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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24+ 0.35% |
$2.25K - $2.52K
|
6.82K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
20+ 0.41% |
$1.88K - $2.1K
|
4.93K
$582K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
18+ 0.14% |
$1.69K - $1.89K
|
12.7K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
17+ 0.29% |
$1.6K - $1.79K
|
5.9K
$696K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
15+ 0.31% |
$1.41K - $1.58K
|
4.86K
$574K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
15+ 0.13% |
$1.41K - $1.58K
|
11.6K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13+ 0.55% |
$1.22K - $1.37K
|
2.38K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12+ 0.14% |
$1.13K - $1.26K
|
8.58K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11+ 0.36% |
$1.03K - $1.16K
|
3.06K
$362K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.34% |
$938 - $1.05K
|
2.96K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
10+ 0.31% |
$938 - $1.05K
|
3.27K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.12% |
$844 - $945
|
7.53K
$890K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.12% |
$751 - $840
|
6.62K
$782K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8+ 0.37% |
$751 - $840
|
2.19K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.33% |
$657 - $735
|
2.15K
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 0.09% |
$375 - $420
|
4.41K
$521K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.35% |
$375 - $420
|
1.15K
$136K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.48% |
$281 - $315
|
630
$74.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$281 - $315
|
3.78K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.05% |
$281 - $315
|
5.5K
$649K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2+ 0.05% |
$188 - $210
|
4.44K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$188 - $210
|
4.29K
$506K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2+ 0.04% |
$188 - $210
|
4.45K
$525K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$93.8 - $105
|
2.81K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.02% |
$93.8 - $105
|
4.18K
$493K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.09% |
$93.8 - $105
|
1.09K
$129K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.05% |
$93.8 - $105
|
2.18K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$93.8 - $105
|
2.58K
$304K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.88% |
$93.8 - $105
|
115
$13.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.04% |
$93.8 - $105
|
2.78K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.56% |
$93.8 - $105
|
180
$21.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5- 0.04% |
$469 - $525
|
12K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5- 0.07% |
$469 - $525
|
7.54K
$890K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9- 0.2% |
$844 - $945
|
4.57K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-15- 0.07% |
$1.41K - $1.58K
|
23K
$2.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-19- 0.46% |
$1.78K - $2K
|
4.11K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-21- 10.66% |
$1.97K - $2.21K
|
176
$20.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 0.09% |
$1.97K - $2.21K
|
24.4K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-32- 1.05% |
$3K - $3.36K
|
3.02K
$357K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-36- 0.3% |
$3.38K - $3.78K
|
11.9K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-40- 0.25% |
$3.75K - $4.2K
|
15.8K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45- 1.35% |
$4.22K - $4.73K
|
3.3K
$390K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 2.01% |
$4.41K - $4.94K
|
2.29K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-62- 0.36% |
$5.82K - $6.51K
|
17.1K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-63- 0.86% |
$5.91K - $6.62K
|
7.26K
$857K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-64- 37.87% |
$6.01K - $6.72K
|
105
$12.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-74- 2.82% |
$6.94K - $7.77K
|
2.55K
$301K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-94- 23.38% |
$8.82K - $9.87K
|
308
$36.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-115- 4.65% |
$10.8K - $12.1K
|
2.36K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-134- 0.52% |
$12.6K - $14.1K
|
25.8K
$3.05M
|