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 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-145- 2.91% |
$13.6K - $15.2K
|
4.84K
$572K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-150- 1.52% |
$14.1K - $15.8K
|
9.7K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-165- 1.04% |
$15.5K - $17.3K
|
15.6K
$1.85M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-172- 1.74% |
$16.1K - $18.1K
|
9.73K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-186- 6.18% |
$17.5K - $19.5K
|
2.82K
$333K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-188- 2.82% |
$17.6K - $19.7K
|
6.47K
$765K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-203- 5.99% |
$19K - $21.3K
|
3.19K
$376K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-222- 0.49% |
$20.8K - $23.3K
|
45.4K
$5.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-222- 0.49% |
$20.8K - $23.3K
|
45.4K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-226- 7.19% |
$21.2K - $23.7K
|
2.92K
$344K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-230- 58.23% |
$21.6K - $24.2K
|
165
$19.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-280- 6.17% |
$26.3K - $29.4K
|
4.26K
$503K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 20.58% |
$28.1K - $31.5K
|
1.16K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-317- 0.86% |
$29.7K - $33.3K
|
36.6K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-359- 5.99% |
$33.7K - $37.7K
|
5.64K
$666K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-393- 42.12% |
$36.9K - $41.3K
|
540
$63.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-443- 10.45% |
$41.6K - $46.5K
|
3.8K
$448K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-444- 59.68% |
$41.7K - $46.6K
|
300
$35.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-450- 12.62% |
$42.2K - $47.3K
|
3.12K
$368K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-463- 23.89% |
$43.4K - $48.6K
|
1.48K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-466- 2.57% |
$43.7K - $49K
|
17.7K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-474- 9.12% |
$44.5K - $49.8K
|
4.72K
$558K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-485- 4.01% |
$45.5K - $50.9K
|
11.6K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-531- 0.36% |
$49.8K - $55.8K
|
147K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-543- 4.05% |
$50.9K - $57K
|
12.9K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-544- 4.94% |
$51K - $57.1K
|
10.5K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-545- 5.8% |
$51.1K - $57.3K
|
8.84K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-547- 3.63% |
$51.3K - $57.5K
|
14.5K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-600- 8.92% |
$56.3K - $63K
|
6.13K
$724K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-612- 19.13% |
$57.4K - $64.3K
|
2.59K
$306K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-629- 8.45% |
$59K - $66.1K
|
6.82K
$805K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-644- 2.17% |
$60.4K - $67.7K
|
29K
$3.42M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-648- 2.21% |
$60.8K - $68.1K
|
28.6K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-668- 26.41% |
$62.7K - $70.2K
|
1.86K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-673- 12.15% |
$63.1K - $70.7K
|
4.87K
$575K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-734- 4.17% |
$68.9K - $77.1K
|
16.9K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-757- 7.34% |
$71K - $79.5K
|
9.55K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-760- 22.89% |
$71.3K - $79.8K
|
2.56K
$302K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-815- 0.66% |
$76.5K - $85.6K
|
124K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-844- 12.64% |
$79.2K - $88.7K
|
5.83K
$689K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-983- 4.08% |
$92.2K - $103K
|
23.1K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-985- 5.14% |
$92.4K - $103K
|
18.2K
$2.15M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.04K- 1.58% |
$97.9K - $110K
|
64.9K
$7.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 27.91% |
$99.1K - $111K
|
2.73K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.15K- 2.14% |
$108K - $121K
|
52.5K
$6.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.2K- 18.05% |
$113K - $126K
|
5.45K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.24K- 4.37% |
$117K - $130K
|
27.2K
$3.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.36K- 29.69% |
$127K - $142K
|
3.21K
$379K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.36K- 6.71% |
$128K - $143K
|
18.9K
$2.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1.48K- 6.08% |
$139K - $155K
|
22.8K
$2.7M
|