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 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.49% |
$205 - $246
|
615
$67.9K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3+ 0.07% |
$205 - $246
|
4.21K
$465K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.27% |
$136 - $164
|
735
$81.2K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.51% |
$136 - $164
|
396
$43.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 11.76% |
$136 - $164
|
19
$2.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$68.2 - $82.1
|
4.13K
$456K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.08% |
$68.2 - $82.1
|
1.31K
$144K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.22% |
$68.2 - $82.1
|
466
$51.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.38% |
$68.2 - $82.1
|
265
$29.3K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.4% |
$68.2 - $82.1
|
254
$28.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$68.2 - $82.1
|
1.78K
$197K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- -0.0% |
$136 - $164
|
43.9K
$4.85M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7- 0.19% |
$478 - $574
|
3.76K
$415K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12- 0.05% |
$819 - $985
|
25.6K
$2.82M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-33- 0.45% |
$2.25K - $2.71K
|
7.24K
$800K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-36- 0.23% |
$2.46K - $2.95K
|
15.9K
$1.76M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-40- 2.09% |
$2.73K - $3.28K
|
1.88K
$207K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-50- 1.48% |
$3.41K - $4.1K
|
3.32K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-65- 8.34% |
$4.43K - $5.33K
|
714
$78.9K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-73- 1.25% |
$4.98K - $5.99K
|
5.75K
$635K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-97- 0.6% |
$6.62K - $7.96K
|
15.9K
$1.76M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-97- 0.6% |
$6.62K - $7.96K
|
15.9K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 2.83% |
$6.82K - $8.21K
|
3.43K
$379K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-113- 10.66% |
$7.71K - $9.27K
|
947
$105K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-132- 66.0% |
$9.01K - $10.8K
|
68
$7.51K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-144- 3.11% |
$9.83K - $11.8K
|
4.49K
$496K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-150- 4.82% |
$10.2K - $12.3K
|
2.96K
$327K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-151- 90.96% |
$10.3K - $12.4K
|
15
$1.66K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-156- 2.65% |
$10.6K - $12.8K
|
5.74K
$634K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-160- 0.99% |
$10.9K - $13.1K
|
16K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-174- 5.7% |
$11.9K - $14.3K
|
2.88K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-180- 0.55% |
$12.3K - $14.8K
|
32.5K
$3.59M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-196- 5.07% |
$13.4K - $16.1K
|
3.67K
$405K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-198- 11.33% |
$13.5K - $16.2K
|
1.55K
$171K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-198- 3.4% |
$13.5K - $16.2K
|
5.62K
$621K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-223- 1.86% |
$15.2K - $18.3K
|
11.8K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-238- 10.79% |
$16.2K - $19.5K
|
1.97K
$217K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-239- 17.45% |
$16.3K - $19.6K
|
1.13K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-284- 7.74% |
$19.4K - $23.3K
|
3.38K
$374K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-288- 7.1% |
$19.7K - $23.6K
|
3.77K
$416K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-300- 2.5% |
$20.5K - $24.6K
|
11.7K
$1.29M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-350- 59.73% |
$23.9K - $28.7K
|
236
$26.1K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-365- 0.25% |
$24.9K - $29.9K
|
147K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-367- 0.82% |
$25K - $30.1K
|
44.5K
$4.92M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-384- 4.63% |
$26.2K - $31.5K
|
7.9K
$873K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-390- 11.38% |
$26.6K - $32K
|
3.04K
$335K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-392- 7.37% |
$26.7K - $32.2K
|
4.93K
$544K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-402- 5.03% |
$27.4K - $33K
|
7.6K
$839K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-453- 3.12% |
$30.9K - $37.2K
|
14.1K
$1.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-485- 7.55% |
$33.1K - $39.8K
|
5.94K
$656K
|