Purchases and Sales Made in Q4 2024 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
87.2K+ 93.06% |
$8.96M - $10.4M
|
181K
$21.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
74.3KNew |
$7.63M - $8.84M
|
74.3K
$8.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.7KNew |
$3.56M - $4.13M
|
34.7K
$4.09M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
23.4KNew |
$2.4M - $2.78M
|
23.4K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
19.5KNew |
$2M - $2.32M
|
19.5K
$2.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
16.2K+ 149.18% |
$1.66M - $1.93M
|
27K
$3.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14.4K+ 1693.07% |
$1.48M - $1.72M
|
15.3K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12KNew |
$1.23M - $1.43M
|
12K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12K+ 125.93% |
$1.23M - $1.43M
|
21.6K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.59KNew |
$780K - $904K
|
7.59K
$894K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.44K+ 16.24% |
$764K - $886K
|
53.3K
$6.28M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.07KNew |
$623K - $722K
|
6.07K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.13KNew |
$527K - $611K
|
5.13K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.07K+ 92.4% |
$521K - $604K
|
10.6K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.73KNew |
$486K - $563K
|
4.73K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.57K+ 2.42% |
$470K - $544K
|
193K
$22.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.32KNew |
$443K - $514K
|
4.32K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.89KNew |
$399K - $463K
|
3.89K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.84K+ 38.9% |
$394K - $457K
|
13.7K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.35K+ 6.55% |
$344K - $399K
|
54.5K
$6.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.24KNew |
$333K - $386K
|
3.24K
$382K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.08K+ 3.74% |
$316K - $366K
|
85.4K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.8KNew |
$287K - $333K
|
2.8K
$330K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.66KNew |
$273K - $316K
|
2.66K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.51K+ 76.77% |
$258K - $299K
|
5.78K
$681K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.5K+ 18.11% |
$257K - $298K
|
16.3K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.91KNew |
$196K - $227K
|
1.91K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.67K+ 28.31% |
$171K - $198K
|
7.55K
$889K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.59K+ 13.12% |
$163K - $189K
|
13.7K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42K+ 9.07% |
$146K - $169K
|
17K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.34K+ 17.81% |
$138K - $160K
|
8.88K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.26K+ 1.13% |
$130K - $150K
|
113K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.23K+ 3.68% |
$127K - $147K
|
34.7K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.18KNew |
$121K - $140K
|
1.18K
$139K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.13K+ 2.32% |
$116K - $135K
|
49.8K
$5.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
985+ 26.52% |
$101K - $117K
|
4.7K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
905+ 16.63% |
$92.9K - $108K
|
6.35K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
860+ 16.98% |
$88.3K - $102K
|
5.93K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
813+ 36.38% |
$83.5K - $96.8K
|
3.05K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
796+ 5.57% |
$81.7K - $94.8K
|
15.1K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
426+ 10.81% |
$43.8K - $50.7K
|
4.37K
$514K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
422+ 11.34% |
$43.3K - $50.2K
|
4.14K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
400+ 6.88% |
$41.1K - $47.6K
|
6.22K
$733K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
383New |
$39.3K - $45.6K
|
383
$45.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
375New |
$38.5K - $44.6K
|
375
$44.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
348+ 1.52% |
$35.7K - $41.4K
|
23.2K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
337New |
$34.6K - $40.1K
|
337
$39.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
334New |
$34.3K - $39.8K
|
334
$39.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
312+ 9.46% |
$32K - $37.1K
|
3.61K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
247+ 4.69% |
$25.4K - $29.4K
|
5.52K
$650K
|