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 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.61K- 1.45% |
$151K - $169K
|
110K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 10.79% |
$154K - $172K
|
13.6K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.65K- 11.21% |
$155K - $173K
|
13.1K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-1.66K- 4.47% |
$155K - $174K
|
35.4K
$4.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.75K- 10.91% |
$164K - $184K
|
14.3K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.8K- 1.44% |
$169K - $189K
|
123K
$14.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-2.08K- 0.84% |
$195K - $219K
|
246K
$29.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.6K- 13.45% |
$244K - $274K
|
16.8K
$1.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.7K- 4.8% |
$253K - $283K
|
53.5K
$6.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.73K- 2.89% |
$256K - $286K
|
91.4K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.84K- 3.3% |
$267K - $299K
|
83.2K
$9.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.1K- 1.88% |
$290K - $325K
|
162K
$19.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.12K- 36.22% |
$292K - $327K
|
5.49K
$648K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.5K- 3.63% |
$328K - $368K
|
93K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-4.98K- 15.28% |
$467K - $523K
|
27.6K
$3.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-5K- 8.91% |
$470K - $526K
|
51.2K
$6.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.55K- 38.52% |
$521K - $583K
|
8.86K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.43K- 33.9% |
$603K - $675K
|
12.5K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.44K- 32.92% |
$605K - $677K
|
13.1K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.48K- 8.69% |
$608K - $681K
|
68.1K
$8.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.4K- 46.43% |
$882K - $987K
|
10.8K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-18.8K- 46.15% |
$1.77M - $1.98M
|
22K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34K- 5.06% |
$3.19M - $3.57M
|
637K
$75.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-67.6K- 3.29% |
$6.34M - $7.1M
|
1.99M
$235M
|