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 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
528+ 320.0% |
$49.5K - $55.5K
|
693
$81.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
500+ 8.27% |
$46.9K - $52.5K
|
6.55K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
487+ 6.89% |
$45.7K - $51.2K
|
7.56K
$893K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
469+ 6.79% |
$44K - $49.3K
|
7.38K
$872K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
467+ 9.39% |
$43.8K - $49.1K
|
5.44K
$643K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
434+ 3.24% |
$40.7K - $45.6K
|
13.8K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
390New |
$36.6K - $41K
|
390
$46.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
374+ 7.52% |
$35.1K - $39.3K
|
5.35K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
364+ 12.19% |
$34.2K - $38.2K
|
3.35K
$396K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
348+ 13.32% |
$32.7K - $36.6K
|
2.96K
$350K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
335+ 6.8% |
$31.4K - $35.2K
|
5.26K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
298+ 8.15% |
$28K - $31.3K
|
3.95K
$467K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
286+ 50.62% |
$26.8K - $30K
|
851
$101K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
269+ 6.37% |
$25.2K - $28.3K
|
4.49K
$530K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
261+ 3.71% |
$24.5K - $27.4K
|
7.29K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
257+ 2.67% |
$24.1K - $27K
|
9.87K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
251+ 2.54% |
$23.6K - $26.4K
|
10.1K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
235+ 22.19% |
$22.1K - $24.7K
|
1.29K
$153K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
227+ 249.45% |
$21.3K - $23.8K
|
318
$37.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
225+ 4.02% |
$21.1K - $23.6K
|
5.82K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
220New |
$20.6K - $23.1K
|
220
$26K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
217+ 7.04% |
$20.4K - $22.8K
|
3.3K
$390K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
204+ 2.18% |
$19.1K - $21.4K
|
9.54K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
195+ 4.96% |
$18.3K - $20.5K
|
4.12K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
190New |
$17.8K - $20K
|
190
$22.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
184+ 26.47% |
$17.3K - $19.3K
|
879
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
172New |
$16.1K - $18.1K
|
172
$20.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
169+ 2.9% |
$15.9K - $17.8K
|
5.99K
$708K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
168+ 62.69% |
$15.8K - $17.6K
|
436
$51.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
156+ 1.48% |
$14.6K - $16.4K
|
10.7K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
145+ 5.53% |
$13.6K - $15.2K
|
2.77K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
135+ 0.71% |
$12.7K - $14.2K
|
19.1K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
119+ 10.87% |
$11.2K - $12.5K
|
1.21K
$143K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
110+ 126.44% |
$10.3K - $11.6K
|
197
$23.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
106+ 34.19% |
$9.95K - $11.1K
|
416
$49.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
95+ 3.7% |
$8.91K - $9.98K
|
2.66K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
92New |
$8.63K - $9.66K
|
92
$10.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
78+ 1.16% |
$7.32K - $8.19K
|
6.82K
$806K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
74+ 2.9% |
$6.94K - $7.77K
|
2.63K
$310K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 5.34% |
$5.91K - $6.62K
|
1.24K
$147K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
60+ 1.01% |
$5.63K - $6.3K
|
6K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57+ 0.26% |
$5.35K - $5.99K
|
21.9K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
55+ 0.15% |
$5.16K - $5.78K
|
36.6K
$4.32M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
51+ 0.28% |
$4.79K - $5.36K
|
18.6K
$2.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
47New |
$4.41K - $4.94K
|
47
$5.55K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
40+ 0.36% |
$3.75K - $4.2K
|
11.2K
$1.33M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39+ 0.97% |
$3.66K - $4.1K
|
4.05K
$479K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
38New |
$3.57K - $3.99K
|
38
$4.49K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 0.92% |
$3.19K - $3.57K
|
3.72K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 9.93% |
$2.81K - $3.15K
|
332
$39.2K
|