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 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.09% |
$89.4 - $96.9
|
1.09K
$128K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$89.4 - $96.9
|
3.93K
$463K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7- 0.13% |
$626 - $678
|
5.2K
$612K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14- 0.3% |
$1.25K - $1.36K
|
4.58K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-23- 0.19% |
$2.06K - $2.23K
|
12K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25- 0.03% |
$2.23K - $2.42K
|
86K
$10.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29- 0.86% |
$2.59K - $2.81K
|
3.34K
$394K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31- 0.12% |
$2.77K - $3K
|
25.9K
$3.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 0.76% |
$2.86K - $3.1K
|
4.18K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-33- 0.56% |
$2.95K - $3.2K
|
5.82K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-47- 0.45% |
$4.2K - $4.55K
|
10.3K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-49- 30.25% |
$4.38K - $4.75K
|
113
$13.3K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-49- 9.23% |
$4.38K - $4.75K
|
482
$56.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53- 0.44% |
$4.74K - $5.13K
|
12.1K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-60- 0.88% |
$5.36K - $5.81K
|
6.73K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-65- 0.69% |
$5.81K - $6.3K
|
9.39K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-66- 1.46% |
$5.9K - $6.39K
|
4.44K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-67- 0.98% |
$5.99K - $6.49K
|
6.74K
$794K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-68- 2.21% |
$6.08K - $6.59K
|
3.01K
$354K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-71- 1.68% |
$6.35K - $6.88K
|
4.17K
$490K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-72- 30.38% |
$6.44K - $6.97K
|
165
$19.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-73- 2.11% |
$6.53K - $7.07K
|
3.39K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-75- 2.83% |
$6.7K - $7.26K
|
2.58K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-75- 1.11% |
$6.7K - $7.26K
|
6.68K
$786K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-95- 0.39% |
$8.49K - $9.2K
|
24.4K
$2.87M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-97- 2.31% |
$8.67K - $9.39K
|
4.11K
$484K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-102- 3.08% |
$9.12K - $9.88K
|
3.22K
$379K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-110- 63.58% |
$9.83K - $10.7K
|
63
$7.42K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-122- 0.22% |
$10.9K - $11.8K
|
56.2K
$6.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-131- 2.52% |
$11.7K - $12.7K
|
5.07K
$597K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-135- 5.0% |
$12.1K - $13.1K
|
2.57K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-139- 0.16% |
$12.4K - $13.5K
|
89.3K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-140- 2.78% |
$12.5K - $13.6K
|
4.91K
$577K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-141- 2.3% |
$12.6K - $13.7K
|
6K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-150- 18.84% |
$13.4K - $14.5K
|
646
$76.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-160- 7.63% |
$14.3K - $15.5K
|
1.94K
$228K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-160- 28.83% |
$14.3K - $15.5K
|
395
$46.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-175- 5.09% |
$15.6K - $16.9K
|
3.26K
$384K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-200- 3.7% |
$17.9K - $19.4K
|
5.21K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-202- 4.35% |
$18.1K - $19.6K
|
4.45K
$523K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-215- 66.56% |
$19.2K - $20.8K
|
108
$12.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-225- 1.54% |
$20.1K - $21.8K
|
14.4K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-243- 1.62% |
$21.7K - $23.5K
|
14.7K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-276- 8.89% |
$24.7K - $26.7K
|
2.83K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-295- 10.48% |
$26.4K - $28.6K
|
2.52K
$297K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-295- 10.65% |
$26.4K - $28.6K
|
2.48K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-300- 6.54% |
$26.8K - $29.1K
|
4.29K
$504K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-345- 8.56% |
$30.8K - $33.4K
|
3.69K
$434K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-353- 1.19% |
$31.6K - $34.2K
|
29.3K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-397- 14.54% |
$35.5K - $38.4K
|
2.33K
$275K
|