Purchases and Sales Made in Q2 2023 in Ishares Tr (IYF)
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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
550New |
$37.9K - $41.1K
|
550
$64.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
539New |
$37.1K - $40.3K
|
539
$63.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
521+ 12.12% |
$35.9K - $38.9K
|
4.82K
$568K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
360+ 0.65% |
$24.8K - $26.9K
|
55.8K
$6.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
309+ 8.32% |
$21.3K - $23.1K
|
4.02K
$474K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
285New |
$19.6K - $21.3K
|
285
$33.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
215New |
$14.8K - $16.1K
|
215
$25.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
215+ 5.01% |
$14.8K - $16.1K
|
4.51K
$531K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
211+ 6.35% |
$14.5K - $15.8K
|
3.54K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
204+ 0.59% |
$14.1K - $15.2K
|
35K
$4.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
202+ 1.32% |
$13.9K - $15.1K
|
15.4K
$1.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
170+ 0.69% |
$11.7K - $12.7K
|
24.7K
$2.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
170+ 10.97% |
$11.7K - $12.7K
|
1.72K
$203K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
150+ 4.79% |
$10.3K - $11.2K
|
3.28K
$387K
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
147+ 2.61% |
$10.1K - $11K
|
5.78K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
107+ 1.46% |
$7.37K - $8K
|
7.44K
$877K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$6.89K - $7.47K
|
100
$11.8K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
90+ 4.79% |
$6.2K - $6.73K
|
1.97K
$232K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
80+ 40.0% |
$5.51K - $5.98K
|
280
$33K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
75New |
$5.17K - $5.61K
|
75
$8.84K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
57+ 2.88% |
$3.93K - $4.26K
|
2.03K
$240K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
51+ 1.16% |
$3.51K - $3.81K
|
4.45K
$525K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
48+ 0.6% |
$3.31K - $3.59K
|
8.01K
$943K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
42+ 0.38% |
$2.89K - $3.14K
|
11K
$1.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
41New |
$2.83K - $3.06K
|
41
$4.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
40+ 1.14% |
$2.76K - $2.99K
|
3.56K
$419K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 260.0% |
$2.69K - $2.91K
|
54
$6.36K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 260.0% |
$2.69K - $2.91K
|
54
$6.36K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
23+ 0.77% |
$1.58K - $1.72K
|
3.02K
$356K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
21+ 0.18% |
$1.45K - $1.57K
|
12K
$1.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.39% |
$1.38K - $1.49K
|
5.2K
$613K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.4% |
$1.1K - $1.2K
|
4.06K
$478K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.24% |
$1.1K - $1.2K
|
6.75K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15+ 0.54% |
$1.03K - $1.12K
|
2.79K
$329K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 1.24% |
$965 - $1.05K
|
1.15K
$135K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.25% |
$827 - $897
|
4.81K
$567K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.29% |
$758 - $822
|
3.77K
$444K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
10+ 0.08% |
$689 - $747
|
11.8K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.04% |
$689 - $747
|
25.2K
$2.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.11% |
$551 - $598
|
7.31K
$861K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7+ 0.23% |
$482 - $523
|
3.01K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
6New |
$413 - $448
|
6
$707
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.06% |
$345 - $374
|
8.9K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.2% |
$276 - $299
|
2K
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.4% |
$207 - $224
|
756
$89.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.33% |
$138 - $149
|
617
$72.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.34% |
$138 - $149
|
594
$70K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.38% |
$138 - $149
|
532
$62.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.27% |
$138 - $149
|
737
$86.8K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.25% |
$68.9 - $74.7
|
397
$46.8K
|