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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
763+ 2.2% |
$52.1K - $62.6K
|
35.4K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
759+ 3.5% |
$51.8K - $62.3K
|
22.4K
$2.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
717+ 19.95% |
$48.9K - $58.8K
|
4.31K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
652+ 7.29% |
$44.5K - $53.5K
|
9.59K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
645+ 4.5% |
$44K - $52.9K
|
15K
$1.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
626+ 8.85% |
$42.7K - $51.4K
|
7.7K
$892K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
600+ 0.52% |
$40.9K - $49.2K
|
115K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
570+ 20.8% |
$38.9K - $46.8K
|
3.31K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
554+ 15.7% |
$37.8K - $45.5K
|
4.08K
$473K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
550+ 4.9% |
$37.5K - $45.1K
|
11.8K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
465+ 11.52% |
$31.7K - $38.2K
|
4.5K
$521K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
450+ 11.38% |
$30.7K - $36.9K
|
4.4K
$510K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
414New |
$28.2K - $34K
|
414
$47.9K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
392+ 0.48% |
$26.7K - $32.2K
|
82.3K
$9.53M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
339+ 9.01% |
$23.1K - $27.8K
|
4.1K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
314+ 7.28% |
$21.4K - $25.8K
|
4.63K
$536K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
209+ 0.84% |
$14.3K - $17.1K
|
25.2K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
200+ 3.45% |
$13.6K - $16.4K
|
6K
$694K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
185+ 5.56% |
$12.6K - $15.2K
|
3.52K
$407K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
144+ 94.74% |
$9.83K - $11.8K
|
296
$34.3K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
138+ 45.7% |
$9.42K - $11.3K
|
440
$51K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
125+ 3.25% |
$8.53K - $10.3K
|
3.97K
$459K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
110+ 22.4% |
$7.51K - $9.03K
|
601
$69.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
95New |
$6.48K - $7.79K
|
95
$11K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
95+ 5.05% |
$6.48K - $7.79K
|
1.98K
$229K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
75+ 0.39% |
$5.12K - $6.15K
|
19.2K
$2.22M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
75+ 2.24% |
$5.12K - $6.15K
|
3.42K
$396K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
73+ 0.43% |
$4.98K - $5.99K
|
17.2K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
69+ 0.34% |
$4.71K - $5.66K
|
20.5K
$2.38M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
53+ 19.7% |
$3.62K - $4.35K
|
322
$37.3K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
52+ 0.48% |
$3.55K - $4.27K
|
11K
$1.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50+ 0.51% |
$3.41K - $4.1K
|
9.91K
$1.15M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50+ 1.59% |
$3.41K - $4.1K
|
3.2K
$371K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41+ 2.09% |
$2.8K - $3.36K
|
2K
$232K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25+ 0.88% |
$1.71K - $2.05K
|
2.88K
$333K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.28% |
$1.3K - $1.56K
|
6.73K
$780K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.47% |
$1.3K - $1.56K
|
4.05K
$468K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15New |
$1.02K - $1.23K
|
15
$1.74K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14+ 0.48% |
$955 - $1.15K
|
2.92K
$338K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.29% |
$955 - $1.15K
|
4.8K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.15% |
$819 - $985
|
7.88K
$912K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.14% |
$682 - $821
|
7.3K
$845K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9+ 0.12% |
$614 - $738
|
7.34K
$850K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8New |
$546 - $656
|
8
$926
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6+ 0.13% |
$409 - $492
|
4.69K
$543K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5+ 0.12% |
$341 - $410
|
4.29K
$497K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
4+ 0.11% |
$273 - $328
|
3.65K
$422K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.53% |
$273 - $328
|
753
$87.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.51% |
$205 - $246
|
592
$68.6K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.57% |
$205 - $246
|
530
$61.4K
|