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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
568+ 11.49% |
$56.4K - $68.7K
|
5.51K
$676K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-283- 3.45% |
$28.1K - $34.2K
|
7.92K
$971K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.36% |
$397 - $484
|
1.12K
$138K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43New |
$4.27K - $5.2K
|
43
$5.27K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.9KNew |
$2.77M - $3.38M
|
27.9K
$3.43M
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-102- 3.17% |
$10.1K - $12.3K
|
3.11K
$382K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-89- 3.71% |
$8.83K - $10.8K
|
2.31K
$283K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-25.2K- 53.46% |
$2.5M - $3.05M
|
21.9K
$2.69M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.25K+ 39.9% |
$124K - $151K
|
4.39K
$538K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 52.74% |
$115K - $140K
|
1.03K
$127K
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
43+ 0.47% |
$4.27K - $5.2K
|
9.14K
$1.12M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-217- 8.71% |
$21.5K - $26.3K
|
2.27K
$279K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.3K- 32.88% |
$526K - $642K
|
10.8K
$1.33M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26- 11.82% |
$2.58K - $3.15K
|
194
$23.8K
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-293- 4.86% |
$29.1K - $35.5K
|
5.74K
$703K
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
237+ 3.63% |
$23.5K - $28.7K
|
6.77K
$830K
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-74- 2.82% |
$7.34K - $8.95K
|
2.55K
$313K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-384- 10.25% |
$38.1K - $46.5K
|
3.36K
$412K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.34% |
$992 - $1.21K
|
2.99K
$366K
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.24KNew |
$817K - $996K
|
8.24K
$1.01M
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
461+ 0.87% |
$45.7K - $55.8K
|
53.4K
$6.55M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6+ 0.3% |
$595 - $726
|
2K
$245K
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-290- 0.39% |
$28.8K - $35.1K
|
73.6K
$9.03M
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-40- 0.91% |
$3.97K - $4.84K
|
4.36K
$534K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.3% |
$992 - $1.21K
|
3.32K
$406K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.66KNew |
$165K - $201K
|
1.66K
$204K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
137+ 60.35% |
$13.6K - $16.6K
|
364
$44.6K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
232+ 1.16% |
$23K - $28.1K
|
20.3K
$2.49M
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-7.57K- 11.88% |
$751K - $916K
|
56.1K
$6.88M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.26K+ 17.58% |
$125K - $152K
|
8.4K
$1.03M
|
|
Q1 2025 | |||||||
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.62K+ 19.08% |
$282K - $312K
|
16.3K
$2M
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
468+ 7.44% |
$50.4K - $55.9K
|
6.76K
$828K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.1K+ 2762.28% |
$5.83M - $6.46M
|
56.1K
$6.87M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.14% |
$108 - $119
|
697
$85.4K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.45K- 30.94% |
$264K - $293K
|
5.47K
$671K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4- 0.22% |
$431 - $477
|
1.82K
$223K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.1KNew |
$334K - $370K
|
3.1K
$380K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-43K- 60.21% |
$4.63M - $5.14M
|
28.4K
$3.49M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-142K- 8.37% |
$15.3M - $17M
|
1.56M
$191M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.9K+ 3.53% |
$5.15M - $5.71M
|
1.4M
$172M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-153- 1.2% |
$16.5K - $18.3K
|
12.6K
$1.55M
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.43K+ 38.53% |
$154K - $170K
|
5.13K
$629K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
214+ 2.5% |
$23K - $25.5K
|
8.79K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
81.8K+ 37.45% |
$8.81M - $9.77M
|
300K
$36.8M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-815- 14.81% |
$87.8K - $97.3K
|
4.69K
$575K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.28K+ 8.01% |
$353K - $391K
|
44.2K
$5.42M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.59K+ 34.0% |
$387K - $429K
|
14.1K
$1.73M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.45K+ 11.41% |
$479K - $531K
|
43.4K
$5.32M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
91.6K+ 802.81% |
$9.87M - $10.9M
|
103K
$12.6M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.13K+ 34.26% |
$122K - $135K
|
4.42K
$542K
|