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 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.56K+ 28.51% |
$299K - $341K
|
16.1K
$1.66M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 1.23% |
$4.2K - $4.78K
|
4.01K
$415K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-255- 46.36% |
$21.4K - $24.4K
|
295
$30.5K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
86New |
$7.22K - $8.23K
|
86
$8.9K
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
399+ 4.22% |
$33.5K - $38.2K
|
9.85K
$1.02M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.24KNew |
$188K - $214K
|
2.24K
$231K
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-95- 3.49% |
$7.97K - $9.09K
|
2.63K
$272K
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23- 7.59% |
$1.93K - $2.2K
|
280
$29K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$1.77K - $2.14K
|
25
$2.59K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
197New |
$13.9K - $16.9K
|
197
$20.4K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
82.1KNew |
$5.81M - $7.04M
|
82.1K
$8.5M
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$7.07K - $8.57K
|
100
$10.4K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
325+ 7.59% |
$23K - $27.8K
|
4.61K
$477K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
913New |
$64.5K - $78.2K
|
913
$94.5K
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.41KNew |
$170K - $206K
|
2.41K
$249K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.18KNew |
$225K - $272K
|
3.18K
$329K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.38KNew |
$239K - $289K
|
3.38K
$350K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
780New |
$55.1K - $66.8K
|
780
$80.7K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
45+ 1.52% |
$3.18K - $3.86K
|
3.01K
$312K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
120New |
$8.48K - $10.3K
|
120
$12.4K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
825New |
$58.3K - $70.7K
|
825
$85.4K
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-19- 0.53% |
$1.34K - $1.63K
|
3.55K
$368K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.79KNew |
$409K - $496K
|
5.79K
$599K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
9.02KNew |
$638K - $773K
|
9.02K
$934K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-646- 21.29% |
$45.7K - $55.3K
|
2.39K
$247K
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
32.6KNew |
$2.3M - $2.79M
|
32.6K
$3.37M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.71KNew |
$192K - $232K
|
2.71K
$281K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
688New |
$48.6K - $58.9K
|
688
$71.2K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.39K- 23.26% |
$98.3K - $119K
|
4.59K
$475K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-152- 51.35% |
$10.7K - $13K
|
144
$14.9K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.9KNew |
$275K - $334K
|
3.9K
$403K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45New |
$3.18K - $3.86K
|
45
$4.66K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-250- 8.43% |
$17.7K - $21.4K
|
2.71K
$281K
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.15K- 37.49% |
$152K - $184K
|
3.59K
$371K
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.46K- 16.4% |
$103K - $125K
|
7.44K
$770K
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.47KNew |
$245K - $297K
|
3.47K
$359K
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-463- 14.79% |
$32.7K - $39.7K
|
2.67K
$276K
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
275+ 7.5% |
$19.4K - $23.6K
|
3.94K
$408K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.5KNew |
$177K - $214K
|
2.5K
$259K
|
|
Q3 2023 | |||||||
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-53- 13.32% |
$3.92K - $4.24K
|
345
$35.7K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-800- 59.97% |
$59.2K - $64K
|
534
$55.3K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
404New |
$29.9K - $32.3K
|
404
$41.8K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
4.5KNew |
$333K - $360K
|
4.5K
$466K
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-30- 1.06% |
$2.22K - $2.4K
|
2.8K
$290K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-190- 9.65% |
$14.1K - $15.2K
|
1.78K
$184K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
300New |
$22.2K - $24K
|
300
$31.1K
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-714- 9.21% |
$52.8K - $57.1K
|
7.04K
$729K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
458New |
$33.9K - $36.6K
|
458
$47.4K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.43K- 39.86% |
$402K - $434K
|
8.2K
$848K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-255- 23.46% |
$18.9K - $20.4K
|
832
$86.1K
|