Latest Institutional Transactions on Ishares Tr (IYF)
This table provides information on the latest institutional transactions involving Ishares Tr (IYF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
164+ 2.58% |
$17.7K - $19.6K
|
6.51K
$686K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
305New |
$32.8K - $36.4K
|
305
$32.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-330- 5.75% |
$35.5K - $39.4K
|
5.41K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
88New |
$9.48K - $10.5K
|
88
$9.28K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.57K+ 2.95% |
$169K - $187K
|
54.8K
$5.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.49KNew |
$268K - $297K
|
2.49K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17New |
$1.83K - $2.03K
|
17
$1.79K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-903- 11.78% |
$97.2K - $108K
|
6.76K
$713K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
764+ 24.89% |
$82.3K - $91.2K
|
3.83K
$404K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
6.17K+ 11.32% |
$664K - $736K
|
60.7K
$6.4M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$108 - $119
|
6.22K
$656K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.1% |
$538 - $597
|
4.85K
$511K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.82K- 14.87% |
$303K - $336K
|
16.1K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8- 0.16% |
$862 - $955
|
5.05K
$532K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-72- 2.74% |
$7.75K - $8.59K
|
2.56K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.97K- 30.97% |
$213K - $236K
|
4.4K
$464K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
23.9K+ 103.0% |
$2.57M - $2.85M
|
47.1K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
26.5KNew |
$2.85M - $3.16M
|
26.5K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
353+ 10.08% |
$38K - $42.1K
|
3.85K
$406K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.23% |
$108 - $119
|
438
$46.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 36.36% |
$43.1K - $47.7K
|
700
$73.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-217- 6.01% |
$23.4K - $25.9K
|
3.39K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-517- 12.13% |
$55.7K - $61.7K
|
3.75K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.31% |
$1.4K - $1.55K
|
4.16K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
45+ 1.24% |
$4.85K - $5.37K
|
3.67K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 1925.93% |
$224K - $248K
|
2.19K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-629- 19.39% |
$67.7K - $75.1K
|
2.62K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-527- 8.79% |
$56.8K - $62.9K
|
5.47K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
125+ 4.57% |
$13.5K - $14.9K
|
2.86K
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
217+ 9.95% |
$23.4K - $25.9K
|
2.4K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.32K+ 1.2% |
$249K - $276K
|
196K
$20.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.1K+ 65.63% |
$226K - $251K
|
5.31K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9+ 0.3% |
$969 - $1.07K
|
2.98K
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-26- 0.4% |
$2.8K - $3.1K
|
6.53K
$689K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
219+ 36.5% |
$23.6K - $26.1K
|
819
$86.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.1KNew |
$441K - $489K
|
4.1K
$432K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
223+ 2.51% |
$24K - $26.6K
|
9.1K
$959K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7.38K- 21.23% |
$795K - $881K
|
27.4K
$2.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
85+ 4.46% |
$9.15K - $10.1K
|
1.99K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44K+ 143700.0% |
$155K - $172K
|
1.44K
$152K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.45K+ 72.95% |
$372K - $412K
|
8.18K
$862K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
60+ 0.22% |
$6.46K - $7.16K
|
27.1K
$2.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
171+ 4.51% |
$18.4K - $20.4K
|
3.96K
$418K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-6- 0.18% |
$646 - $716
|
3.31K
$348K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 2.95% |
$3.66K - $4.06K
|
1.12K
$118K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-155- 0.24% |
$16.7K - $18.5K
|
63.7K
$6.72M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22- 95.65% |
$2.37K - $2.63K
|
1
$105
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-855- 25.73% |
$87.8K - $102K
|
2.47K
$260K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
900New |
$92.4K - $107K
|
900
$94.9K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11.3KNew |
$1.16M - $1.35M
|
11.3K
$1.2M
|
|