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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
60New |
$4.44K - $4.8K
|
60
$6.21K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
54New |
$4K - $4.32K
|
54
$5.59K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-449- 83.3% |
$33.2K - $35.9K
|
90
$9.32K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
203New |
$15K - $16.2K
|
203
$21K
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-640- 7.74% |
$47.4K - $51.2K
|
7.63K
$790K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
219New |
$16.2K - $17.5K
|
219
$22.7K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
76New |
$5.62K - $6.08K
|
76
$7.87K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
80New |
$5.92K - $6.4K
|
80
$8.28K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
650New |
$48.1K - $52K
|
650
$67.3K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
193+ 2757.14% |
$14.3K - $15.4K
|
200
$20.7K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
106New |
$7.84K - $8.48K
|
106
$11K
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
844KNew |
$62.5M - $67.5M
|
844K
$87.4M
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
87New |
$6.44K - $6.96K
|
87
$9K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
593New |
$43.9K - $47.4K
|
593
$61.4K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$14.8K - $16K
|
200
$20.7K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.24KNew |
$85.7K - $92.9K
|
1.24K
$129K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
80+ 40.0% |
$5.51K - $5.98K
|
280
$29K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.64KNew |
$664K - $720K
|
9.64K
$998K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
215New |
$14.8K - $16.1K
|
215
$22.3K
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
81.8KNew |
$5.64M - $6.12M
|
81.8K
$8.47M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.61K- 25.35% |
$111K - $120K
|
4.74K
$491K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.41K- 62.63% |
$97.2K - $105K
|
842
$87.1K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600New |
$41.3K - $44.8K
|
600
$62.1K
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-170- 36.17% |
$11.7K - $12.7K
|
300
$31.1K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-622- 12.05% |
$42.9K - $46.5K
|
4.54K
$470K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.16KNew |
$356K - $386K
|
5.16K
$534K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 1.24% |
$965 - $1.05K
|
1.15K
$119K
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-50- 0.92% |
$3.45K - $3.74K
|
5.4K
$559K
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-150- 13.04% |
$10.3K - $11.2K
|
1K
$104K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.66KNew |
$596K - $647K
|
8.66K
$896K
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-465- 12.34% |
$32K - $34.8K
|
3.3K
$342K
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 8.34% |
$34.5K - $37.4K
|
5.5K
$569K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.86KNew |
$128K - $139K
|
1.86K
$192K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-40- 9.52% |
$2.76K - $2.99K
|
380
$39.3K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.38% |
$138 - $149
|
532
$55.1K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12.9K- 98.89% |
$887K - $963K
|
144
$14.9K
|
|
Q1 2023 | |||||||
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-71.2KClosed |
$4.85M - $5.84M
|
0
$0
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
15KNew |
$1.02M - $1.23M
|
15K
$1.55M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
138+ 45.7% |
$9.42K - $11.3K
|
440
$45.5K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-881Closed |
$60.1K - $72.3K
|
0
$0
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.15K+ 1303.41% |
$78.3K - $94.1K
|
1.24K
$128K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.45K- 5.65% |
$372K - $447K
|
90.9K
$9.41M
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-350- 59.73% |
$23.9K - $28.7K
|
236
$24.4K
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50+ 1.59% |
$3.41K - $4.1K
|
3.2K
$331K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-73- 1.25% |
$4.98K - $5.99K
|
5.75K
$595K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6+ 0.13% |
$409 - $492
|
4.69K
$485K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
570+ 20.8% |
$38.9K - $46.8K
|
3.31K
$343K
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-5K- 50.01% |
$341K - $410K
|
5K
$517K
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10KNew |
$683K - $821K
|
10K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
73.7KNew |
$5.03M - $6.05M
|
73.7K
$7.63M
|