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, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-300- 8.24% |
$32.3K - $35.8K
|
3.34K
$409K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.87K+ 4.35% |
$524K - $581K
|
117K
$14.3M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.64KNew |
$607K - $673K
|
5.64K
$691K
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 2.2% |
$5.38K - $5.97K
|
2.22K
$272K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 3.49% |
$4.85K - $5.37K
|
1.24K
$152K
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.93K- 6.99% |
$208K - $230K
|
25.7K
$3.15M
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
164+ 2.58% |
$17.7K - $19.6K
|
6.51K
$798K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
764+ 24.89% |
$82.3K - $91.2K
|
3.83K
$470K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17New |
$1.83K - $2.03K
|
17
$2.08K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
88New |
$9.48K - $10.5K
|
88
$10.8K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-330- 5.75% |
$35.5K - $39.4K
|
5.41K
$663K
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$108 - $119
|
6.22K
$763K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-72- 2.74% |
$7.75K - $8.59K
|
2.56K
$313K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.1% |
$538 - $597
|
4.85K
$594K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 36.36% |
$43.1K - $47.7K
|
700
$85.8K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.23% |
$108 - $119
|
438
$53.7K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
353+ 10.08% |
$38K - $42.1K
|
3.85K
$472K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
26.5KNew |
$2.85M - $3.16M
|
26.5K
$3.25M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-217- 6.01% |
$23.4K - $25.9K
|
3.39K
$416K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
125+ 4.57% |
$13.5K - $14.9K
|
2.86K
$351K
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-629- 19.39% |
$67.7K - $75.1K
|
2.62K
$321K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.1K+ 65.63% |
$226K - $251K
|
5.31K
$650K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
219+ 36.5% |
$23.6K - $26.1K
|
819
$100K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7.38K- 21.23% |
$795K - $881K
|
27.4K
$3.35M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44K+ 143700.0% |
$155K - $172K
|
1.44K
$176K
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
171+ 4.51% |
$18.4K - $20.4K
|
3.96K
$486K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22- 95.65% |
$2.37K - $2.63K
|
1
$123
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 9.71% |
$1.84M - $2.13M
|
166K
$20.4M
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.73KNew |
$383K - $444K
|
3.73K
$458K
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36+ 1.18% |
$3.7K - $4.29K
|
3.08K
$378K
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11.3KNew |
$1.16M - $1.35M
|
11.3K
$1.39M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
911New |
$93.6K - $108K
|
911
$112K
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
3.9KNew |
$401K - $464K
|
3.9K
$478K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.62K+ 41.93% |
$372K - $431K
|
12.3K
$1.5M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-69- 1.07% |
$7.09K - $8.21K
|
6.4K
$785K
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
13.4K+ 14.67% |
$1.38M - $1.6M
|
105K
$12.9M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
108+ 3.69% |
$11.1K - $12.9K
|
3.04K
$372K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-402- 15.59% |
$41.3K - $47.9K
|
2.18K
$267K
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.17K- 6.91% |
$120K - $139K
|
15.7K
$1.92M
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
75New |
$7.7K - $8.93K
|
75
$9.19K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.82K- 62.21% |
$495K - $574K
|
2.93K
$359K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.07K- 42.89% |
$315K - $366K
|
4.09K
$501K
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
1.9KNew |
$195K - $226K
|
1.9K
$233K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.02KNew |
$311K - $360K
|
3.02K
$371K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
265New |
$27.2K - $31.5K
|
265
$32.5K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
108+ 0.65% |
$11.1K - $12.9K
|
16.7K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.1K+ 136.38% |
$1.76M - $2.04M
|
29.6K
$3.63M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
600New |
$61.6K - $71.4K
|
600
$73.6K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
534New |
$54.8K - $63.6K
|
534
$65.5K
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
32.3K+ 91.05% |
$3.31M - $3.84M
|
67.7K
$8.3M
|