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 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-550- 9.17% |
$37.5K - $45.1K
|
5.45K
$602K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-574- 4.58% |
$39.2K - $47.1K
|
12K
$1.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-575- 14.25% |
$39.2K - $47.2K
|
3.46K
$382K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-576- 74.23% |
$39.3K - $47.3K
|
200
$22.1K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-596- 1.85% |
$40.7K - $48.9K
|
31.6K
$3.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-695- 5.25% |
$47.4K - $57K
|
12.5K
$1.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-708- 6.71% |
$48.3K - $58.1K
|
9.85K
$1.09M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-710- 5.01% |
$48.4K - $58.3K
|
13.5K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-720- 5.18% |
$49.1K - $59.1K
|
13.2K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-742- 1.75% |
$50.6K - $60.9K
|
41.5K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-756- 4.72% |
$51.6K - $62K
|
15.2K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-782- 15.09% |
$53.4K - $64.2K
|
4.4K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-837- 0.19% |
$57.1K - $68.7K
|
440K
$48.6M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-871- 19.06% |
$59.4K - $71.5K
|
3.7K
$409K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-881Closed |
$60.1K - $72.3K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-909- 19.66% |
$62K - $74.6K
|
3.72K
$410K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-962- 1.46% |
$65.6K - $78.9K
|
65K
$7.18M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-982- 2.67% |
$67K - $80.6K
|
35.8K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-987- 2.76% |
$67.3K - $81K
|
34.8K
$3.84M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.02K- 0.88% |
$69.5K - $83.5K
|
115K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.03K- 20.92% |
$70.3K - $84.6K
|
3.9K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 5.55% |
$74.8K - $89.9K
|
18.6K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.15K- 13.29% |
$78.1K - $93.9K
|
7.47K
$825K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.17K- 94.97% |
$79.8K - $96K
|
62
$6.85K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.26K- 19.64% |
$86.1K - $104K
|
5.16K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.34K- 93.85% |
$91.6K - $110K
|
88
$9.72K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.47K- 11.79% |
$100K - $120K
|
11K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.53K- 5.22% |
$104K - $125K
|
27.8K
$3.07M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.62K- 29.13% |
$110K - $133K
|
3.93K
$434K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.69K- 5.83% |
$115K - $139K
|
27.3K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.72K- 16.68% |
$118K - $141K
|
8.61K
$951K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 19.18% |
$121K - $145K
|
7.46K
$824K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.82K- 1.35% |
$124K - $149K
|
132K
$14.6M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.87K- 13.48% |
$128K - $153K
|
12K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.9K- 23.11% |
$130K - $156K
|
6.32K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.99K- 20.25% |
$136K - $163K
|
7.85K
$867K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.08K- 13.63% |
$142K - $171K
|
13.2K
$1.46M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-2.25K- 15.04% |
$154K - $185K
|
12.7K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.54K- 1.9% |
$173K - $208K
|
131K
$14.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.61K- 84.8% |
$178K - $214K
|
467
$51.6K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.22K- 52.31% |
$220K - $264K
|
2.94K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.24K- 50.01% |
$221K - $266K
|
3.24K
$358K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.39K- 29.87% |
$231K - $278K
|
7.96K
$879K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-3.62K- 55.02% |
$247K - $297K
|
2.96K
$327K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.96K- 26.16% |
$270K - $325K
|
11.2K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.18K- 35.39% |
$285K - $343K
|
7.63K
$843K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.34K- 42.36% |
$296K - $356K
|
5.91K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.54K- 10.76% |
$310K - $372K
|
37.6K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.71K- 3.98% |
$321K - $386K
|
113K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.86K- 2.69% |
$332K - $399K
|
176K
$19.4M
|