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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
760New |
$41.8K - $50.7K
|
760
$83.9K
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.9KNew |
$214K - $260K
|
3.9K
$430K
|
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
300+ 100.0% |
$16.5K - $20K
|
600
$66.3K
|
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
SELL
|
- |
-95Closed |
$5.23K - $6.34K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.59KNew |
$87.5K - $106K
|
1.59K
$176K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14New |
$771 - $935
|
14
$1.55K
|
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40+ 100.0% |
$2.2K - $2.67K
|
80
$8.84K
|
|
|
Feb 04, 2021
Q4 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
108+ 100.0% |
$5.95K - $7.21K
|
216
$23.9K
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
100New |
$5.51K - $6.68K
|
100
$11K
|
|
|
Feb 01, 2021
Q4 2020
|
First Personal Financial Services
|
BUY
|
- |
30+ 100.0% |
$1.65K - $2K
|
60
$6.63K
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
BUY
|
- |
150+ 16.67% |
$8.26K - $10K
|
1.05K
$116K
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-300Closed |
$16.5K - $20K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-47Closed |
$2.59K - $3.14K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-13.5KClosed |
$744K - $903K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.99KClosed |
$164K - $199K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-150Closed |
$8.11K - $9.04K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.82KClosed |
$98.4K - $110K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4Closed |
$216 - $241
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1.1KClosed |
$59.5K - $66.3K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Center Star Asset Management, LLC
|
SELL
|
- |
-152Closed |
$8.22K - $9.16K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
SELL
|
- |
-13.4KClosed |
$725K - $808K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1Closed |
$54.1 - $60.3
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.37KClosed |
$182K - $203K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.01K+ 28.27% |
$45.9K - $62.4K
|
4.56K
$504K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-20Closed |
$912 - $1.24K
|
0
$0
|
|
|
Sep 10, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-1.8K- 22.5% |
$82.1K - $112K
|
6.2K
$685K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-350Closed |
$16K - $21.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.5KClosed |
$661K - $899K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-3KClosed |
$137K - $186K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200Closed |
$9.12K - $12.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-7.77KClosed |
$355K - $482K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-200Closed |
$9.12K - $12.4K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-2.23KClosed |
$102K - $138K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-12.5KClosed |
$570K - $775K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.26KClosed |
$194K - $264K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Motco
|
SELL
|
- |
-268Closed |
$12.2K - $16.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.37KClosed |
$97.6K - $170K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.01KClosed |
$124K - $216K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-12.7KClosed |
$522K - $909K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.1KClosed |
$747K - $1.3M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-83Closed |
$3.42K - $5.95K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$41.2 - $71.7
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-5.27KClosed |
$217K - $378K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.74KClosed |
$71.4K - $124K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.94KClosed |
$162K - $282K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-36Closed |
$1.48K - $2.58K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-13.1KClosed |
$538K - $936K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-10.6KClosed |
$438K - $762K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-50Closed |
$2.06K - $3.59K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-12.8KClosed |
$527K - $918K
|
0
$0
|
|