Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / YLD OPTIM BD
-
Number of holders
-
50
-
Total 13F shares, excl. options
-
3,323,951
-
Shares change
-
+850,698
-
Total reported value, excl. options
-
$74,545,224
-
Value change
-
+$19,110,460
-
Number of buys
-
32
-
Number of sells
-
15
-
Price
-
$22.43
Institutional Holders of ISHARES TR - YLD OPTIM BD (BYLD) as of Q4 2023
As of 31 Dec 2023 ISHARES TR - YLD OPTIM BD (BYLD) had 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,323,951 shares of stock of the company.
Largest 10 holders included HUNTINGTON NATIONAL BANK, Systelligence, LLC, Atlas Private Wealth Management, Raymond James Financial Services Advisors, Inc., Darwin Wealth Management, LLC, LPL Financial LLC, TRUIST FINANCIAL CORP, LWM Advisory Services, LLC, Allworth Financial LP, and Asset Management Group, Inc..
This table shows 50 institutional shareholders of the security as of 31 Dec 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.