Valley National Advisers Inc Ishares Tr Transaction History

Valley National Advisers Inc

$646 Million
Q3 2025

A detailed history of Valley National Advisers Inc transactions in Ishares Tr stock. As of the latest transaction made, Valley National Advisers Inc holds 21 shares of IYF stock, worth $2,598. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,598

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 17, 2025	BUY	$119.89 - $127.16 $2,517 - $2,670	21 New	21 $2,000
Q2 2021 Aug 02, 2021	BUY	$75.91 - $83.61 $455 - $501	6 New	6 $0

Others Institutions Holding IYF

# of Institutions

507

Shares Held

20M

Call Options Held

18.2K

Put Options Held

44.1K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.78M
Shares

$221 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.59M
Shares

$196 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.55M
Shares

$192 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$148 Million
1.91% of portfolio
Lpl Financial LLC Fort Mill, SC

710K
Shares

$87.8 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Valley National Advisers Inc Ishares Tr Transaction History