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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-36.4K- 93.49% |
$4.37M - $4.63M
|
2.54K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
2+ 0.05% |
$240 - $254
|
4.32K
$535K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.47K- 12.72% |
$296K - $314K
|
17K
$2.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
54+ 1.11% |
$6.47K - $6.87K
|
4.91K
$607K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24K+ 21.38% |
$2.88M - $3.05M
|
136K
$16.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.3K+ 414.16% |
$1.47M - $1.56M
|
15.2K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1+ 0.09% |
$120 - $127
|
1.1K
$135K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5K+ 10.59% |
$1.62M - $1.71M
|
141K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
93+ 0.56% |
$11.1K - $11.8K
|
16.7K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-688- 17.73% |
$82.5K - $87.5K
|
3.19K
$395K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$120 - $127
|
2.98K
$369K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-352- 9.38% |
$42.2K - $44.8K
|
3.4K
$421K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-220- 2.55% |
$26.4K - $28K
|
8.4K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-344- 3.7% |
$41.2K - $43.7K
|
8.96K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
398+ 22.01% |
$47.7K - $50.6K
|
2.21K
$273K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-400- 16.21% |
$48K - $50.9K
|
2.07K
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
331+ 9.77% |
$39.7K - $42.1K
|
3.72K
$460K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.36K+ 11.83% |
$402K - $427K
|
31.7K
$3.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-144- 5.03% |
$17.3K - $18.3K
|
2.72K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
258+ 2.15% |
$30.9K - $32.8K
|
12.3K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1.45KNew |
$174K - $184K
|
1.45K
$179K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.51% |
$120 - $127
|
198
$24.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.4K+ 22.45% |
$1.13M - $1.2M
|
51.3K
$6.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-240- 8.11% |
$28.8K - $30.5K
|
2.72K
$337K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.27K+ 66.54% |
$392K - $416K
|
8.18K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-22- 0.33% |
$2.64K - $2.8K
|
6.65K
$823K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
314+ 5.3% |
$37.6K - $39.9K
|
6.23K
$771K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.01K- 33.01% |
$241K - $255K
|
4.08K
$504K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-1- 0.02% |
$120 - $127
|
4.65K
$575K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.23K+ 7.49% |
$147K - $156K
|
17.7K
$2.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-887- 30.52% |
$106K - $113K
|
2.02K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-790- 0.67% |
$94.7K - $100K
|
117K
$14.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
253+ 2.45% |
$30.3K - $32.2K
|
10.6K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-65- 1.93% |
$7.79K - $8.27K
|
3.3K
$408K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2+ 0.02% |
$240 - $254
|
11K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
17.6KNew |
$2.11M - $2.24M
|
17.6K
$2.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1KNew |
$120K - $128K
|
1K
$124K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
273KNew |
$32.8M - $34.7M
|
273K
$33.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.3% |
$2.52K - $2.67K
|
6.91K
$855K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
15.2K+ 662.74% |
$1.83M - $1.94M
|
17.5K
$2.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-125- 2.11% |
$15K - $15.9K
|
5.8K
$718K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.13K+ 12.79% |
$136K - $144K
|
9.98K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
500New |
$59.9K - $63.6K
|
500
$61.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
158+ 2.51% |
$18.9K - $20.1K
|
6.46K
$800K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.52K+ 3.06% |
$422K - $448K
|
119K
$14.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10New |
$1.2K - $1.27K
|
10
$1.24K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.77KNew |
$332K - $352K
|
2.77K
$343K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.69K+ 58.2% |
$203K - $215K
|
4.6K
$569K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.65KNew |
$198K - $210K
|
1.65K
$205K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.71K- 14.64% |
$924K - $980K
|
44.9K
$5.56M
|
|