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Get Institutions for : 
Ishares Yield Optimized Bond (BYLD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    8
Total shares held : 
 2,245,069  
% of shares held : 
 29.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 763,139  
% of shares held change : 
   10.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 486,293
 21.66%
 
Increased Positions :
20
 393,141
 17.51%
 
Unchanged Positions :
6
 24,301
 1.08%
 
Decreased Positions :
12
-86,902
-3.87%
 
Closed Positions :
4
-29,393
-1.31%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Atlas Private Wealth Management 3 - 2024-03-31 377,165 $8,434,000 20,076
   Systelligence LLC 25 - 2024-03-31 361,479 $8,083,000 755
   LPL FINANCIAL CORP 1552 - 2024-03-31 312,206 $6,981,000 175,988
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1045 - 2024-03-31 262,935 $5,879,000 73,110
   RAYMOND JAMES & ASSOCIATES 1666 - 2024-03-31 198,475 $4,438,000 185,116
   BB&T CORP 1088 - 2024-03-31 133,397 $2,983,000 19,168
   BANK OF AMERICA CORP /DE/ 3412 - 2024-03-31 124,372 $2,781,000 76,670
   LWM Advisory Services LLC 12 - 2024-03-31 118,284 $2,645,000 21,404
   Advisor Group Holdings Inc. 1635 - 2024-03-31 96,361 $2,155,000 49,516
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 42 - 2024-03-31 87,864 $1,965,000 61,325
   GREAT VALLEY ADVISOR GROUP INC. 282 - 2024-03-31 87,601 $1,959,000 68,514
   HANSON MCCLAIN, INC. 324 - 2024-03-31 81,327 $1,818,000 18,037
   JANE STREET GROUP LLC 2399 - 2024-03-31 78,385 $1,753,000 30,757
   MARINER WEALTH ADVISORS, LLC 1315 - 2024-03-31 60,417 $1,351,000 27,163
   J P MORGAN CHASE & CO 3238 - 2024-03-31 55,138 $1,233,000 10,146
   Savvy Advisors Inc. 35 - 2024-03-31 47,573 $1,064,000 33,398
   Elevated Capital Advisors LLC 92 - 2024-03-31 43,912 $982,000 966
   Richard W. Paul & Associates LLC 70 - 2024-03-31 41,959 $938,000 4,337
   Birchcreek Wealth Management LLC 50 - 2024-03-31 39,976 $894,000 9,166
   Dynamic Advisors Solutions LLC 590 - 2024-03-31 23,317 $521,000 4,278
   ENVESTNET ASSET MANAGEMENT INC 3436 - 2024-03-31 21,204 $474,000 1,469
   SYM FINANCIAL CORPORATION 54 - 2024-03-31 18,152 $406,000 531
   Stonebridge Capital Advisors LLC 165 - 2024-03-31 14,980 $335,000 1,830
   AdvisorNet Financial Inc 368 - 2024-03-31 14,980 $335,000 1,830
   COMMONWEALTH EQUITY SERVICES LLC. 3464 - 2024-03-31 10,323 $231,000 1,121
   PRINCIPAL SECURITIES INC. 1054 - 2024-03-31 7,774 $174,000 534
   BANK OF MONTREAL /CAN/ 3027 - 2024-03-31 2,133 $48,000 44
   Retirement Group LLC 248 - 2024-03-31 2,000 $45,000 500
   UBS Group AG 5778 - 2024-03-31 721 $16,000 721
   Goss Wealth Management LLC 2733 - 2024-03-31 637 $14,000 593
  30 Records found
  1    
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