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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
80New |
$5.92K - $6.4K
|
80
$9.71K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
76New |
$5.62K - $6.08K
|
76
$9.23K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
60New |
$4.44K - $4.8K
|
60
$7.28K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
54New |
$4K - $4.32K
|
54
$6.56K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.64KNew |
$664K - $720K
|
9.64K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.66KNew |
$596K - $647K
|
8.66K
$1.05M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.24KNew |
$85.7K - $92.9K
|
1.24K
$151K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600New |
$41.3K - $44.8K
|
600
$72.8K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
215New |
$14.8K - $16.1K
|
215
$26.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
80+ 40.0% |
$5.51K - $5.98K
|
280
$34K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.38% |
$138 - $149
|
532
$64.6K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
73.7KNew |
$5.03M - $6.05M
|
73.7K
$8.95M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
15KNew |
$1.02M - $1.23M
|
15K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10KNew |
$683K - $821K
|
10K
$1.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.12KNew |
$281K - $338K
|
4.12K
$500K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.15K+ 1303.41% |
$78.3K - $94.1K
|
1.24K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
570+ 20.8% |
$38.9K - $46.8K
|
3.31K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
414New |
$28.2K - $34K
|
414
$50.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
110+ 22.4% |
$7.51K - $9.03K
|
601
$73K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$6.82K - $8.21K
|
100
$12.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
95New |
$6.48K - $7.79K
|
95
$11.5K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50+ 1.59% |
$3.41K - $4.1K
|
3.2K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8New |
$546 - $656
|
8
$971
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6+ 0.13% |
$409 - $492
|
4.69K
$569K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
4+ 0.11% |
$273 - $328
|
3.65K
$443K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 11.76% |
$136 - $164
|
19
$2.31K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
70.2KNew |
$4.75M - $5.64M
|
70.2K
$8.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.2KNew |
$1.02M - $1.22M
|
15.2K
$1.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$836K - $994K
|
12.4K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.26KNew |
$423K - $503K
|
6.26K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
3KNew |
$203K - $241K
|
3K
$364K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3KNew |
$203K - $241K
|
3K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.86KNew |
$193K - $230K
|
2.86K
$347K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.74KNew |
$185K - $220K
|
2.74K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.32KNew |
$89.4K - $106K
|
1.32K
$161K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.24KNew |
$84.1K - $100K
|
1.24K
$151K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
641New |
$43.4K - $51.5K
|
641
$77.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
480New |
$32.5K - $38.6K
|
480
$58.3K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
427New |
$28.9K - $34.3K
|
427
$51.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
374New |
$25.3K - $30.1K
|
374
$45.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
216+ 1.87% |
$14.6K - $17.4K
|
11.8K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
184New |
$12.4K - $14.8K
|
184
$22.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
32New |
$2.16K - $2.57K
|
32
$3.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.93% |
$338 - $402
|
545
$66.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1New |
$67.6 - $80.4
|
1
$121
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.2KNew |
$351K - $415K
|
5.2K
$631K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.58KNew |
$309K - $366K
|
4.58K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.97KNew |
$200K - $237K
|
2.97K
$360K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
300New |
$20.3K - $23.9K
|
300
$36.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
140New |
$9.46K - $11.2K
|
140
$17K
|
|