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 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.4K- 26.33% |
$369K - $420K
|
12.3K
$1.18M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
43.1KNew |
$3.61M - $4.12M
|
43.1K
$4.12M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
180+ 18.0% |
$15.1K - $17.2K
|
1.18K
$113K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 3.47% |
$100K - $114K
|
35.6K
$3.4M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.13K+ 20.53% |
$95.2K - $108K
|
6.66K
$637K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.9K+ 50.28% |
$411K - $468K
|
14.6K
$1.4M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.8KNew |
$1.08M - $1.23M
|
12.8K
$1.23M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-263- 6.92% |
$22.1K - $25.2K
|
3.54K
$338K
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-55- 0.32% |
$4.62K - $5.26K
|
17K
$1.63M
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
222+ 4.68% |
$18.6K - $21.2K
|
4.97K
$475K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$4.2K - $4.78K
|
50
$4.78K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$168 - $191
|
625
$59.8K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6Closed |
$503 - $574
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.3KNew |
$277K - $316K
|
3.3K
$316K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.25K- 5.74% |
$189K - $215K
|
36.9K
$3.53M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.03K+ 8.02% |
$86.3K - $98.4K
|
13.9K
$1.33M
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
69.9KNew |
$5.86M - $6.68M
|
69.9K
$6.68M
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-334- 4.77% |
$28K - $31.9K
|
6.67K
$638K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$83.9 - $95.7
|
2.81K
$269K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-298- 0.23% |
$25K - $28.5K
|
127K
$12.2M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$3.36K - $3.83K
|
40
$3.83K
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
36+ 0.32% |
$3.02K - $3.44K
|
11.1K
$1.07M
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
496+ 6.29% |
$41.6K - $47.4K
|
8.38K
$802K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.51K+ 14.31% |
$126K - $144K
|
12K
$1.15M
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-522- 14.93% |
$43.8K - $49.9K
|
2.97K
$284K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$164K - $187K
|
1.95K
$187K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
179+ 3.52% |
$15K - $17.1K
|
5.26K
$503K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-84- 1.23% |
$7.05K - $8.03K
|
6.77K
$648K
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.97K+ 57.87% |
$165K - $189K
|
5.38K
$514K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
173New |
$14.5K - $16.5K
|
173
$16.5K
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.8% |
$8.39K - $9.57K
|
5.45K
$522K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-230- 6.08% |
$19.3K - $22K
|
3.56K
$340K
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4.52K+ 89.87% |
$379K - $432K
|
9.55K
$913K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-76- 2.09% |
$6.38K - $7.27K
|
3.57K
$341K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-173- 24.06% |
$14.5K - $16.5K
|
546
$52.2K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.37KNew |
$283K - $323K
|
3.37K
$323K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.01K+ 8.95% |
$672K - $766K
|
97.5K
$9.33M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.46K- 73.26% |
$122K - $139K
|
531
$50.8K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.87KNew |
$409K - $466K
|
4.87K
$466K
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-2.43K- 1.61% |
$204K - $232K
|
148K
$14.2M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-886- 44.61% |
$74.3K - $84.7K
|
1.1K
$105K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-13- 0.27% |
$1.09K - $1.24K
|
4.78K
$457K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
3.61K+ 1.42% |
$302K - $345K
|
257K
$24.6M
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.21% |
$839 - $957
|
4.79K
$458K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.5K+ 17.12% |
$1.14M - $1.29M
|
92.6K
$8.86M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 12.54% |
$1.04M - $1.19M
|
86.7K
$8.29M
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10+ 0.33% |
$839 - $957
|
3.04K
$291K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3New |
$252 - $287
|
3
$287
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
143+ 2.9% |
$12K - $13.7K
|
5.07K
$485K
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.5K- 30.41% |
$126K - $143K
|
3.43K
$328K
|