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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
844KNew |
$62.5M - $67.5M
|
844K
$93.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$14.8K - $16K
|
200
$22.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
87New |
$6.44K - $6.96K
|
87
$9.61K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
593New |
$43.9K - $47.4K
|
593
$65.5K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.24KNew |
$85.7K - $92.9K
|
1.24K
$137K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
80+ 40.0% |
$5.51K - $5.98K
|
280
$30.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.61K- 25.35% |
$111K - $120K
|
4.74K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
81.8KNew |
$5.64M - $6.12M
|
81.8K
$9.04M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
215New |
$14.8K - $16.1K
|
215
$23.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.64KNew |
$664K - $720K
|
9.64K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.41K- 62.63% |
$97.2K - $105K
|
842
$93K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600New |
$41.3K - $44.8K
|
600
$66.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-170- 36.17% |
$11.7K - $12.7K
|
300
$33.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-50- 0.92% |
$3.45K - $3.74K
|
5.4K
$596K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 1.24% |
$965 - $1.05K
|
1.15K
$126K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-150- 13.04% |
$10.3K - $11.2K
|
1K
$110K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.66KNew |
$596K - $647K
|
8.66K
$956K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-465- 12.34% |
$32K - $34.8K
|
3.3K
$365K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 8.34% |
$34.5K - $37.4K
|
5.5K
$607K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.86KNew |
$128K - $139K
|
1.86K
$205K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.38% |
$138 - $149
|
532
$58.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-40- 9.52% |
$2.76K - $2.99K
|
380
$42K
|
|
| 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
$1.66M
|
|
|
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
$136K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-350- 59.73% |
$23.9K - $28.7K
|
236
$26.1K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.45K- 5.65% |
$372K - $447K
|
90.9K
$10M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50+ 1.59% |
$3.41K - $4.1K
|
3.2K
$353K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-73- 1.25% |
$4.98K - $5.99K
|
5.75K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
570+ 20.8% |
$38.9K - $46.8K
|
3.31K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6+ 0.13% |
$409 - $492
|
4.69K
$518K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10KNew |
$683K - $821K
|
10K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-5K- 50.01% |
$341K - $410K
|
5K
$552K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
73.7KNew |
$5.03M - $6.05M
|
73.7K
$8.14M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.24K- 50.01% |
$221K - $266K
|
3.24K
$358K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8New |
$546 - $656
|
8
$884
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
414New |
$28.2K - $34K
|
414
$45.7K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-113- 10.66% |
$7.71K - $9.27K
|
947
$105K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-576- 74.23% |
$39.3K - $47.3K
|
200
$22.1K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
4+ 0.11% |
$273 - $328
|
3.65K
$403K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$6.82K - $8.21K
|
100
$11K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-390- 11.38% |
$26.6K - $32K
|
3.04K
$335K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
95New |
$6.48K - $7.79K
|
95
$10.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 11.76% |
$136 - $164
|
19
$2.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-695- 5.25% |
$47.4K - $57K
|
12.5K
$1.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
110+ 22.4% |
$7.51K - $9.03K
|
601
$66.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.12KNew |
$281K - $338K
|
4.12K
$455K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-156- 2.65% |
$10.6K - $12.8K
|
5.74K
$634K
|
|
| Q4 2022 | |||||||
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-5.34KClosed |
$361K - $429K
|
0
$0
|
|