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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.64KNew |
$811K - $907K
|
8.64K
$954K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33.5KNew |
$3.14M - $3.52M
|
33.5K
$3.7M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
822+ 5.67% |
$77.1K - $86.4K
|
15.3K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.99KNew |
$187K - $209K
|
1.99K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
374+ 7.52% |
$35.1K - $39.3K
|
5.35K
$591K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-760- 22.89% |
$71.3K - $79.8K
|
2.56K
$283K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
469+ 6.79% |
$44K - $49.3K
|
7.38K
$815K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
251+ 2.54% |
$23.6K - $26.4K
|
10.1K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$183K - $205K
|
1.95K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15K+ 66.93% |
$1.41M - $1.57M
|
37.4K
$4.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.96KNew |
$184K - $206K
|
1.96K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
99.6K+ 10290.91% |
$9.35M - $10.5M
|
101K
$11.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
106+ 34.19% |
$9.95K - $11.1K
|
416
$45.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2+ 0.04% |
$188 - $210
|
4.45K
$491K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.38KNew |
$504K - $565K
|
5.38K
$594K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5- 0.07% |
$469 - $525
|
7.54K
$832K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-612- 19.13% |
$57.4K - $64.3K
|
2.59K
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 27.91% |
$99.1K - $111K
|
2.73K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
670+ 257.69% |
$62.9K - $70.4K
|
930
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.8K- 1.44% |
$169K - $189K
|
123K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.4K+ 3.5% |
$319K - $357K
|
100K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
217+ 7.04% |
$20.4K - $22.8K
|
3.3K
$364K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.48K- 8.69% |
$608K - $681K
|
68.1K
$7.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.56% |
$93.8 - $105
|
180
$19.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-485- 4.01% |
$45.5K - $50.9K
|
11.6K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-600- 8.92% |
$56.3K - $63K
|
6.13K
$677K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.34% |
$938 - $1.05K
|
2.96K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11+ 0.36% |
$1.03K - $1.16K
|
3.06K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-1.66K- 4.47% |
$155K - $174K
|
35.4K
$3.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
227+ 249.45% |
$21.3K - $23.8K
|
318
$35.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.64K+ 4.57% |
$342K - $383K
|
83.3K
$9.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$281 - $315
|
3.78K
$417K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 5.34% |
$5.91K - $6.62K
|
1.24K
$137K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.58K+ 31.23% |
$149K - $166K
|
6.66K
$735K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.12K+ 67.22% |
$199K - $222K
|
5.27K
$582K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-150- 1.52% |
$14.1K - $15.8K
|
9.7K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.05% |
$93.8 - $105
|
2.18K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 20.58% |
$28.1K - $31.5K
|
1.16K
$128K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
60+ 1.01% |
$5.63K - $6.3K
|
6K
$662K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-463- 23.89% |
$43.4K - $48.6K
|
1.48K
$163K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
286+ 50.62% |
$26.8K - $30K
|
851
$94K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.2K- 18.05% |
$113K - $126K
|
5.45K
$602K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-5K- 8.91% |
$470K - $526K
|
51.2K
$5.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
92New |
$8.63K - $9.66K
|
92
$10.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$93.8 - $105
|
2.81K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.83K+ 2.63% |
$453K - $507K
|
189K
$20.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.35% |
$375 - $420
|
1.15K
$127K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
95+ 3.7% |
$8.91K - $9.98K
|
2.66K
$294K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.88% |
$93.8 - $105
|
115
$12.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-94- 23.38% |
$8.82K - $9.87K
|
308
$34K
|