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
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.13K+ 2.32% |
$116K - $135K
|
49.8K
$5.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
985+ 26.52% |
$101K - $117K
|
4.7K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
905+ 16.63% |
$92.9K - $108K
|
6.35K
$749K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
897+ 4.74% |
$92.1K - $107K
|
19.8K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
860+ 16.98% |
$88.3K - $102K
|
5.93K
$699K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
813+ 36.38% |
$83.5K - $96.8K
|
3.05K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
796+ 5.57% |
$81.7K - $94.8K
|
15.1K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
626+ 569.09% |
$64.3K - $74.5K
|
736
$86.9K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
601+ 15.2% |
$61.7K - $71.5K
|
4.55K
$538K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
528+ 0.63% |
$54.2K - $62.9K
|
83.9K
$9.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
426+ 10.81% |
$43.8K - $50.7K
|
4.37K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
422+ 11.34% |
$43.3K - $50.2K
|
4.14K
$489K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
400+ 6.88% |
$41.1K - $47.6K
|
6.22K
$734K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
383New |
$39.3K - $45.6K
|
383
$45.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
375New |
$38.5K - $44.6K
|
375
$44.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
352+ 8.26% |
$36.2K - $41.9K
|
4.61K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
348+ 1.52% |
$35.7K - $41.4K
|
23.2K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
337New |
$34.6K - $40.1K
|
337
$39.8K
|
|
|
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
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310New |
$31.8K - $36.9K
|
310
$36.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
302+ 26.08% |
$31K - $36K
|
1.46K
$172K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
247+ 4.69% |
$25.4K - $29.4K
|
5.52K
$651K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
247+ 82.33% |
$25.4K - $29.4K
|
547
$64.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
228+ 11.61% |
$23.4K - $27.1K
|
2.19K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
215New |
$22.1K - $25.6K
|
215
$25.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
206New |
$21.2K - $24.5K
|
206
$24.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
203+ 9.69% |
$20.8K - $24.2K
|
2.3K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
200+ 8.42% |
$20.5K - $23.8K
|
2.58K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
188New |
$19.3K - $22.4K
|
188
$22.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
184New |
$18.9K - $21.9K
|
184
$21.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
164+ 4.32% |
$16.8K - $19.5K
|
3.96K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
156+ 1.49% |
$16K - $18.6K
|
10.6K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
152+ 12.52% |
$15.6K - $18.1K
|
1.37K
$161K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
120+ 4.4% |
$12.3K - $14.3K
|
2.85K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
101+ 50.5% |
$10.4K - $12K
|
301
$35.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
100New |
$10.3K - $11.9K
|
100
$11.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
89New |
$9.14K - $10.6K
|
89
$10.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
80+ 6.99% |
$8.22K - $9.52K
|
1.23K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
49New |
$5.03K - $5.83K
|
49
$5.78K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
47+ 0.42% |
$4.83K - $5.6K
|
11.3K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45+ 3.62% |
$4.62K - $5.36K
|
1.29K
$152K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
45+ 0.66% |
$4.62K - $5.36K
|
6.86K
$810K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
45New |
$4.62K - $5.36K
|
45
$5.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
39+ 0.95% |
$4.01K - $4.64K
|
4.15K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
32+ 0.75% |
$3.29K - $3.81K
|
4.3K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15+ 7.61% |
$1.54K - $1.79K
|
212
$25K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$1.34K - $1.55K
|
2.97K
$350K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.39% |
$1.34K - $1.55K
|
3.31K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.65% |
$1.34K - $1.55K
|
2.03K
$239K
|