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 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9- 0.2% |
$844 - $945
|
4.57K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.75K+ 4.67% |
$352K - $394K
|
84.1K
$9.99M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.84K- 3.3% |
$267K - $299K
|
83.2K
$9.87M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
172New |
$16.1K - $18.1K
|
172
$20.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34K- 5.06% |
$3.19M - $3.57M
|
637K
$75.7M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
724+ 10.92% |
$67.9K - $76.1K
|
7.35K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-985- 5.14% |
$92.4K - $103K
|
18.2K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
487+ 6.89% |
$45.7K - $51.2K
|
7.56K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-844- 12.64% |
$79.2K - $88.7K
|
5.83K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-450- 12.62% |
$42.2K - $47.3K
|
3.12K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.73K- 2.89% |
$256K - $286K
|
91.4K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
17+ 0.29% |
$1.6K - $1.79K
|
5.9K
$700K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.23K+ 61.42% |
$303K - $340K
|
8.5K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
886+ 4.57% |
$83.1K - $93.1K
|
20.3K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-757- 7.34% |
$71K - $79.5K
|
9.55K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-18.8K- 46.15% |
$1.77M - $1.98M
|
22K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-15- 0.07% |
$1.41K - $1.58K
|
23K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.45KNew |
$418K - $468K
|
4.45K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
20+ 0.41% |
$1.88K - $2.1K
|
4.93K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
190New |
$17.8K - $20K
|
190
$22.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
220New |
$20.6K - $23.1K
|
220
$26.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.99KNew |
$186K - $209K
|
1.99K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.68KNew |
$252K - $282K
|
2.68K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.4KNew |
$319K - $357K
|
3.4K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.09KNew |
$196K - $219K
|
2.09K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
35.4KNew |
$3.33M - $3.72M
|
35.4K
$4.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32.8KNew |
$3.08M - $3.45M
|
32.8K
$3.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
620+ 0.69% |
$58.2K - $65.1K
|
90K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2+ 0.05% |
$188 - $210
|
4.44K
$527K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31K+ 6.52% |
$2.91M - $3.26M
|
507K
$60.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-32- 1.05% |
$3K - $3.36K
|
3.02K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.79K+ 2.58% |
$262K - $293K
|
111K
$13.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
18+ 0.14% |
$1.69K - $1.89K
|
12.7K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 2.01% |
$4.41K - $4.94K
|
2.29K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-4.98K- 15.28% |
$467K - $523K
|
27.6K
$3.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-644- 2.17% |
$60.4K - $67.7K
|
29K
$3.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.65K- 11.21% |
$155K - $173K
|
13.1K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.5K- 3.63% |
$328K - $368K
|
93K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.9K+ 15.59% |
$1.3M - $1.46M
|
103K
$12.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
15+ 0.13% |
$1.41K - $1.58K
|
11.6K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
74+ 2.9% |
$6.94K - $7.77K
|
2.63K
$312K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-648- 2.21% |
$60.8K - $68.1K
|
28.6K
$3.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.04% |
$93.8 - $105
|
2.78K
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
169+ 2.9% |
$15.9K - $17.8K
|
5.99K
$711K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-815- 0.66% |
$76.5K - $85.6K
|
124K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
235+ 22.19% |
$22.1K - $24.7K
|
1.29K
$154K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.53K+ 100.36% |
$237K - $266K
|
5.05K
$599K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
390New |
$36.6K - $41K
|
390
$46.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
688+ 20.85% |
$64.6K - $72.3K
|
3.99K
$473K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.5K+ 16.2% |
$1.64M - $1.83M
|
125K
$14.9M
|