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 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-10.8KClosed |
$900K - $978K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-110Closed |
$9.13K - $9.93K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-101Closed |
$8.39K - $9.11K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
52New |
$4.32K - $4.69K
|
52
$5.74K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.7KClosed |
$974K - $1.06M
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
175+ 2.02% |
$14.5K - $15.8K
|
8.85K
$977K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
280New |
$22.2K - $23.9K
|
280
$30.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
160New |
$12.7K - $13.7K
|
160
$17.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-600Closed |
$47.5K - $51.3K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100KClosed |
$7.92M - $8.55M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.44K- 47.91% |
$431K - $465K
|
5.92K
$654K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-304Closed |
$24.1K - $26K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
2.96KNew |
$234K - $253K
|
2.96K
$327K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40Closed |
$3.17K - $3.42K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
302New |
$23.9K - $25.8K
|
302
$33.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
554+ 100.0% |
$43.9K - $47.3K
|
1.11K
$122K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-552Closed |
$43.7K - $47.2K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.5KClosed |
$119K - $128K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-9Closed |
$713 - $769
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
568New |
$45K - $48.5K
|
568
$62.7K
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4.19KNew |
$318K - $350K
|
4.19K
$463K
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.67KClosed |
$354K - $390K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-186Closed |
$14.1K - $15.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$911 - $1K
|
12
$1.33K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-38Closed |
$2.88K - $3.18K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.4KClosed |
$562K - $619K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
6New |
$455 - $502
|
6
$663
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-502Closed |
$38.1K - $42K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
22.1KNew |
$1.67M - $1.84M
|
22.1K
$2.44M
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.3KClosed |
$84.9K - $99.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
BUY
|
- |
142New |
$9.26K - $10.8K
|
142
$15.7K
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-604Closed |
$39.4K - $46.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.28KClosed |
$83.7K - $98K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-250Closed |
$16.3K - $19.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-36Closed |
$2.35K - $2.75K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-44Closed |
$2.87K - $3.36K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
119+ 100.0% |
$6.55K - $7.95K
|
238
$26.3K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$5.51K - $6.68K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-109Closed |
$6K - $7.28K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2K+ 100.0% |
$110K - $134K
|
4K
$442K
|
|
|
Feb 12, 2021
Q4 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-2.32K- 48.64% |
$128K - $155K
|
2.45K
$271K
|
|
|
Feb 12, 2021
Q4 2020
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-264Closed |
$14.5K - $17.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.07KClosed |
$114K - $138K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.94KClosed |
$272K - $330K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-100Closed |
$5.51K - $6.68K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
750+ 100.0% |
$41.3K - $50.1K
|
1.5K
$166K
|
|
|
Feb 10, 2021
Q4 2020
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.57K+ 100.0% |
$141K - $171K
|
5.13K
$567K
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-6- 50.0% |
$330 - $401
|
6
$663
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
155+ 100.0% |
$8.53K - $10.3K
|
310
$34.2K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-50Closed |
$2.75K - $3.34K
|
0
$0
|
|