Purchases and Sales Made in Q2 2023 in Ishares Tr (IYF)

IYF Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr (IYF) during Q2 2023. 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
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
273K
+ 22177.68%
$18.8M - $20.4M
274K $31.8M
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
133K
+ 8.19%
$9.16M - $9.94M
1.76M $203M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
81.8K
New
$5.64M - $6.12M
81.8K $9.48M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
35.1K
+ 249.16%
$2.42M - $2.62M
49.2K $5.69M
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
21.7K
New
$1.5M - $1.62M
21.7K $2.52M
Aug 07, 2023 Q2 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
18.4K
New
$1.27M - $1.38M
18.4K $2.13M
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
18.4K
+ 35.47%
$1.26M - $1.37M
70.1K $8.12M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
16.7K
+ 113.19%
$1.15M - $1.25M
31.5K $3.65M
Jul 07, 2023 Q2 2023
First Citizens Financial Corp

BUY
 -
12.4K
+ 19.99%
$856K - $928K
74.6K $8.63M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
12.3K
+ 418.96%
$848K - $920K
15.2K $1.77M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
9.79K
+ 229.0%
$674K - $731K
14.1K $1.63M
Aug 14, 2023 Q2 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
9.64K
New
$664K - $720K
9.64K $1.12M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
9.17K
+ 41.1%
$632K - $685K
31.5K $3.64M
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
8.66K
New
$596K - $647K
8.66K $1M
Jul 27, 2023 Q2 2023
Gds Wealth Management

BUY
 -
7.88K
+ 5.8%
$543K - $589K
144K $16.6M
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
7.56K
New
$521K - $565K
7.56K $876K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
6.68K
New
$460K - $499K
6.68K $774K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
6.45K
+ 1.47%
$445K - $482K
447K $51.7M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
6.26K
+ 39.25%
$431K - $468K
22.2K $2.57M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
6.18K
+ 13.87%
$426K - $462K
50.7K $5.87M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
5.41K
New
$373K - $404K
5.41K $626K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
5.25K
New
$362K - $393K
5.25K $608K
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
5.16K
New
$356K - $386K
5.16K $598K
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
3.67K
New
$253K - $274K
3.67K $425K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.58K
+ 4.16%
$246K - $267K
89.6K $10.4M
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
2.94K
New
$202K - $219K
2.94K $340K
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
2.81K
New
$194K - $210K
2.81K $325K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
2.79K
+ 7.19%
$193K - $209K
41.6K $4.82M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.76K
New
$190K - $206K
2.76K $320K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.75K
+ 63.38%
$189K - $205K
7.09K $821K
Jul 18, 2023 Q2 2023
Prudent Investors Network, Inc.

Lake Forest, CA
BUY
 -
2.74K
New
$189K - $204K
2.74K $317K
Jul 18, 2023 Q2 2023
Atlas Brown,Inc.

BUY
 -
2.69K
New
$186K - $201K
2.69K $312K
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
2.27K
+ 2.32%
$156K - $170K
100K $11.6M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.13K
+ 18.14%
$147K - $159K
13.9K $1.61M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
2K
+ 38.78%
$138K - $150K
7.17K $830K
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
1.96K
+ 2.38%
$135K - $146K
84.3K $9.76M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.86K
New
$128K - $139K
1.86K $215K
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
1.66K
+ 0.97%
$114K - $124K
172K $20M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
1.64K
+ 7.09%
$113K - $123K
24.8K $2.87M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.39K
+ 32.0%
$95.9K - $104K
5.74K $665K
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
1.25K
+ 7.29%
$86.3K - $93.6K
18.4K $2.13M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
1.24K
New
$85.7K - $92.9K
1.24K $144K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
1.16K
+ 3.23%
$79.7K - $86.4K
37K $4.28M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
1.15K
+ 7.18%
$79K - $85.7K
17.1K $1.98M
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
779
New
$53.7K - $58.2K
779 $90.2K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
734
+ 0.67%
$50.6K - $54.9K
111K $12.8M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
674
+ 1.39%
$46.4K - $50.4K
49.1K $5.69M
Aug 11, 2023 Q2 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
600
New
$41.3K - $44.8K
600 $69.5K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
564
+ 5.88%
$38.9K - $42.2K
10.2K $1.18M

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