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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-5.68K- 28.86% |
$583K - $676K
|
14K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.88K- 11.19% |
$604K - $700K
|
46.6K
$5.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.9K- 43.49% |
$606K - $702K
|
7.67K
$874K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-6.32K- 2.57% |
$649K - $753K
|
240K
$27.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.33K- 21.84% |
$650K - $754K
|
22.7K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.31K- 22.24% |
$853K - $989K
|
29.1K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.69K- 66.21% |
$893K - $1.04M
|
4.44K
$506K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-10K- 6.8% |
$1.03M - $1.19M
|
137K
$15.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11K- 98.6% |
$1.13M - $1.31M
|
157
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.6K- 11.26% |
$1.19M - $1.38M
|
91.5K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.3K- 10.65% |
$1.37M - $1.59M
|
112K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.5K- 97.41% |
$1.79M - $2.08M
|
465
$53K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.7K- 54.42% |
$2.33M - $2.7M
|
19K
$2.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-42.9K- 91.65% |
$4.41M - $5.11M
|
3.91K
$446K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-83.9K- 4.22% |
$8.62M - $9.99M
|
1.9M
$217M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-667K- 86.72% |
$68.5M - $79.4M
|
102K
$11.6M
|