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 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.15K- 37.49% |
$152K - $184K
|
3.59K
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.46K- 16.4% |
$103K - $125K
|
7.44K
$879K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.47KNew |
$245K - $297K
|
3.47K
$410K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.5KNew |
$177K - $214K
|
2.5K
$295K
|
|
| Q3 2023 | |||||||
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-800- 59.97% |
$59.2K - $64K
|
534
$63.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
404New |
$29.9K - $32.3K
|
404
$47.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
4.5KNew |
$333K - $360K
|
4.5K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-30- 1.06% |
$2.22K - $2.4K
|
2.8K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-190- 9.65% |
$14.1K - $15.2K
|
1.78K
$210K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
300New |
$22.2K - $24K
|
300
$35.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-714- 9.21% |
$52.8K - $57.1K
|
7.04K
$832K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
458New |
$33.9K - $36.6K
|
458
$54.1K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.43K- 39.86% |
$402K - $434K
|
8.2K
$968K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-255- 23.46% |
$18.9K - $20.4K
|
832
$98.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
60New |
$4.44K - $4.8K
|
60
$7.09K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
54New |
$4K - $4.32K
|
54
$6.38K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-449- 83.3% |
$33.2K - $35.9K
|
90
$10.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-640- 7.74% |
$47.4K - $51.2K
|
7.63K
$901K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
203New |
$15K - $16.2K
|
203
$24K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
219New |
$16.2K - $17.5K
|
219
$25.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
76New |
$5.62K - $6.08K
|
76
$8.98K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
80New |
$5.92K - $6.4K
|
80
$9.45K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
650New |
$48.1K - $52K
|
650
$76.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
193+ 2757.14% |
$14.3K - $15.4K
|
200
$23.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
106New |
$7.84K - $8.48K
|
106
$12.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
844KNew |
$62.5M - $67.5M
|
844K
$99.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$14.8K - $16K
|
200
$23.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
87New |
$6.44K - $6.96K
|
87
$10.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
593New |
$43.9K - $47.4K
|
593
$70K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.24KNew |
$85.7K - $92.9K
|
1.24K
$147K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
80+ 40.0% |
$5.51K - $5.98K
|
280
$33.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.64KNew |
$664K - $720K
|
9.64K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
81.8KNew |
$5.64M - $6.12M
|
81.8K
$9.67M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
215New |
$14.8K - $16.1K
|
215
$25.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.61K- 25.35% |
$111K - $120K
|
4.74K
$560K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.41K- 62.63% |
$97.2K - $105K
|
842
$99.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600New |
$41.3K - $44.8K
|
600
$70.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-170- 36.17% |
$11.7K - $12.7K
|
300
$35.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-50- 0.92% |
$3.45K - $3.74K
|
5.4K
$638K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.66KNew |
$596K - $647K
|
8.66K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-150- 13.04% |
$10.3K - $11.2K
|
1K
$118K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-465- 12.34% |
$32K - $34.8K
|
3.3K
$390K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 8.34% |
$34.5K - $37.4K
|
5.5K
$649K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.38% |
$138 - $149
|
532
$62.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-40- 9.52% |
$2.76K - $2.99K
|
380
$44.9K
|
|
| Q1 2023 | |||||||
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-71.2KClosed |
$4.85M - $5.84M
|
0
$0
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
15KNew |
$1.02M - $1.23M
|
15K
$1.77M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-881Closed |
$60.1K - $72.3K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.15K+ 1303.41% |
$78.3K - $94.1K
|
1.24K
$146K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.45K- 5.65% |
$372K - $447K
|
90.9K
$10.7M
|
|