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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-334- 4.77% |
$28K - $31.9K
|
6.67K
$744K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-345- 7.11% |
$28.9K - $33K
|
4.51K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-406- 1.09% |
$34.1K - $38.8K
|
36.9K
$4.12M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-441- 1.77% |
$37K - $42.2K
|
24.5K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-455- 3.62% |
$38.2K - $43.5K
|
12.1K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-460- 4.64% |
$38.6K - $44K
|
9.45K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-460- 11.74% |
$38.6K - $44K
|
3.46K
$386K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-472- 0.7% |
$39.6K - $45.1K
|
67.1K
$7.49M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-489- 10.41% |
$41K - $46.8K
|
4.21K
$469K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-522- 14.93% |
$43.8K - $49.9K
|
2.97K
$332K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-540- 20.47% |
$45.3K - $51.7K
|
2.1K
$234K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-570- 7.74% |
$47.8K - $54.5K
|
6.79K
$757K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-573- 3.07% |
$48.1K - $54.8K
|
18.1K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-594- 17.98% |
$49.8K - $56.8K
|
2.71K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-625- 15.39% |
$52.4K - $59.8K
|
3.44K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-630- 4.75% |
$52.9K - $60.3K
|
12.6K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-700- 1.84% |
$58.7K - $67K
|
37.4K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-710- 9.67% |
$59.6K - $67.9K
|
6.64K
$740K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-712- 18.79% |
$59.7K - $68.1K
|
3.08K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-722- 2.71% |
$60.6K - $69.1K
|
26K
$2.9M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-773- 5.75% |
$64.9K - $73.9K
|
12.7K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-843- 5.32% |
$70.7K - $80.6K
|
15K
$1.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-886- 44.61% |
$74.3K - $84.7K
|
1.1K
$123K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.24K- 7.82% |
$104K - $119K
|
14.6K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 15.44% |
$120K - $137K
|
7.83K
$874K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.46K- 73.26% |
$122K - $139K
|
531
$59.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.5K- 30.41% |
$126K - $143K
|
3.43K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.6K- 62.5% |
$134K - $153K
|
960
$107K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1.92K- 22.14% |
$161K - $184K
|
6.75K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.02K- 68.87% |
$169K - $193K
|
912
$102K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.07K- 0.56% |
$174K - $198K
|
368K
$41M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.25K- 5.74% |
$189K - $215K
|
36.9K
$4.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-2.43K- 1.61% |
$204K - $232K
|
148K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.53K- 1.81% |
$213K - $242K
|
137K
$15.3M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.63K- 12.2% |
$221K - $252K
|
19K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.02K- 3.39% |
$253K - $288K
|
86.1K
$9.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.13K- 1.53% |
$263K - $299K
|
201K
$22.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.15K- 48.65% |
$265K - $302K
|
3.33K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.56K- 2.99% |
$299K - $341K
|
115K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.61K- 15.17% |
$303K - $346K
|
20.2K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.93K- 1.92% |
$329K - $376K
|
201K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.17K- 3.75% |
$350K - $399K
|
107K
$12M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.35K- 38.56% |
$365K - $416K
|
6.93K
$773K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.4K- 26.33% |
$369K - $420K
|
12.3K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-5.74K- 20.05% |
$481K - $549K
|
22.9K
$2.55M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.24K- 13.76% |
$524K - $597K
|
39.1K
$4.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-6.68K- 10.6% |
$560K - $638K
|
56.3K
$6.28M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.42K- 58.69% |
$622K - $709K
|
5.22K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.66K- 9.74% |
$643K - $733K
|
71K
$7.92M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 33.9% |
$938K - $1.07M
|
21.8K
$2.43M
|