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 |
|---|---|---|---|---|---|---|---|
|
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 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.13KNew |
$527K - $611K
|
5.13K
$606K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-86- 1.29% |
$8.83K - $10.2K
|
6.57K
$776K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
247+ 4.69% |
$25.4K - $29.4K
|
5.52K
$651K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
203+ 9.69% |
$20.8K - $24.2K
|
2.3K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
200+ 8.42% |
$20.5K - $23.8K
|
2.58K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.03K- 59.47% |
$106K - $123K
|
702
$82.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.9K- 43.49% |
$606K - $702K
|
7.67K
$905K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.32KNew |
$443K - $514K
|
4.32K
$510K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.59KNew |
$780K - $904K
|
7.59K
$897K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14.4K+ 1693.07% |
$1.48M - $1.72M
|
15.3K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-110- 0.66% |
$11.3K - $13.1K
|
16.6K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-202- 3.84% |
$20.7K - $24K
|
5.06K
$597K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 30.3% |
$5.14K - $5.95K
|
115
$13.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.23% |
$103 - $119
|
437
$51.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
215New |
$22.1K - $25.6K
|
215
$25.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-735- 23.06% |
$75.5K - $87.5K
|
2.45K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.24KNew |
$333K - $386K
|
3.24K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
383New |
$39.3K - $45.6K
|
383
$45.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-10K- 6.8% |
$1.03M - $1.19M
|
137K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2+ 0.04% |
$205 - $238
|
4.45K
$525K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.89KNew |
$399K - $463K
|
3.89K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
228+ 11.61% |
$23.4K - $27.1K
|
2.19K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.5K+ 18.11% |
$257K - $298K
|
16.3K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
45+ 0.66% |
$4.62K - $5.36K
|
6.86K
$811K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
45New |
$4.62K - $5.36K
|
45
$5.31K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 3.81% |
$411 - $476
|
101
$11.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-229- 5.1% |
$23.5K - $27.3K
|
4.26K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 99.93% |
$151K - $175K
|
1
$118
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.8K- 33.48% |
$185K - $214K
|
3.58K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 0.41% |
$924 - $1.07K
|
2.2K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
348+ 1.52% |
$35.7K - $41.4K
|
23.2K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34- 0.14% |
$3.49K - $4.05K
|
24.4K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-582- 18.14% |
$59.8K - $69.3K
|
2.63K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
47+ 0.42% |
$4.83K - $5.6K
|
11.3K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
796+ 5.57% |
$81.7K - $94.8K
|
15.1K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.26K+ 1.13% |
$130K - $150K
|
113K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-79- 2.81% |
$8.11K - $9.4K
|
2.74K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.57K+ 2.42% |
$470K - $544K
|
193K
$22.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
74.3KNew |
$7.63M - $8.84M
|
74.3K
$8.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 2.7% |
$1.03K - $1.19K
|
360
$42.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.65% |
$1.34K - $1.55K
|
2.03K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.13K+ 2.32% |
$116K - $135K
|
49.8K
$5.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.67K+ 28.31% |
$171K - $198K
|
7.55K
$891K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.84K+ 38.9% |
$394K - $457K
|
13.7K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$1.34K - $1.55K
|
2.97K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.59K+ 13.12% |
$163K - $189K
|
13.7K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
87.2K+ 93.06% |
$8.96M - $10.4M
|
181K
$21.4M
|