2020 Cambridge Investment Research Advisors Inc.90,694$2.05M0.0%+43.8%0.000%
(Data available from 1/1/2016 forward)

IYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYLD shares?

During the previous two years, the following institutional investors and hedge funds held shares of iShares Morningstar Multi-Asset Income ETF shares: Cambridge Investment Research Advisors Inc. ($671K), Mayflower Financial Advisors LLC ($373K), Janney Montgomery Scott LLC ($326K), Kovack Advisors Inc. ($320K), Fifth Third Securities Inc. ($301K), Parallel Advisors LLC ($122K), and FSC Wealth Advisors LLC ($44K).Learn more on IYLD's institutional investors.

Which institutional investors have been buying iShares Morningstar Multi-Asset Income ETF stock?

The following institutional investors have purchased iShares Morningstar Multi-Asset Income ETF stock in the last 24 months: Parallel Advisors LLC ($11.25K), FSC Wealth Advisors LLC ($2.30K), CoreCap Advisors LLC ($1.79K), Kovack Advisors Inc. ($1.25K), and Fifth Third Securities Inc. ($611.00).

How much institutional buying is happening at iShares Morningstar Multi-Asset Income ETF?

Institutional investors have bought a total of 17,206 shares in the last 24 months. This purchase volume represents approximately $329.36K in transactions.

Which iShares Morningstar Multi-Asset Income ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares Morningstar Multi-Asset Income ETF stock in the last 24 months: Janney Montgomery Scott LLC ($10.83K), Mayflower Financial Advisors LLC ($7.54K), Cambridge Investment Research Advisors Inc. ($5.31K), and Parallel Advisors LLC ($5K).

How much institutional selling is happening at iShares Morningstar Multi-Asset Income ETF?

Institutional investors have sold a total of 28,668 shares in the last 24 months. This volume of shares sold represents approximately $547.73K in transactions.



This page (BATS:IYLD) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners