Purchases and Sales Made in Q1 2023 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
124K+ 8.29% |
$8.47M - $10.2M
|
1.62M
$181M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
73.7KNew |
$5.03M - $6.05M
|
73.7K
$8.22M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
62K+ 100040.32% |
$4.23M - $5.09M
|
62.1K
$6.93M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
60.1K+ 41.82% |
$4.1M - $4.93M
|
204K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53K+ 209.23% |
$3.61M - $4.34M
|
78.3K
$8.73M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.2KNew |
$2.61M - $3.13M
|
38.2K
$4.26M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
37.6K+ 3118.64% |
$2.57M - $3.09M
|
38.8K
$4.33M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
31.6K+ 988.18% |
$2.16M - $2.59M
|
34.8K
$3.88M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
28.3K+ 121.2% |
$1.93M - $2.33M
|
51.7K
$5.77M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
22.1K+ 25.07% |
$1.51M - $1.81M
|
110K
$12.3M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
15KNew |
$1.02M - $1.23M
|
15K
$1.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.6K+ 25.48% |
$999K - $1.2M
|
72.1K
$8.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13KNew |
$889K - $1.07M
|
13K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10KNew |
$683K - $821K
|
10K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.59K+ 27.21% |
$654K - $786K
|
44.8K
$5M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.37K+ 173.14% |
$639K - $768K
|
14.8K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55K+ 224.39% |
$583K - $701K
|
12.4K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.64K+ 4.05% |
$453K - $545K
|
171K
$19M
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.04KNew |
$412K - $495K
|
6.04K
$673K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
5.75K+ 6.23% |
$392K - $472K
|
98K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.69K+ 1.8% |
$388K - $467K
|
323K
$36M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.36K+ 7.71% |
$365K - $439K
|
74.8K
$8.35M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.28KNew |
$360K - $433K
|
5.28K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.27K+ 40.61% |
$359K - $432K
|
18.2K
$2.03M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.35KNew |
$297K - $357K
|
4.35K
$485K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.34KNew |
$296K - $356K
|
4.34K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.27KNew |
$292K - $351K
|
4.27K
$477K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.17K+ 12.1% |
$284K - $342K
|
38.6K
$4.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.12KNew |
$281K - $338K
|
4.12K
$460K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
3.82K+ 2.89% |
$260K - $313K
|
136K
$15.2M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.7KNew |
$252K - $303K
|
3.7K
$412K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.68KNew |
$251K - $302K
|
3.68K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.2K+ 27.7% |
$218K - $262K
|
14.7K
$1.64M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.13KNew |
$214K - $257K
|
3.13K
$350K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.01KNew |
$205K - $247K
|
3.01K
$335K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
3KNew |
$205K - $246K
|
3K
$335K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.54K+ 23.79% |
$173K - $208K
|
13.2K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
2.53K+ 81.51% |
$173K - $208K
|
5.63K
$629K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.48K+ 11.29% |
$169K - $204K
|
24.5K
$2.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.23K+ 38.88% |
$152K - $183K
|
7.96K
$888K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.77K+ 675.57% |
$121K - $145K
|
2.03K
$227K
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 0.76% |
$106K - $127K
|
205K
$22.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.39K+ 12.62% |
$95K - $114K
|
12.4K
$1.39M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.15K+ 1303.41% |
$78.3K - $94.1K
|
1.24K
$138K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 23.7% |
$70.8K - $85.2K
|
5.42K
$604K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.03K+ 3.91% |
$70.4K - $84.7K
|
27.4K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
965+ 28.96% |
$65.8K - $79.2K
|
4.3K
$479K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
918+ 71.44% |
$62.6K - $75.3K
|
2.2K
$246K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
822+ 10.18% |
$56.1K - $67.4K
|
8.9K
$992K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
793+ 1.45% |
$54.1K - $65.1K
|
55.5K
$6.19M
|