Purchases and Sales Made in Q3 2024 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.23K+ 61.42% |
$303K - $340K
|
8.5K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.23K+ 11.63% |
$303K - $339K
|
31K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.22K+ 13.25% |
$302K - $338K
|
27.5K
$3.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.21K+ 283.66% |
$301K - $337K
|
4.34K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.07K+ 4.56% |
$288K - $322K
|
70.3K
$8.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.79K+ 2.58% |
$262K - $293K
|
111K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.68KNew |
$252K - $282K
|
2.68K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.61K+ 98.38% |
$245K - $274K
|
5.26K
$622K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.53K+ 100.36% |
$237K - $266K
|
5.05K
$596K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.42K+ 5.23% |
$227K - $254K
|
48.7K
$5.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.38K+ 9.27% |
$223K - $250K
|
28.1K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.26KNew |
$212K - $238K
|
2.26K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.25K+ 27.42% |
$211K - $237K
|
10.5K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 5.04% |
$206K - $231K
|
45.8K
$5.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.14K+ 12.23% |
$201K - $225K
|
19.7K
$2.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.12K+ 67.22% |
$199K - $222K
|
5.27K
$622K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.09KNew |
$196K - $220K
|
2.09K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.09KNew |
$196K - $219K
|
2.09K
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
2.05KNew |
$193K - $216K
|
2.05K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.04K+ 2.23% |
$191K - $214K
|
93.5K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01KNew |
$189K - $212K
|
2.01K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2KNew |
$188K - $210K
|
2K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2K+ 2.49% |
$187K - $210K
|
82.3K
$9.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.99KNew |
$187K - $209K
|
1.99K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.99KNew |
$186K - $209K
|
1.99K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.96KNew |
$184K - $206K
|
1.96K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.96KNew |
$184K - $206K
|
1.96K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$183K - $205K
|
1.95K
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1.89KNew |
$178K - $199K
|
1.89K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.73KNew |
$163K - $182K
|
1.73K
$205K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.58K+ 31.23% |
$149K - $166K
|
6.66K
$786K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.2K+ 11.0% |
$113K - $126K
|
12.1K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.16K+ 7.52% |
$109K - $122K
|
16.6K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.07K+ 19.33% |
$100K - $112K
|
6.59K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.02K+ 53.3% |
$95.5K - $107K
|
2.93K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
988+ 12.97% |
$92.7K - $104K
|
8.6K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
985+ 15.43% |
$92.4K - $103K
|
7.37K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
924+ 10.46% |
$86.7K - $97.1K
|
9.76K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
917+ 6.17% |
$86K - $96.3K
|
15.8K
$1.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
912+ 6.08% |
$85.6K - $95.8K
|
15.9K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
894+ 31.62% |
$83.9K - $93.9K
|
3.72K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
886+ 4.57% |
$83.1K - $93.1K
|
20.3K
$2.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
877+ 2.21% |
$82.3K - $92.1K
|
40.6K
$4.79M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
822+ 5.67% |
$77.1K - $86.4K
|
15.3K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
791+ 22.76% |
$74.2K - $83.1K
|
4.27K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
724+ 10.92% |
$67.9K - $76.1K
|
7.35K
$868K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
688+ 20.85% |
$64.6K - $72.3K
|
3.99K
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
670+ 257.69% |
$62.9K - $70.4K
|
930
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
649+ 26.82% |
$60.9K - $68.2K
|
3.07K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
620+ 0.69% |
$58.2K - $65.1K
|
90K
$10.6M
|