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 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 7.66% |
$115K - $128K
|
12.9K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-551- 25.87% |
$59.3K - $65.8K
|
1.58K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-368- 2.44% |
$39.6K - $43.9K
|
14.7K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 23.54% |
$182K - $202K
|
8.87K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.66K+ 19.26% |
$178K - $198K
|
10.2K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
536+ 16.86% |
$57.7K - $64K
|
3.72K
$455K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
153+ 2.77% |
$16.5K - $18.3K
|
5.67K
$695K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.44K- 37.18% |
$263K - $292K
|
4.13K
$506K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-80.8K- 94.67% |
$8.7M - $9.64M
|
4.55K
$558K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.97KNew |
$213K - $236K
|
1.97K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
CALL |
16.1KNew |
$1.74M - $1.93M
|
16.1K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
532+ 5.25% |
$57.3K - $63.5K
|
10.7K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
2+ 0.05% |
$215 - $239
|
4.32K
$529K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$32.3K - $35.8K
|
300
$36.8K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-32- 0.74% |
$3.45K - $3.82K
|
4.27K
$523K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-9- 0.17% |
$969 - $1.07K
|
5.39K
$661K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-44.8K- 88.55% |
$4.82M - $5.35M
|
5.79K
$710K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
307+ 9.12% |
$33.1K - $36.6K
|
3.67K
$450K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
90New |
$9.69K - $10.7K
|
90
$11K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.6K- 29.9% |
$172K - $191K
|
3.75K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 21.77% |
$2.15M - $2.39M
|
112K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-197- 1.24% |
$21.2K - $23.5K
|
15.6K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
50New |
$5.38K - $5.97K
|
50
$6.13K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
800+ 213.33% |
$86.2K - $95.5K
|
1.18K
$144K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
40+ 13.29% |
$4.31K - $4.77K
|
341
$41.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 1.0% |
$108 - $119
|
101
$12.4K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
88+ 1.93% |
$9.48K - $10.5K
|
4.64K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.33K- 6.17% |
$143K - $159K
|
20.2K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.53K- 4.95% |
$487K - $540K
|
87K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
171+ 50.74% |
$18.4K - $20.4K
|
508
$62.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.51K- 42.33% |
$270K - $299K
|
3.42K
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
20+ 5.33% |
$2.15K - $2.39K
|
395
$48.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-879- 7.58% |
$94.7K - $105K
|
10.7K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-30- 29.7% |
$3.23K - $3.58K
|
71
$8.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-127- 0.75% |
$13.7K - $15.2K
|
16.9K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-159K- 66.38% |
$17.1M - $19M
|
80.6K
$9.88M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-102- 3.09% |
$11K - $12.2K
|
3.2K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
309New |
$33.3K - $36.9K
|
309
$37.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
399+ 17.37% |
$43K - $47.6K
|
2.7K
$331K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
875+ 21.2% |
$94.2K - $104K
|
5K
$613K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-311- 50.0% |
$33.5K - $37.1K
|
311
$38.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
222+ 2.98% |
$23.9K - $26.5K
|
7.66K
$939K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
37+ 0.33% |
$3.98K - $4.42K
|
11.3K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50New |
$5.38K - $5.97K
|
50
$6.13K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
31.3KNew |
$3.37M - $3.74M
|
31.3K
$3.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.46K+ 9.57% |
$157K - $174K
|
16.7K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
40.4KNew |
$4.35M - $4.82M
|
40.4K
$4.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
154New |
$16.6K - $18.4K
|
154
$18.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
437+ 18.93% |
$47.1K - $52.2K
|
2.75K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.23K+ 90.28% |
$240K - $266K
|
4.7K
$576K
|