Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / YLD OPTIM BD
-
Total 13F shares
-
5,571,539
-
Share change
-
-333,949
-
Total reported value
-
$123,553,990
-
Price per share
-
$22.16
-
Number of holders
-
65
-
Value change
-
-$7,799,911
-
Number of buys
-
40
-
Number of sells
-
23
Institutional Holders of ISHARES TR - YLD OPTIM BD (BYLD) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - YLD OPTIM BD (BYLD) was held by
65 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,571,539 shares.
The largest 10 holders included
HUNTINGTON NATIONAL BANK, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Focus Partners Wealth, BANK OF AMERICA CORP /DE/, IronOak Wealth LLC., Sigma Planning Corp, Trivium Point Advisory, LLC, KPP Advisory Services LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
65
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.