Purchases and Sales Made in Q4 2024 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.39K+ 15.95% |
$143K - $166K
|
10.1K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.34K+ 17.81% |
$138K - $160K
|
8.88K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.32K+ 145.37% |
$136K - $157K
|
2.23K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28K+ 27.89% |
$131K - $152K
|
5.85K
$667K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.26K+ 1.13% |
$130K - $150K
|
113K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.23K+ 3.68% |
$127K - $147K
|
34.7K
$3.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.2K+ 6.79% |
$123K - $143K
|
18.9K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.18KNew |
$121K - $140K
|
1.18K
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.13K+ 2.32% |
$116K - $135K
|
49.8K
$5.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05K+ 8.0% |
$107K - $124K
|
14.1K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.03K+ 45.54% |
$106K - $123K
|
3.3K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.02K+ 38.23% |
$104K - $121K
|
3.68K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
985+ 26.52% |
$101K - $117K
|
4.7K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
939+ 27.61% |
$96.4K - $112K
|
4.34K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
905+ 16.63% |
$92.9K - $108K
|
6.35K
$724K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
897+ 4.74% |
$92.1K - $107K
|
19.8K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
860+ 16.98% |
$88.3K - $102K
|
5.93K
$676K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
813+ 36.38% |
$83.5K - $96.8K
|
3.05K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
796+ 5.57% |
$81.7K - $94.8K
|
15.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
794+ 10.94% |
$81.5K - $94.5K
|
8.05K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
786+ 5.41% |
$80.7K - $93.6K
|
15.3K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
767+ 8.67% |
$78.8K - $91.3K
|
9.61K
$1.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
677New |
$69.5K - $80.6K
|
677
$77.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
666+ 2.37% |
$68.4K - $79.3K
|
28.7K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
630+ 12.79% |
$64.7K - $75K
|
5.56K
$633K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
626+ 569.09% |
$64.3K - $74.5K
|
736
$83.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
615+ 0.73% |
$63.2K - $73.2K
|
84.8K
$9.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
602New |
$61.8K - $71.7K
|
602
$68.6K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
601+ 15.2% |
$61.7K - $71.5K
|
4.55K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
600New |
$61.6K - $71.4K
|
600
$68.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
600New |
$61.6K - $71.4K
|
600
$68.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
599+ 11.38% |
$61.5K - $71.3K
|
5.86K
$668K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
587+ 28.1% |
$60.3K - $69.9K
|
2.68K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
534New |
$54.8K - $63.6K
|
534
$60.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
528+ 0.63% |
$54.2K - $62.9K
|
83.9K
$9.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
477+ 2.06% |
$49K - $56.8K
|
23.6K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
426+ 10.81% |
$43.8K - $50.7K
|
4.37K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
422+ 11.34% |
$43.3K - $50.2K
|
4.14K
$472K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
400+ 6.88% |
$41.1K - $47.6K
|
6.22K
$709K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
383New |
$39.3K - $45.6K
|
383
$43.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
375New |
$38.5K - $44.6K
|
375
$42.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
355New |
$36.5K - $42.3K
|
355
$40.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
352+ 8.26% |
$36.2K - $41.9K
|
4.61K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
348+ 1.52% |
$35.7K - $41.4K
|
23.2K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
337New |
$34.6K - $40.1K
|
337
$38.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
334New |
$34.3K - $39.8K
|
334
$38.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
312+ 9.46% |
$32K - $37.1K
|
3.61K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310New |
$31.8K - $36.9K
|
310
$35.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
302+ 26.08% |
$31K - $36K
|
1.46K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
299+ 10.75% |
$30.7K - $35.6K
|
3.08K
$351K
|