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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: 
3-31-2022 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 the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   DELTA ASSET MANAGEMENT LLC/TN 353 - 2023-12-31 1,000 $22,000 0
   Moisand Fitzgerald Tamayo LLC 325 - 2024-03-31 386 $9,000 0
   Householder Group Estate & Retirement Specialist L 861 - 2024-03-31 375 $8,000 0
   Global Retirement Partners LLC 2745 - 2024-03-31 89 $2,000 0
   PROEQUITIES INC. 7115 - 2024-03-31 0 $0 0

  5 Records found
  1    
  Page 1 of 1
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