Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / YLD OPTIM BD
-
Total 13F shares
-
4,210,363
-
Share change
-
+886,413
-
Total reported value
-
$94,144,031
-
Price per share
-
$22.36
-
Number of holders
-
55
-
Value change
-
+$19,818,955
-
Number of buys
-
39
-
Number of sells
-
14
Institutional Holders of ISHARES TR - YLD OPTIM BD (BYLD) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - YLD OPTIM BD (BYLD) was held by
55 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,210,363 shares.
The largest 10 holders included
HUNTINGTON NATIONAL BANK, Atlas Private Wealth Management, LLC, Systelligence, LLC, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., Sigma Planning Corp, RAYMOND JAMES & ASSOCIATES, Darwin Wealth Management, LLC, TRUIST FINANCIAL CORP, and BANK OF AMERICA CORP /DE/.
This page lists
55
institutional shareholders reporting positions in this security
for the Q1 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.