Latest Institutional Purchases of Ishares Tr (IYF)
This list provides information on the latest institutional transactions involving Ishares Tr (IYF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
589K+ 247.17% |
$71.1M - $74.4M
|
827K
$102M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
41.5KNew |
$5.02M - $5.24M
|
41.5K
$5.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24.1K+ 92.66% |
$2.92M - $3.05M
|
50.2K
$6.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
23.6K+ 321.31% |
$2.85M - $2.98M
|
30.9K
$3.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
11.4K+ 64.55% |
$1.37M - $1.43M
|
28.9K
$3.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.5K+ 149.48% |
$1.26M - $1.32M
|
17.5K
$2.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.01KNew |
$606K - $633K
|
5.01K
$620K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.19KNew |
$386K - $403K
|
3.19K
$395K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.14KNew |
$379K - $396K
|
3.14K
$388K
|
|
|
Jan 14, 2026
Q4 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2.44KNew |
$295K - $308K
|
2.44K
$302K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.26KNew |
$274K - $286K
|
2.26K
$280K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.54K+ 8.52% |
$186K - $194K
|
19.6K
$2.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.1K+ 10.15% |
$133K - $139K
|
12K
$1.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.06K+ 5.75% |
$128K - $134K
|
19.5K
$2.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
848+ 0.42% |
$102K - $107K
|
201K
$24.8M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
782+ 32.95% |
$94.5K - $98.8K
|
3.16K
$390K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
697+ 3.52% |
$84.2K - $88K
|
20.5K
$2.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
376+ 3.54% |
$45.4K - $47.5K
|
11K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
342+ 3.09% |
$41.3K - $43.2K
|
11.4K
$1.41M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
200New |
$24.2K - $25.3K
|
200
$24.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
86+ 1.8% |
$10.4K - $10.9K
|
4.87K
$603K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
62+ 0.2% |
$7.49K - $7.83K
|
31.8K
$3.94M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 0.42% |
$1.69K - $1.77K
|
3.34K
$413K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.47% |
$363 - $379
|
641
$79.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 0.54% |
$363 - $379
|
556
$68.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$121 - $126
|
2.4K
$297K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
649K+ 1275.8% |
$77.8M - $82.5M
|
700K
$86.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
291K+ 1105.15% |
$34.9M - $37M
|
317K
$39.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
282K+ 319.11% |
$33.8M - $35.9M
|
371K
$45.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
273KNew |
$32.8M - $34.7M
|
273K
$33.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86.2K+ 5.75% |
$10.3M - $11M
|
1.59M
$196M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
69.4K+ 1708.12% |
$8.32M - $8.82M
|
73.4K
$9.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
69.3KNew |
$8.31M - $8.81M
|
69.3K
$8.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
67.9KNew |
$8.14M - $8.64M
|
67.9K
$8.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.8K+ 9.92% |
$5.74M - $6.08M
|
530K
$65.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
38.3K+ 19.67% |
$4.59M - $4.87M
|
233K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.5K+ 2.21% |
$4.02M - $4.26M
|
1.55M
$192M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.6K+ 35.49% |
$3.08M - $3.26M
|
97.9K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24K+ 21.38% |
$2.88M - $3.05M
|
136K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.6K+ 17.41% |
$2.47M - $2.62M
|
139K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
19.6KNew |
$2.35M - $2.5M
|
19.6K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.4K+ 18.19% |
$2.08M - $2.21M
|
113K
$14M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
16.5K+ 5.85% |
$1.98M - $2.1M
|
300K
$37.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
15.2K+ 662.74% |
$1.83M - $1.94M
|
17.5K
$2.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15K+ 54.23% |
$1.8M - $1.91M
|
42.7K
$5.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.6K+ 2.1% |
$1.75M - $1.86M
|
710K
$87.8M
|
|
|
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
|
Money Concepts Capital Corp
|
BUY
|
- |
12.3K+ 414.16% |
$1.47M - $1.56M
|
15.2K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.6K+ 17.4% |
$1.39M - $1.47M
|
78.2K
$9.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$1.29M - $1.37M
|
10.8K
$1.33M
|
|