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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
24+ 0.68% |
$2.88K - $3.05K
|
3.56K
$440K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 0.32% |
$3.12K - $3.31K
|
8.08K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.58K+ 122.42% |
$668K - $709K
|
10.1K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.56K- 11.05% |
$188K - $199K
|
12.6K
$1.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-190- 2.88% |
$22.8K - $24.2K
|
6.42K
$794K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
142+ 2.97% |
$17K - $18.1K
|
4.93K
$609K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-25- 0.44% |
$3K - $3.18K
|
5.71K
$707K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.67KNew |
$320K - $339K
|
2.67K
$330K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.76K- 1.12% |
$331K - $351K
|
244K
$30.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-248- 1.06% |
$29.7K - $31.5K
|
23.2K
$2.87M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-44- 17.25% |
$5.28K - $5.6K
|
211
$26.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.41K+ 62.45% |
$289K - $306K
|
6.26K
$775K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32.2K+ 979.57% |
$3.86M - $4.1M
|
35.5K
$4.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.31% |
$719 - $763
|
1.93K
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-318- 3.49% |
$38.1K - $40.4K
|
8.79K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.02% |
$120 - $127
|
4.45K
$551K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.94K+ 12.73% |
$352K - $374K
|
26K
$3.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.29% |
$1.44K - $1.53K
|
4.19K
$518K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
917+ 20.89% |
$110K - $117K
|
5.31K
$657K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
293+ 4.22% |
$35.1K - $37.3K
|
7.24K
$896K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
812+ 36.04% |
$97.4K - $103K
|
3.07K
$379K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
49+ 0.54% |
$5.87K - $6.23K
|
9.19K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12+ 0.29% |
$1.44K - $1.53K
|
4.12K
$510K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
442+ 1.11% |
$53K - $56.2K
|
40.2K
$4.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
111+ 0.78% |
$13.3K - $14.1K
|
14.4K
$1.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
6+ 0.27% |
$719 - $763
|
2.22K
$275K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.77K+ 123.22% |
$452K - $479K
|
6.83K
$845K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
875+ 11.13% |
$105K - $111K
|
8.74K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-159- 10.41% |
$19.1K - $20.2K
|
1.37K
$169K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
428+ 0.38% |
$51.3K - $54.4K
|
112K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20+ 3.94% |
$2.4K - $2.54K
|
527
$65.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.12K+ 16.19% |
$254K - $270K
|
15.2K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
21New |
$2.52K - $2.67K
|
21
$2.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 0.28% |
$1.08K - $1.14K
|
3.17K
$392K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
124+ 5.45% |
$14.9K - $15.8K
|
2.4K
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
69.3KNew |
$8.31M - $8.81M
|
69.3K
$8.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.3% |
$1.2K - $1.27K
|
3.33K
$411K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
419+ 9.6% |
$50.2K - $53.3K
|
4.79K
$592K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.01KNew |
$480K - $509K
|
4.01K
$496K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.05K- 20.77% |
$126K - $134K
|
4.01K
$496K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
418+ 3.87% |
$50.1K - $53.2K
|
11.2K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-404- 57.3% |
$48.4K - $51.4K
|
301
$37.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-629- 3.63% |
$75.4K - $80K
|
16.7K
$2.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-356- 2.09% |
$42.7K - $45.3K
|
16.7K
$2.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-26- 0.27% |
$3.12K - $3.31K
|
9.67K
$1.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-400- 9.59% |
$48K - $50.9K
|
3.77K
$466K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-85- 2.05% |
$10.2K - $10.8K
|
4.05K
$502K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
127+ 0.65% |
$15.2K - $16.1K
|
19.6K
$2.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
325+ 5.9% |
$39K - $41.3K
|
5.84K
$722K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.9K- 21.34% |
$228K - $242K
|
7.01K
$867K
|
|