Purchases and Sales Made in Q1 2024 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q1 2024. 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, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
783New |
$65.7K - $74.9K
|
783
$86.5K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
718+ 1.33% |
$60.2K - $68.7K
|
54.8K
$6.05M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
652+ 7.38% |
$54.7K - $62.4K
|
9.49K
$1.05M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
555+ 19.09% |
$46.6K - $53.1K
|
3.46K
$383K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
531+ 21.1% |
$44.6K - $50.8K
|
3.05K
$337K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
496+ 6.29% |
$41.6K - $47.4K
|
8.38K
$926K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
449+ 13.51% |
$37.7K - $42.9K
|
3.77K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
439+ 1.81% |
$36.8K - $42K
|
24.8K
$2.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
399+ 4.22% |
$33.5K - $38.2K
|
9.85K
$1.09M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
399+ 17.1% |
$33.5K - $38.2K
|
2.73K
$302K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
390+ 70.65% |
$32.7K - $37.3K
|
942
$104K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
384+ 5.18% |
$32.2K - $36.7K
|
7.8K
$861K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
365+ 13.49% |
$30.6K - $34.9K
|
3.07K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
269+ 498.15% |
$22.6K - $25.7K
|
323
$35.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
222+ 4.68% |
$18.6K - $21.2K
|
4.97K
$549K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
220+ 5.85% |
$18.5K - $21K
|
3.98K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
219+ 1.19% |
$18.4K - $20.9K
|
18.6K
$2.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
192+ 5.0% |
$16.1K - $18.4K
|
4.03K
$445K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
180+ 18.0% |
$15.1K - $17.2K
|
1.18K
$130K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
179+ 3.52% |
$15K - $17.1K
|
5.26K
$581K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
174New |
$14.6K - $16.6K
|
174
$19.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
173New |
$14.5K - $16.5K
|
173
$19.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
150+ 81.08% |
$12.6K - $14.3K
|
335
$37K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
143+ 2.9% |
$12K - $13.7K
|
5.07K
$560K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
91New |
$7.64K - $8.7K
|
91
$10.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
86New |
$7.22K - $8.23K
|
86
$9.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
71+ 0.39% |
$5.96K - $6.79K
|
18.4K
$2.04M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
70+ 2.88% |
$5.87K - $6.7K
|
2.5K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
68+ 4.52% |
$5.71K - $6.5K
|
1.57K
$174K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
61+ 0.89% |
$5.12K - $5.83K
|
6.91K
$763K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$4.2K - $4.78K
|
50
$5.52K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$3.36K - $3.83K
|
40
$4.42K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
36+ 0.32% |
$3.02K - $3.44K
|
11.1K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
35+ 0.52% |
$2.94K - $3.35K
|
6.82K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20+ 66.67% |
$1.68K - $1.91K
|
50
$5.52K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
14+ 0.27% |
$1.17K - $1.34K
|
5.2K
$575K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14+ 0.12% |
$1.17K - $1.34K
|
12.1K
$1.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.32% |
$1.09K - $1.24K
|
4.12K
$455K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10+ 0.33% |
$839 - $957
|
3.04K
$336K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.21% |
$839 - $957
|
4.79K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.11% |
$671 - $765
|
7.52K
$830K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$420 - $478
|
2.94K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.14% |
$336 - $383
|
2.82K
$311K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3New |
$252 - $287
|
3
$331
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.41% |
$252 - $287
|
728
$80.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$168 - $191
|
625
$69K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2+ 0.36% |
$168 - $191
|
565
$62.4K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.27% |
$168 - $191
|
743
$82.1K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$168 - $191
|
7.07K
$781K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$83.9 - $95.7
|
2.81K
$311K
|