Purchases and Sales Made in Q1 2024 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.25MNew |
$105M - $120M
|
1.25M
$139M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
844K+ 5723.84% |
$70.8M - $80.8M
|
859K
$95M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
407KNew |
$34.1M - $38.9M
|
407K
$45M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
124KNew |
$10.4M - $11.9M
|
124K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
118KNew |
$9.92M - $11.3M
|
118K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 133.07% |
$8.95M - $10.2M
|
187K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.9K+ 4.82% |
$6.45M - $7.35M
|
1.67M
$185M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
69.9KNew |
$5.86M - $6.68M
|
69.9K
$7.72M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
62.9K+ 146.04% |
$5.28M - $6.02M
|
106K
$11.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
52.5K+ 812.16% |
$4.4M - $5.02M
|
59K
$6.52M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
48.3K+ 100.75% |
$4.05M - $4.62M
|
96.2K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.1K+ 12.64% |
$3.7M - $4.22M
|
393K
$43.5M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
43.1KNew |
$3.61M - $4.12M
|
43.1K
$4.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
40.2KNew |
$3.37M - $3.84M
|
40.2K
$4.44M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.9K+ 3.28% |
$3.18M - $3.62M
|
1.19M
$132M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.9K+ 3.28% |
$3.18M - $3.62M
|
1.19M
$132M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
29.6KNew |
$2.49M - $2.84M
|
29.6K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
25.3K+ 55.78% |
$2.13M - $2.42M
|
70.7K
$7.82M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
20.3K+ 102.44% |
$1.7M - $1.94M
|
40K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
19.9K+ 358.92% |
$1.67M - $1.91M
|
25.5K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.2K+ 33.03% |
$1.61M - $1.84M
|
77.4K
$8.56M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.8K+ 281.24% |
$1.58M - $1.8M
|
25.5K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.5K+ 2.52% |
$1.38M - $1.58M
|
671K
$74.2M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
15.5K+ 26.92% |
$1.3M - $1.48M
|
73K
$8.07M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$1.26M - $1.44M
|
15K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.1KNew |
$1.18M - $1.35M
|
14.1K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.5K+ 17.12% |
$1.14M - $1.29M
|
92.6K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.8KNew |
$1.08M - $1.23M
|
12.8K
$1.42M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.1K+ 6850.28% |
$1.02M - $1.16M
|
12.3K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.6K+ 74.62% |
$971K - $1.11M
|
27.1K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11KNew |
$921K - $1.05M
|
11K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5K+ 201.15% |
$883K - $1.01M
|
15.8K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.3K+ 229.23% |
$863K - $984K
|
14.8K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1K+ 12.65% |
$851K - $970K
|
90.4K
$9.99M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.65K+ 35.02% |
$809K - $923K
|
37.2K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.01K+ 1.33% |
$756K - $862K
|
685K
$75.8M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
8.56KNew |
$718K - $818K
|
8.56K
$946K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
8.28KNew |
$695K - $792K
|
8.28K
$916K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.12K+ 297.69% |
$682K - $777K
|
10.9K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.01K+ 8.95% |
$672K - $766K
|
97.5K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.45KNew |
$625K - $712K
|
7.45K
$823K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.81KNew |
$571K - $651K
|
6.81K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.23KNew |
$439K - $500K
|
5.23K
$578K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5.12K+ 152.0% |
$429K - $490K
|
8.49K
$938K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
5.06K+ 42.12% |
$425K - $484K
|
17.1K
$1.89M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.03K+ 12.86% |
$422K - $481K
|
44.1K
$4.88M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.92KNew |
$413K - $470K
|
4.92K
$544K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.9K+ 50.28% |
$411K - $468K
|
14.6K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.87KNew |
$409K - $466K
|
4.87K
$539K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4.52K+ 89.87% |
$379K - $432K
|
9.55K
$1.06M
|