Purchases and Sales Made in Q2 2024 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.9K+ 13.46% |
$170K - $184K
|
16K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.54K+ 44.96% |
$138K - $149K
|
4.98K
$586K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47K+ 1.18% |
$131K - $142K
|
126K
$14.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.36K+ 11.28% |
$121K - $132K
|
13.4K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.32K+ 964.23% |
$118K - $128K
|
1.46K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 19.43% |
$111K - $120K
|
7.62K
$897K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.24K+ 37.14% |
$110K - $120K
|
4.56K
$537K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 13.15% |
$110K - $119K
|
10.5K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.13K+ 22.96% |
$101K - $109K
|
6.05K
$712K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.13K+ 13.28% |
$101K - $109K
|
9.61K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.11K+ 1.22% |
$99K - $107K
|
91.5K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.01K+ 6.86% |
$90.6K - $98.2K
|
15.8K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
998+ 109.43% |
$89.2K - $96.7K
|
1.91K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
972New |
$86.9K - $94.1K
|
972
$114K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
968New |
$86.5K - $93.8K
|
968
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
917+ 3.7% |
$82K - $88.8K
|
25.7K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
876+ 4.83% |
$78.3K - $84.8K
|
19K
$2.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
849+ 0.13% |
$75.9K - $82.2K
|
671K
$79.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
797+ 5.46% |
$71.2K - $77.2K
|
15.4K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
774+ 1.93% |
$69.2K - $75K
|
40.8K
$4.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
755+ 4.1% |
$67.5K - $73.1K
|
19.2K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
729New |
$65.2K - $70.6K
|
729
$85.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
677+ 32.18% |
$60.5K - $65.6K
|
2.78K
$327K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
654+ 32.7% |
$58.5K - $63.3K
|
2.65K
$312K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
632+ 4.56% |
$56.5K - $61.2K
|
14.5K
$1.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
613+ 14.19% |
$54.8K - $59.4K
|
4.93K
$581K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$53.6K - $58.1K
|
600
$70.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
543+ 6.17% |
$48.5K - $52.6K
|
9.34K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
484+ 15.44% |
$43.3K - $46.9K
|
3.62K
$426K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
465+ 12.32% |
$41.6K - $45K
|
4.24K
$499K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
455+ 8.97% |
$40.7K - $44.1K
|
5.53K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
442+ 2.59% |
$39.5K - $42.8K
|
17.5K
$2.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
430+ 4.56% |
$38.4K - $41.6K
|
9.86K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
392+ 2.07% |
$35K - $38K
|
19.4K
$2.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
372+ 8.66% |
$33.3K - $36K
|
4.67K
$549K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
370+ 51.03% |
$33.1K - $35.8K
|
1.1K
$129K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
346+ 12.77% |
$30.9K - $33.5K
|
3.06K
$360K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
316+ 9.14% |
$28.2K - $30.6K
|
3.77K
$444K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
299+ 89.52% |
$26.7K - $29K
|
633
$74.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
279+ 4.93% |
$24.9K - $27K
|
5.94K
$699K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
274+ 8.1% |
$24.5K - $26.5K
|
3.66K
$430K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
260New |
$23.2K - $25.2K
|
260
$30.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
218+ 7.46% |
$19.5K - $21.1K
|
3.14K
$370K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
218+ 436.0% |
$19.5K - $21.1K
|
268
$31.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
192+ 1.28% |
$17.2K - $18.6K
|
15.2K
$1.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
188+ 3.93% |
$16.8K - $18.2K
|
4.98K
$586K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
187New |
$16.7K - $18.1K
|
187
$22K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
179New |
$16K - $17.3K
|
179
$21.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
174New |
$15.6K - $16.9K
|
174
$20.5K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
169New |
$15.1K - $16.4K
|
169
$19.9K
|