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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.84KNew |
$322K - $367K
|
3.84K
$367K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
783New |
$65.7K - $74.9K
|
783
$74.9K
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.18K+ 38.46% |
$98.8K - $113K
|
4.24K
$405K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11- 0.05% |
$923 - $1.05K
|
21.2K
$2.02M
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-91- 19.53% |
$7.64K - $8.7K
|
375
$35.9K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.83K+ 22.22% |
$321K - $366K
|
21K
$2.01M
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.56K+ 28.51% |
$299K - $341K
|
16.1K
$1.54M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-625- 15.39% |
$52.4K - $59.8K
|
3.44K
$329K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
531+ 21.1% |
$44.6K - $50.8K
|
3.05K
$291K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.18KNew |
$183K - $209K
|
2.18K
$209K
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-25- 0.89% |
$2.1K - $2.39K
|
2.77K
$265K
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-88- 1.53% |
$7.38K - $8.42K
|
5.66K
$541K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2+ 0.36% |
$168 - $191
|
565
$54K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
71+ 0.39% |
$5.96K - $6.79K
|
18.4K
$1.76M
|
|
Apr 16, 2024
Q1 2024
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.84KNew |
$238K - $271K
|
2.84K
$271K
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-6.68K- 10.6% |
$560K - $638K
|
56.3K
$5.38M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12- 0.23% |
$1.01K - $1.15K
|
5.2K
$498K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 9.76% |
$5.03K - $5.74K
|
555
$53.1K
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
449+ 13.51% |
$37.7K - $42.9K
|
3.77K
$361K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-460- 11.74% |
$38.6K - $44K
|
3.46K
$331K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-255- 46.36% |
$21.4K - $24.4K
|
295
$28.2K
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5.12K+ 152.0% |
$429K - $490K
|
8.49K
$812K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-23.6K- 48.42% |
$1.98M - $2.26M
|
25.1K
$2.4M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-198- 2.06% |
$16.6K - $18.9K
|
9.43K
$902K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.37K+ 30.56% |
$115K - $131K
|
5.86K
$560K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
52.5K+ 812.16% |
$4.4M - $5.02M
|
59K
$5.64M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 1.23% |
$4.2K - $4.78K
|
4.01K
$384K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$420 - $478
|
2.94K
$281K
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
8.28KNew |
$695K - $792K
|
8.28K
$792K
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.18KNew |
$183K - $208K
|
2.18K
$208K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.11K+ 2986.49% |
$92.7K - $106K
|
1.14K
$109K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
150+ 81.08% |
$12.6K - $14.3K
|
335
$32K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
2.58KNew |
$217K - $247K
|
2.58K
$247K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.15K- 48.65% |
$265K - $302K
|
3.33K
$318K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.35K- 38.56% |
$365K - $416K
|
6.93K
$663K
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-38- 0.5% |
$3.19K - $3.63K
|
7.5K
$717K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
86New |
$7.22K - $8.23K
|
86
$8.23K
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
399+ 4.22% |
$33.5K - $38.2K
|
9.85K
$942K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.24KNew |
$188K - $214K
|
2.24K
$214K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.32% |
$1.09K - $1.24K
|
4.12K
$394K
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-95- 3.49% |
$7.97K - $9.09K
|
2.63K
$251K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$83.9 - $95.7
|
400
$38.3K
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
40.2KNew |
$3.37M - $3.84M
|
40.2K
$3.84M
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
365+ 13.49% |
$30.6K - $34.9K
|
3.07K
$294K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
192+ 5.0% |
$16.1K - $18.4K
|
4.03K
$386K
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23- 7.59% |
$1.93K - $2.2K
|
280
$26.8K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-540- 20.47% |
$45.3K - $51.7K
|
2.1K
$201K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$1.77K - $2.14K
|
25
$2.39K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.64K- 21.33% |
$328K - $397K
|
17.1K
$1.64M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
197New |
$13.9K - $16.9K
|
197
$18.8K
|