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 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
157+ 2.0% |
$14K - $15.2K
|
7.99K
$941K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150+ 19.16% |
$13.4K - $14.5K
|
933
$110K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
124+ 4.96% |
$11.1K - $12K
|
2.62K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
123+ 2.29% |
$11K - $11.9K
|
5.5K
$647K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
117+ 12.42% |
$10.5K - $11.3K
|
1.06K
$125K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
114New |
$10.2K - $11K
|
114
$13.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
114+ 0.5% |
$10.2K - $11K
|
23K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
106+ 2.83% |
$9.48K - $10.3K
|
3.86K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
104+ 0.61% |
$9.3K - $10.1K
|
17.1K
$2.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
101New |
$9.03K - $9.78K
|
101
$11.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
82+ 5.22% |
$7.33K - $7.94K
|
1.65K
$195K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
68+ 0.45% |
$6.08K - $6.59K
|
15.1K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66+ 0.08% |
$5.9K - $6.39K
|
82.5K
$9.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
60+ 9.45% |
$5.36K - $5.81K
|
695
$81.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
50+ 0.48% |
$4.47K - $4.84K
|
10.6K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
47+ 0.43% |
$4.2K - $4.55K
|
11K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
46+ 0.88% |
$4.11K - $4.46K
|
5.27K
$620K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
45+ 0.6% |
$4.02K - $4.36K
|
7.54K
$888K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
41+ 0.32% |
$3.66K - $3.97K
|
12.7K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38New |
$3.4K - $3.68K
|
38
$4.47K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
36+ 0.32% |
$3.22K - $3.49K
|
11.2K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
35+ 10.45% |
$3.13K - $3.39K
|
370
$43.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
32+ 1.24% |
$2.86K - $3.1K
|
2.61K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27+ 0.12% |
$2.41K - $2.61K
|
21.8K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25+ 0.82% |
$2.23K - $2.42K
|
3.07K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 0.32% |
$1.97K - $2.13K
|
6.79K
$800K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
19+ 3.48% |
$1.7K - $1.84K
|
565
$66.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
16+ 0.1% |
$1.43K - $1.55K
|
15.9K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.34% |
$1.25K - $1.36K
|
4.13K
$486K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.34% |
$894 - $969
|
2.95K
$347K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.33% |
$894 - $969
|
3.08K
$363K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10+ 0.33% |
$894 - $969
|
3.05K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.32% |
$894 - $969
|
3.12K
$367K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
8+ 0.25% |
$715 - $775
|
3.26K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.11% |
$715 - $775
|
7.53K
$886K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7+ 0.32% |
$626 - $678
|
2.18K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 0.09% |
$536 - $581
|
6.91K
$814K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.59% |
$536 - $581
|
1.02K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.09% |
$536 - $581
|
6.61K
$778K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5+ 6.1% |
$447 - $484
|
87
$10.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.35% |
$358 - $387
|
1.15K
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.07% |
$268 - $291
|
4.41K
$519K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.5% |
$179 - $194
|
402
$47.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2+ 0.35% |
$179 - $194
|
567
$66.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.5% |
$179 - $194
|
404
$47.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$179 - $194
|
627
$73.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$89.4 - $96.9
|
7.07K
$833K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.37% |
$89.4 - $96.9
|
270
$31.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.13% |
$89.4 - $96.9
|
744
$87.6K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.39% |
$89.4 - $96.9
|
255
$30K
|