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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-987- 2.79% |
$101K - $118K
|
34.4K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.85KNew |
$190K - $220K
|
1.85K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.88K- 11.19% |
$604K - $700K
|
46.6K
$5.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.41% |
$2.05K - $2.38K
|
4.84K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10KNew |
$1.03M - $1.19M
|
10K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1.91KNew |
$196K - $227K
|
1.91K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310New |
$31.8K - $36.9K
|
310
$36.6K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
601+ 15.2% |
$61.7K - $71.5K
|
4.55K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.89K+ 6.12% |
$195K - $225K
|
32.9K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.8K+ 7.41% |
$390K - $452K
|
55.1K
$6.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.83KNew |
$188K - $218K
|
1.83K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9KNew |
$195K - $226K
|
1.9K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
49New |
$5.03K - $5.83K
|
49
$5.79K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
302+ 26.08% |
$31K - $36K
|
1.46K
$172K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.31K- 22.24% |
$853K - $989K
|
29.1K
$3.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-102- 1.81% |
$10.5K - $12.1K
|
5.53K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-44- 12.75% |
$4.52K - $5.24K
|
301
$35.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-6.32K- 2.57% |
$649K - $753K
|
240K
$28.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
860+ 16.98% |
$88.3K - $102K
|
5.93K
$700K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.83% |
$10.3K - $11.9K
|
5.35K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45+ 3.62% |
$4.62K - $5.36K
|
1.29K
$152K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
985+ 26.52% |
$101K - $117K
|
4.7K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12KNew |
$1.23M - $1.43M
|
12K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.08K- 17.4% |
$111K - $129K
|
5.13K
$606K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
23.4KNew |
$2.4M - $2.78M
|
23.4K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.51K+ 76.77% |
$258K - $299K
|
5.78K
$683K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$205 - $238
|
632
$74.6K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.08K- 20.1% |
$316K - $367K
|
12.2K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
422+ 11.34% |
$43.3K - $50.2K
|
4.14K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
152+ 12.52% |
$15.6K - $18.1K
|
1.37K
$161K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-559- 3.27% |
$57.4K - $66.5K
|
16.5K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
375New |
$38.5K - $44.6K
|
375
$44.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
312+ 9.46% |
$32K - $37.1K
|
3.61K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-63- 1.3% |
$6.47K - $7.5K
|
4.78K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
337New |
$34.6K - $40.1K
|
337
$39.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.07K+ 92.4% |
$521K - $604K
|
10.6K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.07KNew |
$623K - $722K
|
6.07K
$716K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-134- 24.81% |
$13.8K - $16K
|
406
$48K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
184New |
$18.9K - $21.9K
|
184
$21.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
39+ 0.95% |
$4.01K - $4.64K
|
4.15K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.7KNew |
$3.56M - $4.13M
|
34.7K
$4.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 2.01% |
$256K - $297K
|
122K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.08K+ 3.74% |
$316K - $366K
|
85.4K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-23- 0.2% |
$2.36K - $2.74K
|
11.6K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-93- 1.97% |
$9.55K - $11.1K
|
4.63K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
334New |
$34.3K - $39.8K
|
334
$39.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
19.5KNew |
$2M - $2.32M
|
19.5K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-171- 1.6% |
$17.6K - $20.4K
|
10.5K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-197- 2.11% |
$20.2K - $23.5K
|
9.15K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.13KNew |
$527K - $611K
|
5.13K
$606K
|