Latest Institutional Transactions on Ishares Tr (IYF)
This table provides information on the latest institutional transactions involving Ishares Tr (IYF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
47+ 0.42% |
$4.83K - $5.6K
|
11.3K
$1.31M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
796+ 5.57% |
$81.7K - $94.8K
|
15.1K
$1.75M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-582- 18.14% |
$59.8K - $69.3K
|
2.63K
$304K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34- 0.14% |
$3.49K - $4.05K
|
24.4K
$2.82M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
348+ 1.52% |
$35.7K - $41.4K
|
23.2K
$2.69M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 2.7% |
$1.03K - $1.19K
|
360
$41.7K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
74.3KNew |
$7.63M - $8.84M
|
74.3K
$8.6M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.57K+ 2.42% |
$470K - $544K
|
193K
$22.4M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-79- 2.81% |
$8.11K - $9.4K
|
2.74K
$317K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.26K+ 1.13% |
$130K - $150K
|
113K
$13.1M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.65% |
$1.34K - $1.55K
|
2.03K
$235K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.13K+ 2.32% |
$116K - $135K
|
49.8K
$5.77M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.44K+ 16.24% |
$764K - $886K
|
53.3K
$6.17M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12K+ 125.93% |
$1.23M - $1.43M
|
21.6K
$2.5M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
87.2K+ 93.06% |
$8.96M - $10.4M
|
181K
$21M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.59K+ 13.12% |
$163K - $189K
|
13.7K
$1.59M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$1.34K - $1.55K
|
2.97K
$344K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.84K+ 38.9% |
$394K - $457K
|
13.7K
$1.59M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.67K+ 28.31% |
$171K - $198K
|
7.55K
$874K
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.34K+ 17.81% |
$138K - $160K
|
8.88K
$1.03M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.5K- 41.61% |
$256K - $297K
|
3.5K
$405K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
905+ 16.63% |
$92.9K - $108K
|
6.35K
$735K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42K+ 9.07% |
$146K - $169K
|
17K
$1.97M
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.14K- 9.57% |
$117K - $136K
|
10.8K
$1.25M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 51.06% |
$2.46K - $2.86K
|
23
$2.66K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-34- 0.52% |
$3.49K - $4.05K
|
6.56K
$760K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-454- 6.93% |
$46.6K - $54K
|
6.09K
$706K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.73KNew |
$486K - $563K
|
4.73K
$548K
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
164+ 4.32% |
$16.8K - $19.5K
|
3.96K
$458K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.63% |
$1.54K - $1.79K
|
2.37K
$275K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
400+ 6.88% |
$41.1K - $47.6K
|
6.22K
$720K
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-410- 7.83% |
$42.1K - $48.8K
|
4.83K
$559K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30- 0.25% |
$3.08K - $3.57K
|
12K
$1.39M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.23K+ 3.68% |
$127K - $147K
|
34.7K
$4.02M
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.35K+ 6.55% |
$344K - $399K
|
54.5K
$6.31M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.05% |
$103 - $119
|
2.18K
$253K
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
426+ 10.81% |
$43.8K - $50.7K
|
4.37K
$506K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
813+ 36.38% |
$83.5K - $96.8K
|
3.05K
$353K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.8KNew |
$287K - $333K
|
2.8K
$324K
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.18KNew |
$121K - $140K
|
1.18K
$136K
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-273- 6.62% |
$28K - $32.5K
|
3.85K
$446K
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-993- 13.48% |
$102K - $118K
|
6.37K
$738K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
16.2K+ 149.18% |
$1.66M - $1.93M
|
27K
$3.13M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.91KNew |
$196K - $227K
|
1.91K
$221K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.91K- 5.44% |
$299K - $347K
|
50.6K
$5.86M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-148- 3.92% |
$15.2K - $17.6K
|
3.63K
$420K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.35% |
$411 - $476
|
1.15K
$134K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.66KNew |
$273K - $316K
|
2.66K
$308K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.39% |
$1.34K - $1.55K
|
3.31K
$383K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-201- 1.99% |
$20.6K - $23.9K
|
9.91K
$1.15M
|