Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / YLD OPTIM BD
-
Total 13F shares
-
351,402
-
Share change
-
-86,718
-
Total reported value
-
$8,683,178
-
Price per share
-
$24.71
-
Number of holders
-
15
-
Value change
-
-$2,033,728
-
Number of buys
-
9
-
Number of sells
-
9
Institutional Holders of ISHARES TR - YLD OPTIM BD (BYLD) as of Q1 2019
As of 31 Mar 2019,
ISHARES TR - YLD OPTIM BD (BYLD) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
351,402 shares.
The largest 10 holders included
LPL Financial LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., BANK OF AMERICA CORP /DE/, Strategic Blueprint, LLC, STEPHENS INC /AR/, Raymond James Financial Services Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, SYM FINANCIAL Corp, ROYAL BANK OF CANADA, and Snowden Capital Advisors LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2019 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.