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 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-5K- 50.01% |
$341K - $410K
|
5K
$552K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.45K- 5.65% |
$372K - $447K
|
90.9K
$10M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.86K- 1.53% |
$400K - $481K
|
377K
$41.7M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.17K- 18.83% |
$421K - $506K
|
26.6K
$2.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-8.98K- 71.03% |
$612K - $736K
|
3.66K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.76K- 2.74% |
$666K - $801K
|
347K
$38.3M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.88K- 10.83% |
$674K - $811K
|
81.4K
$8.99M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.4K- 55.8% |
$708K - $851K
|
8.22K
$907K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 32.65% |
$738K - $887K
|
22.3K
$2.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.9K- 41.66% |
$812K - $976K
|
16.7K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-15.8K- 71.26% |
$1.07M - $1.29M
|
6.35K
$702K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 16.25% |
$1.14M - $1.37M
|
86K
$9.5M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-17.1K- 21.2% |
$1.17M - $1.41M
|
63.8K
$7.04M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.9K- 43.56% |
$1.22M - $1.47M
|
23.2K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.1K- 1.0% |
$1.31M - $1.57M
|
1.9M
$210M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.1K- 3.01% |
$1.51M - $1.81M
|
710K
$78.4M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.1K- 3.01% |
$1.51M - $1.81M
|
710K
$78.4M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22.6K- 83.65% |
$1.54M - $1.85M
|
4.41K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.5K- 7.19% |
$1.94M - $2.34M
|
368K
$40.6M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.8K- 52.85% |
$3.47M - $4.17M
|
45.4K
$5.01M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-62.2K- 43.51% |
$4.24M - $5.1M
|
80.7K
$8.92M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-71.2KClosed |
$4.85M - $5.84M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73.6K- 5.65% |
$5.02M - $6.04M
|
1.23M
$136M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-89.1K- 39.16% |
$6.08M - $7.31M
|
138K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-225K- 99.01% |
$15.3M - $18.4M
|
2.25K
$249K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-619K- 27.62% |
$42.2M - $50.8M
|
1.62M
$179M
|