Latest Institutional Purchases of Ishares Tr (IYF)
This list provides information on the latest institutional transactions involving Ishares Tr (IYF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
164+ 2.58% |
$17.7K - $19.6K
|
6.51K
$754K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
154New |
$16.6K - $18.4K
|
154
$17.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
153+ 2.77% |
$16.5K - $18.3K
|
5.67K
$657K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
150+ 4.22% |
$16.2K - $17.9K
|
3.7K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
138+ 2.94% |
$14.9K - $16.5K
|
4.84K
$561K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
125+ 4.57% |
$13.5K - $14.9K
|
2.86K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 3.65% |
$11K - $12.2K
|
2.9K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
101+ 1.72% |
$10.9K - $12.1K
|
5.96K
$691K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
100+ 1.36% |
$10.8K - $11.9K
|
7.45K
$864K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100+ 11.11% |
$10.8K - $11.9K
|
1K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
98+ 1.02% |
$10.6K - $11.7K
|
9.71K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
94New |
$10.1K - $11.2K
|
94
$10.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
90New |
$9.69K - $10.7K
|
90
$10.4K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
88+ 1.93% |
$9.48K - $10.5K
|
4.64K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
88New |
$9.48K - $10.5K
|
88
$10.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
85+ 4.46% |
$9.15K - $10.1K
|
1.99K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
81New |
$8.72K - $9.67K
|
81
$9.39K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
71+ 1.33% |
$7.65K - $8.48K
|
5.41K
$627K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
60+ 0.22% |
$6.46K - $7.16K
|
27.1K
$3.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59+ 0.49% |
$6.35K - $7.04K
|
12.1K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
50New |
$5.38K - $5.97K
|
50
$5.79K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50New |
$5.38K - $5.97K
|
50
$5.79K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
45+ 1.24% |
$4.85K - $5.37K
|
3.67K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
40+ 13.29% |
$4.31K - $4.77K
|
341
$39.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
37+ 0.33% |
$3.98K - $4.42K
|
11.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33+ 0.22% |
$3.55K - $3.94K
|
15.3K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
22+ 10.73% |
$2.37K - $2.63K
|
227
$26.3K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
21New |
$2.26K - $2.51K
|
21
$2.43K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
20+ 5.33% |
$2.15K - $2.39K
|
395
$45.8K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19New |
$2.05K - $2.27K
|
19
$2.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17New |
$1.83K - $2.03K
|
17
$1.97K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.31% |
$1.4K - $1.55K
|
4.16K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10+ 0.33% |
$1.08K - $1.19K
|
3.08K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 0.18% |
$969 - $1.07K
|
5.07K
$588K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9+ 0.3% |
$969 - $1.07K
|
2.98K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.11% |
$862 - $955
|
7.55K
$875K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7+ 0.32% |
$754 - $836
|
2.21K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.31% |
$646 - $716
|
1.91K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.09% |
$646 - $716
|
6.87K
$796K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.1% |
$538 - $597
|
4.85K
$562K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 0.09% |
$431 - $477
|
4.42K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.02% |
$323 - $358
|
16.5K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2+ 0.04% |
$215 - $239
|
4.45K
$516K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
2+ 0.05% |
$215 - $239
|
4.32K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.07% |
$215 - $239
|
2.98K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$215 - $239
|
634
$73.5K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.14% |
$108 - $119
|
697
$80.8K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$108 - $119
|
2.23K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 1.0% |
$108 - $119
|
101
$11.7K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$108 - $119
|
6.22K
$721K
|