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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-49- 30.25% |
$4.38K - $4.75K
|
113
$13.1K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.17K- 3.75% |
$350K - $399K
|
107K
$12.5M
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-334- 4.77% |
$28K - $31.9K
|
6.67K
$775K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-255- 46.36% |
$21.4K - $24.4K
|
295
$34.3K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-120- 4.35% |
$10.1K - $11.5K
|
2.64K
$307K
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23- 7.59% |
$1.93K - $2.2K
|
280
$32.5K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.15K- 37.49% |
$152K - $184K
|
3.59K
$416K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.39K- 23.26% |
$98.3K - $119K
|
4.59K
$533K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-250- 8.43% |
$17.7K - $21.4K
|
2.71K
$315K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-152- 51.35% |
$10.7K - $13K
|
144
$16.7K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.43K- 39.86% |
$402K - $434K
|
8.2K
$952K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-800- 59.97% |
$59.2K - $64K
|
534
$62K
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-714- 9.21% |
$52.8K - $57.1K
|
7.04K
$818K
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-640- 7.74% |
$47.4K - $51.2K
|
7.63K
$886K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-449- 83.3% |
$33.2K - $35.9K
|
90
$10.5K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-255- 23.46% |
$18.9K - $20.4K
|
832
$96.7K
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-30- 1.06% |
$2.22K - $2.4K
|
2.8K
$326K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.41K- 62.63% |
$97.2K - $105K
|
842
$97.8K
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 8.34% |
$34.5K - $37.4K
|
5.5K
$638K
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-170- 36.17% |
$11.7K - $12.7K
|
300
$34.9K
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-150- 13.04% |
$10.3K - $11.2K
|
1K
$116K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-40- 9.52% |
$2.76K - $2.99K
|
380
$44.1K
|
|
Q1 2023 | |||||||
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-71.2KClosed |
$4.85M - $5.84M
|
0
$0
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.45K- 5.65% |
$372K - $447K
|
90.9K
$10.6M
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-5K- 50.01% |
$341K - $410K
|
5K
$580K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.24K- 50.01% |
$221K - $266K
|
3.24K
$376K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-881Closed |
$60.1K - $72.3K
|
0
$0
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-695- 5.25% |
$47.4K - $57K
|
12.5K
$1.46M
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-576- 74.23% |
$39.3K - $47.3K
|
200
$23.2K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-390- 11.38% |
$26.6K - $32K
|
3.04K
$353K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-350- 59.73% |
$23.9K - $28.7K
|
236
$27.4K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-113- 10.66% |
$7.71K - $9.27K
|
947
$110K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-73- 1.25% |
$4.98K - $5.99K
|
5.75K
$668K
|
|
Q4 2022 | |||||||
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.42K- 17.65% |
$434K - $516K
|
30K
$3.48M
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-5.34KClosed |
$361K - $429K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-2.99K- 6.06% |
$202K - $240K
|
46.3K
$5.38M
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.67K- 31.98% |
$113K - $134K
|
3.55K
$412K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-372- 11.87% |
$25.2K - $29.9K
|
2.76K
$321K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-334- 23.93% |
$22.6K - $26.8K
|
1.06K
$123K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-245- 61.1% |
$16.6K - $19.7K
|
156
$18.1K
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-140- 3.74% |
$9.47K - $11.3K
|
3.6K
$418K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-90- 23.08% |
$6.09K - $7.23K
|
300
$34.9K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-67- 2.14% |
$4.53K - $5.39K
|
3.07K
$356K
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-120K- 64.09% |
$8.13M - $9.61M
|
67.5K
$7.84M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.62K- 50.17% |
$245K - $289K
|
3.6K
$418K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-720- 5.63% |
$48.6K - $57.5K
|
12.1K
$1.4M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-69- 4.44% |
$4.66K - $5.51K
|
1.49K
$173K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 58.93% |
$2.23K - $2.63K
|
23
$2.67K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-60.2KClosed |
$4.09M - $5.08M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15.1KClosed |
$1.03M - $1.28M
|
0
$0
|