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 |
---|---|---|---|---|---|---|---|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-789- 3.14% |
$70.5K - $76.4K
|
24.3K
$2.52M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
35+ 10.45% |
$3.13K - $3.39K
|
370
$38.3K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-160- 7.63% |
$14.3K - $15.5K
|
1.94K
$201K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
8+ 0.25% |
$715 - $775
|
3.26K
$338K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-345- 8.56% |
$30.8K - $33.4K
|
3.69K
$381K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.5% |
$179 - $194
|
402
$41.6K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$53.6K - $58.1K
|
600
$62.1K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.9K+ 3.28% |
$3.18M - $3.62M
|
1.19M
$123M
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.03K+ 12.86% |
$422K - $481K
|
44.1K
$4.57M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
399+ 17.1% |
$33.5K - $38.2K
|
2.73K
$283K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.92KNew |
$245K - $279K
|
2.92K
$302K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
174New |
$14.6K - $16.6K
|
174
$18K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
91New |
$7.64K - $8.7K
|
91
$9.42K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-116- 30.85% |
$9.73K - $11.1K
|
260
$26.9K
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.45KNew |
$625K - $712K
|
7.45K
$771K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.99KNew |
$251K - $286K
|
2.99K
$309K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-120- 4.35% |
$10.1K - $11.5K
|
2.64K
$273K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20+ 66.67% |
$1.68K - $1.91K
|
50
$5.18K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.13KNew |
$95K - $108K
|
1.13K
$117K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.17K- 3.75% |
$350K - $399K
|
107K
$11.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5K+ 201.15% |
$883K - $1.01M
|
15.8K
$1.63M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-30- 0.86% |
$2.52K - $2.87K
|
3.48K
$360K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$88.1K - $100K
|
1.05K
$109K
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
407KNew |
$34.1M - $38.9M
|
407K
$42.1M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
908New |
$76.2K - $86.9K
|
908
$94K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
220+ 5.85% |
$18.5K - $21K
|
3.98K
$412K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.28KNew |
$359K - $409K
|
4.28K
$443K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.41% |
$252 - $287
|
728
$75.3K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17- 0.46% |
$1.43K - $1.63K
|
3.64K
$377K
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-334- 6.0% |
$28K - $31.9K
|
5.24K
$542K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.6K- 62.5% |
$134K - $153K
|
960
$99.4K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.13K+ 20.53% |
$95.2K - $108K
|
6.66K
$689K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
180+ 18.0% |
$15.1K - $17.2K
|
1.18K
$122K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6Closed |
$503 - $574
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-334- 4.77% |
$28K - $31.9K
|
6.67K
$690K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.3KNew |
$277K - $316K
|
3.3K
$342K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
222+ 4.68% |
$18.6K - $21.2K
|
4.97K
$514K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$3.36K - $3.83K
|
40
$4.14K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$83.9 - $95.7
|
2.81K
$291K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$164K - $187K
|
1.95K
$202K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-522- 14.93% |
$43.8K - $49.9K
|
2.97K
$308K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-230- 6.08% |
$19.3K - $22K
|
3.56K
$368K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
179+ 3.52% |
$15K - $17.1K
|
5.26K
$545K
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.8% |
$8.39K - $9.57K
|
5.45K
$564K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-76- 2.09% |
$6.38K - $7.27K
|
3.57K
$369K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-886- 44.61% |
$74.3K - $84.7K
|
1.1K
$114K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3New |
$252 - $287
|
3
$311
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-91- 19.53% |
$7.64K - $8.7K
|
375
$38.8K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.83K+ 22.22% |
$321K - $366K
|
21K
$2.18M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.18KNew |
$183K - $209K
|
2.18K
$226K
|