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 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.34KNew |
$364K - $415K
|
4.34K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.29KNew |
$360K - $411K
|
4.29K
$479K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.28KNew |
$359K - $409K
|
4.28K
$478K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.15KNew |
$348K - $397K
|
4.15K
$463K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.84KNew |
$322K - $367K
|
3.84K
$428K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.83K+ 22.22% |
$321K - $366K
|
21K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
3.75KNew |
$315K - $359K
|
3.75K
$418K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
3.61K+ 1.42% |
$302K - $345K
|
257K
$28.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.56K+ 28.51% |
$299K - $341K
|
16.1K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.37KNew |
$283K - $323K
|
3.37K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.3KNew |
$277K - $316K
|
3.3K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.13K+ 2.51% |
$262K - $299K
|
128K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.08K+ 1.72% |
$258K - $294K
|
182K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.99KNew |
$251K - $286K
|
2.99K
$333K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.92KNew |
$245K - $279K
|
2.92K
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.84KNew |
$238K - $271K
|
2.84K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.68K+ 113.32% |
$225K - $256K
|
5.05K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.65KNew |
$223K - $254K
|
2.65K
$296K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
2.58KNew |
$217K - $247K
|
2.58K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 64.4% |
$210K - $239K
|
6.38K
$711K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.24KNew |
$188K - $214K
|
2.24K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.18KNew |
$183K - $209K
|
2.18K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.18KNew |
$183K - $208K
|
2.18K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.1KNew |
$177K - $201K
|
2.1K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.97K+ 57.87% |
$165K - $189K
|
5.38K
$600K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$164K - $187K
|
1.95K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.91K+ 45.23% |
$160K - $183K
|
6.14K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.87K+ 10.67% |
$156K - $178K
|
19.3K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.77K+ 2.2% |
$149K - $170K
|
82.4K
$9.19M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.7K+ 64.61% |
$142K - $162K
|
4.32K
$482K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.51K+ 14.31% |
$126K - $144K
|
12K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.43K+ 1.4% |
$120K - $137K
|
104K
$11.6M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.43K+ 7.63% |
$120K - $137K
|
20.2K
$2.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.37K+ 30.56% |
$115K - $131K
|
5.86K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.25K+ 7.84% |
$105K - $119K
|
17.1K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.22KNew |
$103K - $117K
|
1.22K
$137K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 3.47% |
$100K - $114K
|
35.6K
$3.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.18K+ 38.46% |
$98.8K - $113K
|
4.24K
$473K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.13K+ 20.53% |
$95.2K - $108K
|
6.66K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.13KNew |
$95K - $108K
|
1.13K
$126K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.11K+ 2986.49% |
$92.7K - $106K
|
1.14K
$127K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.1K+ 2.9% |
$92.5K - $105K
|
39.1K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.09K+ 3.01% |
$91.5K - $104K
|
37.3K
$4.16M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.06K+ 12.84% |
$89K - $101K
|
9.32K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.06K+ 7.25% |
$89K - $101K
|
15.7K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$88.1K - $100K
|
1.05K
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.03K+ 8.02% |
$86.3K - $98.4K
|
13.9K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
971+ 6.94% |
$81.5K - $92.9K
|
15K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
908New |
$76.2K - $86.9K
|
908
$101K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
835+ 22.21% |
$70.1K - $79.9K
|
4.6K
$513K
|