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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.5K- 55.51% |
$134K - $145K
|
1.2K
$142K
|
|
|
Jul 23, 2024
Q2 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-432- 15.23% |
$38.6K - $41.8K
|
2.41K
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-175- 5.09% |
$15.6K - $16.9K
|
3.26K
$385K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.37% |
$89.4 - $96.9
|
270
$31.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38New |
$3.4K - $3.68K
|
38
$4.49K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
972New |
$86.9K - $94.1K
|
972
$115K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$53.6K - $58.1K
|
600
$70.9K
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
174New |
$14.6K - $16.6K
|
174
$20.6K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-120- 4.35% |
$10.1K - $11.5K
|
2.64K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20+ 66.67% |
$1.68K - $1.91K
|
50
$5.91K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.17K- 3.75% |
$350K - $399K
|
107K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5K+ 201.15% |
$883K - $1.01M
|
15.8K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$88.1K - $100K
|
1.05K
$124K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
220+ 5.85% |
$18.5K - $21K
|
3.98K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.28KNew |
$359K - $409K
|
4.28K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
908New |
$76.2K - $86.9K
|
908
$107K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.41% |
$252 - $287
|
728
$86K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17- 0.46% |
$1.43K - $1.63K
|
3.64K
$430K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.6K- 62.5% |
$134K - $153K
|
960
$113K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.13K+ 20.53% |
$95.2K - $108K
|
6.66K
$786K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-334- 4.77% |
$28K - $31.9K
|
6.67K
$788K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
222+ 4.68% |
$18.6K - $21.2K
|
4.97K
$587K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$3.36K - $3.83K
|
40
$4.72K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-522- 14.93% |
$43.8K - $49.9K
|
2.97K
$351K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
179+ 3.52% |
$15K - $17.1K
|
5.26K
$621K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-886- 44.61% |
$74.3K - $84.7K
|
1.1K
$130K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3New |
$252 - $287
|
3
$354
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-91- 19.53% |
$7.64K - $8.7K
|
375
$44.3K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-255- 46.36% |
$21.4K - $24.4K
|
295
$34.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
86New |
$7.22K - $8.23K
|
86
$10.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23- 7.59% |
$1.93K - $2.2K
|
280
$33.1K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$1.77K - $2.14K
|
25
$2.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
82.1KNew |
$5.81M - $7.04M
|
82.1K
$9.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.41KNew |
$170K - $206K
|
2.41K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
913New |
$64.5K - $78.2K
|
913
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$7.07K - $8.57K
|
100
$11.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
780New |
$55.1K - $66.8K
|
780
$92.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.38KNew |
$239K - $289K
|
3.38K
$399K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.18KNew |
$225K - $272K
|
3.18K
$375K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
120New |
$8.48K - $10.3K
|
120
$14.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
825New |
$58.3K - $70.7K
|
825
$97.4K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-19- 0.53% |
$1.34K - $1.63K
|
3.55K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
9.02KNew |
$638K - $773K
|
9.02K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.71KNew |
$192K - $232K
|
2.71K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
688New |
$48.6K - $58.9K
|
688
$81.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.39K- 23.26% |
$98.3K - $119K
|
4.59K
$542K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-152- 51.35% |
$10.7K - $13K
|
144
$17K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.9KNew |
$275K - $334K
|
3.9K
$460K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45New |
$3.18K - $3.86K
|
45
$5.31K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-250- 8.43% |
$17.7K - $21.4K
|
2.71K
$321K
|
|