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 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
100New |
$10.3K - $11.9K
|
100
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.2K+ 6.79% |
$123K - $143K
|
18.9K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-495- 8.48% |
$50.8K - $58.9K
|
5.34K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
856K+ 326.72% |
$87.9M - $102M
|
1.12M
$126M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
630+ 12.79% |
$64.7K - $75K
|
5.56K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.09K+ 40.89% |
$317K - $368K
|
10.7K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.1K+ 101.64% |
$4.73M - $5.49M
|
91.4K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.32K+ 145.37% |
$136K - $157K
|
2.23K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
587+ 28.1% |
$60.3K - $69.9K
|
2.68K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
244+ 141.86% |
$25.1K - $29K
|
416
$46.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-55- 0.47% |
$5.65K - $6.55K
|
11.5K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 1.3% |
$124K - $144K
|
91.8K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
180K+ 56.73% |
$18.4M - $21.4M
|
496K
$55.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.45% |
$1.54K - $1.79K
|
3.37K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05K+ 8.0% |
$107K - $124K
|
14.1K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.39K+ 15.95% |
$143K - $166K
|
10.1K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 0.09% |
$411 - $476
|
4.42K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.71KNew |
$278K - $322K
|
2.71K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-132- 0.57% |
$13.6K - $15.7K
|
22.8K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
240+ 2.51% |
$24.6K - $28.6K
|
9.79K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
355New |
$36.5K - $42.3K
|
355
$39.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-210- 8.11% |
$21.6K - $25K
|
2.38K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.09% |
$103 - $119
|
1.09K
$123K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
90+ 2.11% |
$9.24K - $10.7K
|
4.36K
$490K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
107K+ 14.96% |
$11M - $12.8M
|
825K
$92.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.24% |
$1.23K - $1.43K
|
5.06K
$569K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
210New |
$21.6K - $25K
|
210
$23.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
299+ 10.75% |
$30.7K - $35.6K
|
3.08K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
939+ 27.61% |
$96.4K - $112K
|
4.34K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18+ 0.59% |
$1.85K - $2.14K
|
3.09K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 33.84% |
$17.6M - $20.4M
|
678K
$76.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.3K+ 0.99% |
$646K - $749K
|
644K
$72.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.33K- 21.84% |
$650K - $754K
|
22.7K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118K+ 95.79% |
$12.1M - $14.1M
|
242K
$27.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-541- 2.97% |
$55.6K - $64.4K
|
17.7K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-90- 3.81% |
$9.24K - $10.7K
|
2.27K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
6.22KNew |
$639K - $740K
|
6.22K
$699K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.4K+ 44.11% |
$4.97M - $5.76M
|
158K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$148K - $171K
|
1.44K
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-3.91K- 3.16% |
$401K - $465K
|
120K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-468- 0.42% |
$48.1K - $55.7K
|
110K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.31K- 11.4% |
$238K - $275K
|
18K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 122.33% |
$163K - $188K
|
2.88K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
600New |
$61.6K - $71.4K
|
600
$67.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.03K+ 34.42% |
$208K - $242K
|
7.92K
$891K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 0.22% |
$5.96K - $6.9K
|
25.7K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 0.9% |
$2.57K - $2.98K
|
2.79K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
602New |
$61.8K - $71.7K
|
602
$67.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.22K- 1.37% |
$228K - $264K
|
160K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.76KNew |
$284K - $329K
|
2.76K
$311K
|