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 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-197- 2.11% |
$20.2K - $23.5K
|
9.15K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-201- 1.99% |
$20.6K - $23.9K
|
9.91K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-202- 3.84% |
$20.7K - $24K
|
5.06K
$577K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-210- 8.11% |
$21.6K - $25K
|
2.38K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-215- 6.19% |
$22.1K - $25.6K
|
3.26K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-229- 5.1% |
$23.5K - $27.3K
|
4.26K
$486K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-265- 2.99% |
$27.2K - $31.5K
|
8.59K
$980K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-273- 6.62% |
$28K - $32.5K
|
3.85K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-350- 8.16% |
$35.9K - $41.7K
|
3.94K
$449K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-392- 5.75% |
$40.3K - $46.7K
|
6.43K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-402- 15.59% |
$41.3K - $47.9K
|
2.18K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-410- 7.83% |
$42.1K - $48.8K
|
4.83K
$550K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-454- 6.93% |
$46.6K - $54K
|
6.09K
$695K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-468- 0.42% |
$48.1K - $55.7K
|
110K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-495- 8.48% |
$50.8K - $58.9K
|
5.34K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-541- 2.97% |
$55.6K - $64.4K
|
17.7K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-559- 3.27% |
$57.4K - $66.5K
|
16.5K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-566- 2.08% |
$58.1K - $67.4K
|
26.6K
$3.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-582- 18.14% |
$59.8K - $69.3K
|
2.63K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-586- 0.7% |
$60.2K - $69.8K
|
82.6K
$9.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-590- 1.61% |
$60.6K - $70.2K
|
36K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-653- 7.34% |
$67.1K - $77.7K
|
8.24K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-693- 3.69% |
$71.2K - $82.5K
|
18.1K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-735- 23.06% |
$75.5K - $87.5K
|
2.45K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-839- 3.84% |
$86.2K - $99.9K
|
21K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-977- 16.26% |
$100K - $116K
|
5.03K
$574K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-987- 2.79% |
$101K - $118K
|
34.4K
$3.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-993- 13.48% |
$102K - $118K
|
6.37K
$727K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-999- 1.54% |
$103K - $119K
|
63.9K
$7.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.03K- 59.47% |
$106K - $123K
|
702
$80K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.08K- 17.4% |
$111K - $129K
|
5.13K
$585K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.14K- 9.57% |
$117K - $136K
|
10.8K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.17K- 6.91% |
$120K - $139K
|
15.7K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 1.3% |
$124K - $144K
|
91.8K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.24K- 22.75% |
$127K - $148K
|
4.21K
$480K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 99.93% |
$151K - $175K
|
1
$114
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.49K- 2.12% |
$153K - $177K
|
68.8K
$7.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.8K- 33.48% |
$185K - $214K
|
3.58K
$408K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-2.01K- 4.94% |
$206K - $239K
|
38.6K
$4.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.22K- 1.37% |
$228K - $264K
|
160K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.31K- 11.4% |
$238K - $275K
|
18K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.5K- 41.61% |
$256K - $297K
|
3.5K
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 2.01% |
$256K - $297K
|
122K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.91K- 5.44% |
$299K - $347K
|
50.6K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.07K- 42.89% |
$315K - $366K
|
4.09K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.08K- 20.1% |
$316K - $367K
|
12.2K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-3.91K- 3.16% |
$401K - $465K
|
120K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.47K- 24.07% |
$459K - $532K
|
14.1K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.52K- 28.64% |
$464K - $538K
|
11.3K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.82K- 62.21% |
$495K - $574K
|
2.93K
$334K
|