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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-604Closed |
$39.4K - $46.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.28KClosed |
$83.7K - $98K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-250Closed |
$16.3K - $19.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-36Closed |
$2.35K - $2.75K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-44Closed |
$2.87K - $3.36K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
119+ 100.0% |
$6.55K - $7.95K
|
238
$28.1K
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-109Closed |
$6K - $7.28K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$5.51K - $6.68K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2K+ 100.0% |
$110K - $134K
|
4K
$472K
|
|
|
Feb 12, 2021
Q4 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-2.32K- 48.64% |
$128K - $155K
|
2.45K
$290K
|
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.94KClosed |
$272K - $330K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.07KClosed |
$114K - $138K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-264Closed |
$14.5K - $17.6K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-100Closed |
$5.51K - $6.68K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-6- 50.0% |
$330 - $401
|
6
$709
|
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
750+ 100.0% |
$41.3K - $50.1K
|
1.5K
$177K
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
155+ 100.0% |
$8.53K - $10.3K
|
310
$36.6K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-50Closed |
$2.75K - $3.34K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
760New |
$41.8K - $50.7K
|
760
$89.8K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.59KNew |
$87.5K - $106K
|
1.59K
$188K
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.9KNew |
$214K - $260K
|
3.9K
$460K
|
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
SELL
|
- |
-95Closed |
$5.23K - $6.34K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
300+ 100.0% |
$16.5K - $20K
|
600
$70.9K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14New |
$771 - $935
|
14
$1.65K
|
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40+ 100.0% |
$2.2K - $2.67K
|
80
$9.45K
|
|
|
Feb 04, 2021
Q4 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
108+ 100.0% |
$5.95K - $7.21K
|
216
$25.5K
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
100New |
$5.51K - $6.68K
|
100
$11.8K
|
|
|
Feb 01, 2021
Q4 2020
|
First Personal Financial Services
|
BUY
|
- |
30+ 100.0% |
$1.65K - $2K
|
60
$7.09K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-47Closed |
$2.59K - $3.14K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-300Closed |
$16.5K - $20K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
BUY
|
- |
150+ 16.67% |
$8.26K - $10K
|
1.05K
$124K
|
|
|
Jan 25, 2021
Q4 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-13.5KClosed |
$744K - $903K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.99KClosed |
$164K - $199K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.82KClosed |
$98.4K - $110K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-150Closed |
$8.11K - $9.04K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4Closed |
$216 - $241
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1.1KClosed |
$59.5K - $66.3K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Center Star Asset Management, LLC
|
SELL
|
- |
-152Closed |
$8.22K - $9.16K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
SELL
|
- |
-13.4KClosed |
$725K - $808K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.37KClosed |
$182K - $203K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1Closed |
$54.1 - $60.3
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.01K+ 28.27% |
$45.9K - $62.4K
|
4.56K
$539K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-20Closed |
$912 - $1.24K
|
0
$0
|
|
|
Sep 10, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-1.8K- 22.5% |
$82.1K - $112K
|
6.2K
$732K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-350Closed |
$16K - $21.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.5KClosed |
$661K - $899K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200Closed |
$9.12K - $12.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-7.77KClosed |
$355K - $482K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-3KClosed |
$137K - $186K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-200Closed |
$9.12K - $12.4K
|
0
$0
|
|