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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
287+ 32.65% |
$29.5K - $34.2K
|
1.17K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
265New |
$27.2K - $31.5K
|
265
$30.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
247+ 4.69% |
$25.4K - $29.4K
|
5.52K
$629K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
247+ 82.33% |
$25.4K - $29.4K
|
547
$62.4K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
244+ 141.86% |
$25.1K - $29K
|
416
$47.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
242+ 8.17% |
$24.9K - $28.8K
|
3.2K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
240+ 2.51% |
$24.6K - $28.6K
|
9.79K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
228+ 11.61% |
$23.4K - $27.1K
|
2.19K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
215New |
$22.1K - $25.6K
|
215
$24.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
210New |
$21.6K - $25K
|
210
$23.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
206New |
$21.2K - $24.5K
|
206
$23.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
206New |
$21.2K - $24.5K
|
206
$23.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
203+ 9.69% |
$20.8K - $24.2K
|
2.3K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
200+ 8.42% |
$20.5K - $23.8K
|
2.58K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
188New |
$19.3K - $22.4K
|
188
$21.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
184New |
$18.9K - $21.9K
|
184
$21K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
164+ 4.32% |
$16.8K - $19.5K
|
3.96K
$451K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
156+ 1.49% |
$16K - $18.6K
|
10.6K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
152+ 12.52% |
$15.6K - $18.1K
|
1.37K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
120+ 4.4% |
$12.3K - $14.3K
|
2.85K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
108+ 3.69% |
$11.1K - $12.9K
|
3.04K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
108+ 0.65% |
$11.1K - $12.9K
|
16.7K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
101+ 50.5% |
$10.4K - $12K
|
301
$34.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
100New |
$10.3K - $11.9K
|
100
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
100New |
$10.3K - $11.9K
|
100
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
93+ 0.95% |
$9.55K - $11.1K
|
9.85K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
90+ 2.11% |
$9.24K - $10.7K
|
4.36K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
89New |
$9.14K - $10.6K
|
89
$10.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
80+ 6.99% |
$8.22K - $9.52K
|
1.23K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
75+ 0.59% |
$7.7K - $8.93K
|
12.8K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
75New |
$7.7K - $8.93K
|
75
$8.55K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75+ 1.85% |
$7.7K - $8.93K
|
4.13K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
49New |
$5.03K - $5.83K
|
49
$5.59K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
47+ 0.42% |
$4.83K - $5.6K
|
11.3K
$1.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
46+ 1.04% |
$4.72K - $5.48K
|
4.49K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45+ 3.62% |
$4.62K - $5.36K
|
1.29K
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
45New |
$4.62K - $5.36K
|
45
$5.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
45+ 0.66% |
$4.62K - $5.36K
|
6.86K
$783K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
39+ 0.95% |
$4.01K - $4.64K
|
4.15K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
35+ 3.65% |
$3.59K - $4.17K
|
995
$113K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
32+ 0.75% |
$3.29K - $3.81K
|
4.3K
$490K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 0.9% |
$2.57K - $2.98K
|
2.79K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23+ 0.79% |
$2.36K - $2.74K
|
2.94K
$335K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18+ 0.59% |
$1.85K - $2.14K
|
3.09K
$352K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15+ 7.61% |
$1.54K - $1.79K
|
212
$24.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.45% |
$1.54K - $1.79K
|
3.37K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.65% |
$1.34K - $1.55K
|
2.03K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13+ 0.42% |
$1.34K - $1.55K
|
3.07K
$351K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.39% |
$1.34K - $1.55K
|
3.31K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$1.34K - $1.55K
|
2.97K
$339K
|