Purchases and Sales Made in Q3 2023 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-103- 2.9% |
$7.62K - $8.24K
|
3.45K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-110- 2.88% |
$8.14K - $8.8K
|
3.71K
$423K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-114- 5.79% |
$8.43K - $9.12K
|
1.85K
$211K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-153- 2.16% |
$11.3K - $12.2K
|
6.93K
$791K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-163- 22.8% |
$12.1K - $13K
|
552
$62.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-165- 0.87% |
$12.2K - $13.2K
|
18.8K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-181- 2.35% |
$13.4K - $14.5K
|
7.54K
$859K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-190- 9.65% |
$14.1K - $15.2K
|
1.78K
$203K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-205- 2.91% |
$15.2K - $16.4K
|
6.84K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-210- 0.92% |
$15.5K - $16.8K
|
22.6K
$2.57M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-220- 4.94% |
$16.3K - $17.6K
|
4.23K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-222- 0.88% |
$16.4K - $17.8K
|
25.1K
$2.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-250- 19.86% |
$18.5K - $20K
|
1.01K
$115K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-255- 23.46% |
$18.9K - $20.4K
|
832
$94.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-263- 4.68% |
$19.5K - $21K
|
5.36K
$611K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-271- 3.38% |
$20.1K - $21.7K
|
7.74K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-289- 7.14% |
$21.4K - $23.1K
|
3.76K
$428K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-336- 9.5% |
$24.9K - $26.9K
|
3.2K
$365K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-339- 5.52% |
$25.1K - $27.1K
|
5.81K
$662K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-344- 6.31% |
$25.5K - $27.5K
|
5.11K
$582K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-364- 9.16% |
$26.9K - $29.1K
|
3.61K
$412K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-377- 2.05% |
$27.9K - $30.2K
|
18.1K
$2.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-380- 9.39% |
$28.1K - $30.4K
|
3.67K
$418K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-385- 10.59% |
$28.5K - $30.8K
|
3.25K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-400- 4.58% |
$29.6K - $32K
|
8.34K
$951K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-400- 13.51% |
$29.6K - $32K
|
2.56K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-430- 7.18% |
$31.8K - $34.4K
|
5.56K
$634K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-449- 83.3% |
$33.2K - $35.9K
|
90
$10.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-498- 39.03% |
$36.8K - $39.8K
|
778
$88.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-501- 4.04% |
$37.1K - $40.1K
|
11.9K
$1.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-512- 0.4% |
$37.9K - $40.9K
|
128K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-517- 7.13% |
$38.3K - $41.3K
|
6.73K
$768K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-523- 7.16% |
$38.7K - $41.8K
|
6.78K
$773K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-531- 14.89% |
$39.3K - $42.5K
|
3.03K
$346K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-545- 16.12% |
$40.3K - $43.6K
|
2.84K
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-640- 7.74% |
$47.4K - $51.2K
|
7.63K
$870K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-642- 15.95% |
$47.5K - $51.3K
|
3.38K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-687- 4.16% |
$50.8K - $54.9K
|
15.8K
$1.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-690- 2.8% |
$51.1K - $55.2K
|
24K
$2.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-714- 9.21% |
$52.8K - $57.1K
|
7.04K
$803K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-800- 59.97% |
$59.2K - $64K
|
534
$60.9K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-833- 2.38% |
$61.6K - $66.6K
|
34.1K
$3.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-850- 4.6% |
$62.9K - $68K
|
17.6K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-884- 17.0% |
$65.4K - $70.7K
|
4.32K
$492K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-900- 6.84% |
$66.6K - $72K
|
12.3K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-965- 25.71% |
$71.4K - $77.2K
|
2.79K
$318K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-993- 49.55% |
$73.5K - $79.4K
|
1.01K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1K- 2.49% |
$74K - $80K
|
39.1K
$4.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.29K- 29.23% |
$95.7K - $103K
|
3.13K
$357K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.38K- 1.37% |
$102K - $110K
|
98.9K
$11.3M
|