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 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
38New |
$3.57K - $3.99K
|
38
$4.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
500+ 8.27% |
$46.9K - $52.5K
|
6.55K
$723K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-547- 3.63% |
$51.3K - $57.5K
|
14.5K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1.48K- 6.08% |
$139K - $155K
|
22.8K
$2.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
2.05KNew |
$193K - $216K
|
2.05K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.71KNew |
$348K - $390K
|
3.71K
$410K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-165- 1.04% |
$15.5K - $17.3K
|
15.6K
$1.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
184+ 26.47% |
$17.3K - $19.3K
|
879
$97.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
195+ 4.96% |
$18.3K - $20.5K
|
4.12K
$455K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
348+ 13.32% |
$32.7K - $36.6K
|
2.96K
$327K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-629- 8.45% |
$59K - $66.1K
|
6.82K
$753K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-230- 58.23% |
$21.6K - $24.2K
|
165
$18.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
15+ 0.31% |
$1.41K - $1.58K
|
4.86K
$537K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 0.92% |
$3.19K - $3.57K
|
3.72K
$411K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.7K- 4.8% |
$253K - $283K
|
53.5K
$5.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.33% |
$657 - $735
|
2.15K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-19- 0.46% |
$1.78K - $2K
|
4.11K
$454K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.57K+ 109.7% |
$429K - $480K
|
8.74K
$965K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.4K- 46.43% |
$882K - $987K
|
10.8K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.36K- 29.69% |
$127K - $142K
|
3.21K
$354K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8+ 0.37% |
$751 - $840
|
2.19K
$242K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
985+ 15.43% |
$92.4K - $103K
|
7.37K
$814K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.04K- 1.58% |
$97.9K - $110K
|
64.9K
$7.16M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
47New |
$4.41K - $4.94K
|
47
$5.19K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.9KNew |
$1.42M - $1.54M
|
15.9K
$1.75M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-49- 9.23% |
$4.38K - $4.75K
|
482
$53.2K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-97- 2.31% |
$8.67K - $9.39K
|
4.11K
$454K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-49- 30.25% |
$4.38K - $4.75K
|
113
$12.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
106+ 2.83% |
$9.48K - $10.3K
|
3.86K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.3KNew |
$1.45M - $1.58M
|
16.3K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-260K- 98.94% |
$23.2M - $25.1M
|
2.78K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
729New |
$65.2K - $70.6K
|
729
$80.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.9K+ 13.46% |
$170K - $184K
|
16K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-150- 18.84% |
$13.4K - $14.5K
|
646
$71.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25+ 0.82% |
$2.23K - $2.42K
|
3.07K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
484+ 15.44% |
$43.3K - $46.9K
|
3.62K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-807- 11.84% |
$72.1K - $78.2K
|
6.01K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.23K+ 62.54% |
$647K - $701K
|
18.8K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14.8KNew |
$1.32M - $1.43M
|
14.8K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.5% |
$179 - $194
|
404
$44.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
50+ 0.48% |
$4.47K - $4.84K
|
10.6K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-57.4K- 4.58% |
$5.13M - $5.56M
|
1.2M
$132M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
654+ 32.7% |
$58.5K - $63.3K
|
2.65K
$293K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
174New |
$15.6K - $16.9K
|
174
$19.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
157+ 2.0% |
$14K - $15.2K
|
7.99K
$883K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
187New |
$16.7K - $18.1K
|
187
$20.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.15KNew |
$192K - $208K
|
2.15K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
82+ 5.22% |
$7.33K - $7.94K
|
1.65K
$183K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.39% |
$89.4 - $96.9
|
255
$28.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
613+ 14.19% |
$54.8K - $59.4K
|
4.93K
$545K
|
|