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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.74KNew |
$185K - $220K
|
2.74K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.32KNew |
$89.4K - $106K
|
1.32K
$152K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.24KNew |
$84.1K - $100K
|
1.24K
$143K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
641New |
$43.4K - $51.5K
|
641
$73.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500New |
$33.8K - $40.2K
|
500
$57.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
480New |
$32.5K - $38.6K
|
480
$55.4K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
427New |
$28.9K - $34.3K
|
427
$49.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
374New |
$25.3K - $30.1K
|
374
$43.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
216+ 1.87% |
$14.6K - $17.4K
|
11.8K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
184New |
$12.4K - $14.8K
|
184
$21.2K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
146New |
$9.88K - $11.7K
|
146
$16.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
32New |
$2.16K - $2.57K
|
32
$3.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.93% |
$338 - $402
|
545
$62.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1New |
$67.6 - $80.4
|
1
$115
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.2KNew |
$351K - $415K
|
5.2K
$599K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.58KNew |
$309K - $366K
|
4.58K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.97KNew |
$200K - $237K
|
2.97K
$342K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
300New |
$20.3K - $23.9K
|
300
$34.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
140New |
$9.46K - $11.2K
|
140
$16.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$6.76K - $7.98K
|
100
$11.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
50+ 1.3% |
$3.38K - $3.99K
|
3.9K
$450K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
36+ 1800.0% |
$2.43K - $2.87K
|
38
$4.38K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15KNew |
$1.02M - $1.27M
|
15K
$1.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
12.9KNew |
$877K - $1.09M
|
12.9K
$1.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.78K+ 403.81% |
$461K - $572K
|
8.46K
$975K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.46KNew |
$439K - $545K
|
6.46K
$744K
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.87KNew |
$263K - $327K
|
3.87K
$447K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
704New |
$47.8K - $59.4K
|
704
$81.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
575+ 20.76% |
$39.1K - $48.5K
|
3.35K
$386K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
112New |
$7.61K - $9.45K
|
112
$12.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
85New |
$5.78K - $7.17K
|
85
$9.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
39+ 0.65% |
$2.65K - $3.29K
|
6.04K
$697K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
25+ 2.38% |
$1.7K - $2.11K
|
1.08K
$124K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
10+ 0.07% |
$680 - $844
|
14.8K
$1.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.65% |
$136 - $169
|
311
$35.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.24K+ 64.79% |
$176K - $205K
|
5.71K
$658K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
800+ 50.0% |
$62.9K - $73.1K
|
2.4K
$277K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
599New |
$47.1K - $54.7K
|
599
$69.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
570New |
$44.8K - $52.1K
|
570
$65.7K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
30New |
$2.36K - $2.74K
|
30
$3.46K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
25+ 20.83% |
$1.97K - $2.28K
|
145
$16.7K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
320KNew |
$26.6M - $28.9M
|
320K
$36.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
580New |
$48.2K - $52.3K
|
580
$66.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
262New |
$21.8K - $23.6K
|
262
$30.2K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
260New |
$21.6K - $23.5K
|
260
$30K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
175+ 2.02% |
$14.5K - $15.8K
|
8.85K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
140New |
$11.6K - $12.6K
|
140
$16.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
52New |
$4.32K - $4.69K
|
52
$6K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20New |
$1.66K - $1.8K
|
20
$2.31K
|
|