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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-73- 1.25% |
$4.98K - $5.99K
|
5.75K
$698K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10KNew |
$683K - $821K
|
10K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-5K- 50.01% |
$341K - $410K
|
5K
$607K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.24K- 50.01% |
$221K - $266K
|
3.24K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
73.7KNew |
$5.03M - $6.05M
|
73.7K
$8.95M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
414New |
$28.2K - $34K
|
414
$50.3K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8New |
$546 - $656
|
8
$972
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-113- 10.66% |
$7.71K - $9.27K
|
947
$115K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-576- 74.23% |
$39.3K - $47.3K
|
200
$24.3K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
4+ 0.11% |
$273 - $328
|
3.65K
$443K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$6.82K - $8.21K
|
100
$12.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-390- 11.38% |
$26.6K - $32K
|
3.04K
$369K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
95New |
$6.48K - $7.79K
|
95
$11.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 11.76% |
$136 - $164
|
19
$2.31K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-695- 5.25% |
$47.4K - $57K
|
12.5K
$1.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
110+ 22.4% |
$7.51K - $9.03K
|
601
$73K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.12KNew |
$281K - $338K
|
4.12K
$501K
|
|
| Q4 2022 | |||||||
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-5.34KClosed |
$361K - $429K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
427New |
$28.9K - $34.3K
|
427
$51.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
32New |
$2.16K - $2.57K
|
32
$3.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-67- 2.14% |
$4.53K - $5.39K
|
3.07K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.93% |
$338 - $402
|
545
$66.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.67K- 31.98% |
$113K - $134K
|
3.55K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.86KNew |
$193K - $230K
|
2.86K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.32KNew |
$89.4K - $106K
|
1.32K
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
3KNew |
$203K - $241K
|
3K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.26KNew |
$423K - $503K
|
6.26K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-140- 3.74% |
$9.47K - $11.3K
|
3.6K
$437K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-2.99K- 6.06% |
$202K - $240K
|
46.3K
$5.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
641New |
$43.4K - $51.5K
|
641
$77.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
184New |
$12.4K - $14.8K
|
184
$22.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.24KNew |
$84.1K - $100K
|
1.24K
$151K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
374New |
$25.3K - $30.1K
|
374
$45.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-372- 11.87% |
$25.2K - $29.9K
|
2.76K
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
70.2KNew |
$4.75M - $5.64M
|
70.2K
$8.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-245- 61.1% |
$16.6K - $19.7K
|
156
$18.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-90- 23.08% |
$6.09K - $7.23K
|
300
$36.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1New |
$67.6 - $80.4
|
1
$121
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.42K- 17.65% |
$434K - $516K
|
30K
$3.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
480New |
$32.5K - $38.6K
|
480
$58.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3KNew |
$203K - $241K
|
3K
$364K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.2KNew |
$1.02M - $1.22M
|
15.2K
$1.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.74KNew |
$185K - $220K
|
2.74K
$333K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$836K - $994K
|
12.4K
$1.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
216+ 1.87% |
$14.6K - $17.4K
|
11.8K
$1.43M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.2KNew |
$351K - $415K
|
5.2K
$631K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.62K- 50.17% |
$245K - $289K
|
3.6K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.97KNew |
$200K - $237K
|
2.97K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
50+ 1.3% |
$3.38K - $3.99K
|
3.9K
$474K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.58KNew |
$309K - $366K
|
4.58K
$556K
|
|