Latest Institutional Sells of Ishares Tr (IYF)
This list provides information on the latest institutional transactions involving Ishares Tr (IYF) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-28- 4.14% |
$3.02K - $3.34K
|
649
$82.1K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22- 95.65% |
$2.37K - $2.63K
|
1
$126
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4- 0.22% |
$431 - $477
|
1.82K
$230K
|
|
Q4 2024 | |||||||
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23.4K- 92.33% |
$2.4M - $2.78M
|
1.94K
$246K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.88K- 11.19% |
$604K - $700K
|
46.6K
$5.9M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.82K- 62.21% |
$495K - $574K
|
2.93K
$370K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.07K- 42.89% |
$315K - $366K
|
4.09K
$517K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 2.01% |
$256K - $297K
|
122K
$15.4M
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.17K- 6.91% |
$120K - $139K
|
15.7K
$1.99M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.08K- 17.4% |
$111K - $129K
|
5.13K
$649K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.03K- 59.47% |
$106K - $123K
|
702
$88.8K
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-987- 2.79% |
$101K - $118K
|
34.4K
$4.35M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-977- 16.26% |
$100K - $116K
|
5.03K
$636K
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-735- 23.06% |
$75.5K - $87.5K
|
2.45K
$310K
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-437- 15.91% |
$44.9K - $52K
|
2.31K
$292K
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-410- 7.83% |
$42.1K - $48.8K
|
4.83K
$610K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-402- 15.59% |
$41.3K - $47.9K
|
2.18K
$275K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-210- 8.11% |
$21.6K - $25K
|
2.38K
$301K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-134- 24.81% |
$13.8K - $16K
|
406
$51.3K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-102- 1.81% |
$10.5K - $12.1K
|
5.53K
$700K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-90- 28.3% |
$9.24K - $10.7K
|
228
$28.8K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-53- 5.7% |
$5.44K - $6.31K
|
877
$111K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-44- 12.75% |
$4.52K - $5.24K
|
301
$38.1K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.63% |
$1.54K - $1.79K
|
2.37K
$300K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 2.7% |
$1.03K - $1.19K
|
360
$45.5K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.48K- 8.69% |
$608K - $681K
|
68.1K
$8.61M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-760- 22.89% |
$71.3K - $79.8K
|
2.56K
$324K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-543- 4.05% |
$50.9K - $57K
|
12.9K
$1.63M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-450- 12.62% |
$42.2K - $47.3K
|
3.12K
$394K
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-150- 1.52% |
$14.1K - $15.8K
|
9.7K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-21- 10.66% |
$1.97K - $2.21K
|
176
$22.3K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-260K- 98.94% |
$23.2M - $25.1M
|
2.78K
$351K
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-57.4K- 4.58% |
$5.13M - $5.56M
|
1.2M
$151M
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.5K- 55.51% |
$134K - $145K
|
1.2K
$152K
|
|
Jul 23, 2024
Q2 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-432- 15.23% |
$38.6K - $41.8K
|
2.41K
$304K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-175- 5.09% |
$15.6K - $16.9K
|
3.26K
$412K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-150- 18.84% |
$13.4K - $14.5K
|
646
$81.7K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-110- 63.58% |
$9.83K - $10.7K
|
63
$7.97K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-97- 2.31% |
$8.67K - $9.39K
|
4.11K
$520K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-49- 30.25% |
$4.38K - $4.75K
|
113
$14.3K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.17K- 3.75% |
$350K - $399K
|
107K
$13.6M
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-334- 4.77% |
$28K - $31.9K
|
6.67K
$843K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-255- 46.36% |
$21.4K - $24.4K
|
295
$37.3K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-120- 4.35% |
$10.1K - $11.5K
|
2.64K
$334K
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23- 7.59% |
$1.93K - $2.2K
|
280
$35.4K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.15K- 37.49% |
$152K - $184K
|
3.59K
$453K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.39K- 23.26% |
$98.3K - $119K
|
4.59K
$580K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-152- 51.35% |
$10.7K - $13K
|
144
$18.2K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.43K- 39.86% |
$402K - $434K
|
8.2K
$1.04M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-800- 59.97% |
$59.2K - $64K
|
534
$67.5K
|