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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
3.9KNew |
$401K - $464K
|
3.9K
$483K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.62K+ 41.93% |
$372K - $431K
|
12.3K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-402- 15.59% |
$41.3K - $47.9K
|
2.18K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
75New |
$7.7K - $8.93K
|
75
$9.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.82K- 62.21% |
$495K - $574K
|
2.93K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.07K- 42.89% |
$315K - $366K
|
4.09K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
32.3K+ 91.05% |
$3.31M - $3.84M
|
67.7K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
534New |
$54.8K - $63.6K
|
534
$66.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
600New |
$61.6K - $71.4K
|
600
$74.2K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.1K+ 136.38% |
$1.76M - $2.04M
|
29.6K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
47.4KNew |
$4.87M - $5.64M
|
47.4K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
615+ 0.73% |
$63.2K - $73.2K
|
84.8K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
28.1KNew |
$2.89M - $3.35M
|
28.1K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-977- 16.26% |
$100K - $116K
|
5.03K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.09% |
$103 - $119
|
1.09K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
210New |
$21.6K - $25K
|
210
$26K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-210- 8.11% |
$21.6K - $25K
|
2.38K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
355New |
$36.5K - $42.3K
|
355
$43.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
600New |
$61.6K - $71.4K
|
600
$74.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.76KNew |
$284K - $329K
|
2.76K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.43KNew |
$455K - $528K
|
4.43K
$549K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15+ 7.61% |
$1.54K - $1.79K
|
212
$26.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
89New |
$9.14K - $10.6K
|
89
$11K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
206New |
$21.2K - $24.5K
|
206
$25.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
100New |
$10.3K - $11.9K
|
100
$12.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
247+ 82.33% |
$25.4K - $29.4K
|
547
$67.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
528+ 0.63% |
$54.2K - $62.9K
|
83.9K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-90- 28.3% |
$9.24K - $10.7K
|
228
$28.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
120+ 4.4% |
$12.3K - $14.3K
|
2.85K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-53- 5.7% |
$5.44K - $6.31K
|
877
$109K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
36.3KNew |
$3.72M - $4.32M
|
36.3K
$4.49M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
80+ 6.99% |
$8.22K - $9.52K
|
1.23K
$152K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.85KNew |
$190K - $220K
|
1.85K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.83KNew |
$188K - $218K
|
1.83K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.8K+ 7.41% |
$390K - $452K
|
55.1K
$6.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9KNew |
$195K - $226K
|
1.9K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
49New |
$5.03K - $5.83K
|
49
$6.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310New |
$31.8K - $36.9K
|
310
$38.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-102- 1.81% |
$10.5K - $12.1K
|
5.53K
$685K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-44- 12.75% |
$4.52K - $5.24K
|
301
$37.2K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
23.4KNew |
$2.4M - $2.78M
|
23.4K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12KNew |
$1.23M - $1.43M
|
12K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-134- 24.81% |
$13.8K - $16K
|
406
$50.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.7KNew |
$3.56M - $4.13M
|
34.7K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 2.01% |
$256K - $297K
|
122K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.03K- 59.47% |
$106K - $123K
|
702
$86.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.13KNew |
$527K - $611K
|
5.13K
$635K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
215New |
$22.1K - $25.6K
|
215
$26.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
228+ 11.61% |
$23.4K - $27.1K
|
2.19K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.13K+ 2.32% |
$116K - $135K
|
49.8K
$6.16M
|
|