Hbk Sorce Advisory LLC Ishares Tr Transaction History

Hbk Sorce Advisory LLC

$2.75 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$68.23 - $82.05 $409 - $492	6 Added 0.13%	4,686 $500,000
Q4 2022 Feb 09, 2023	BUY	$67.64 - $80.38 $316,555 - $376,178	4,680 New	4,680 $353,000

Others Institutions Holding IYF

# of Institutions

496

Shares Held

21.3M

Call Options Held

29K

Put Options Held

10.4K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.83M
Shares

$223 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$189 Million
0.01% of portfolio
Fil LTD Hamilton, D0

1.54M
Shares

$187 Million
0.18% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

1.5M
Shares

$182 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.4M
Shares

$170 Million
0.01% of portfolio

About ISHARES TR

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