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 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$83.9 - $95.7
|
400
$46.3K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.25% |
$83.9 - $95.7
|
402
$46.6K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.07% |
$420 - $478
|
7.14K
$827K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6Closed |
$503 - $574
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 0.96% |
$587 - $670
|
725
$84K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11- 0.05% |
$923 - $1.05K
|
21.2K
$2.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12- 0.23% |
$1.01K - $1.15K
|
5.2K
$603K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-13- 0.27% |
$1.09K - $1.24K
|
4.78K
$554K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16- 0.1% |
$1.34K - $1.53K
|
15.9K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17- 0.46% |
$1.43K - $1.63K
|
3.64K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21- 0.39% |
$1.76K - $2.01K
|
5.37K
$622K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23- 7.59% |
$1.93K - $2.2K
|
280
$32.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-25- 0.89% |
$2.1K - $2.39K
|
2.77K
$321K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-26- 0.76% |
$2.18K - $2.49K
|
3.38K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-30- 0.86% |
$2.52K - $2.87K
|
3.48K
$402K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-38- 0.5% |
$3.19K - $3.63K
|
7.5K
$868K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-46- 0.29% |
$3.86K - $4.4K
|
15.9K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 1.23% |
$4.2K - $4.78K
|
4.01K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-50- 1.12% |
$4.2K - $4.78K
|
4.41K
$510K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-55- 0.32% |
$4.62K - $5.26K
|
17K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 9.76% |
$5.03K - $5.74K
|
555
$64.3K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-62- 0.51% |
$5.2K - $5.93K
|
12K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-72- 2.16% |
$6.04K - $6.89K
|
3.25K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-76- 2.09% |
$6.38K - $7.27K
|
3.57K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-79- 9.03% |
$6.63K - $7.56K
|
796
$92.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-84- 1.23% |
$7.05K - $8.03K
|
6.77K
$784K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-85- 0.96% |
$7.13K - $8.13K
|
8.8K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-87- 1.15% |
$7.3K - $8.32K
|
7.46K
$863K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-88- 1.53% |
$7.38K - $8.42K
|
5.66K
$655K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-91- 19.53% |
$7.64K - $8.7K
|
375
$43.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-95- 3.49% |
$7.97K - $9.09K
|
2.63K
$304K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.8% |
$8.39K - $9.57K
|
5.45K
$631K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-103- 3.21% |
$8.64K - $9.85K
|
3.1K
$359K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-116- 30.85% |
$9.73K - $11.1K
|
260
$30.1K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-120- 4.35% |
$10.1K - $11.5K
|
2.64K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-140- 4.93% |
$11.7K - $13.4K
|
2.7K
$313K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-168- 0.19% |
$14.1K - $16.1K
|
89.5K
$10.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-173- 24.06% |
$14.5K - $16.5K
|
546
$63.2K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-191- 1.81% |
$16K - $18.3K
|
10.4K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-196- 3.16% |
$16.4K - $18.7K
|
6.01K
$696K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-198- 2.06% |
$16.6K - $18.9K
|
9.43K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-220- 16.79% |
$18.5K - $21K
|
1.09K
$126K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-230- 6.08% |
$19.3K - $22K
|
3.56K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-234- 17.01% |
$19.6K - $22.4K
|
1.14K
$132K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-255- 46.36% |
$21.4K - $24.4K
|
295
$34.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-263- 6.92% |
$22.1K - $25.2K
|
3.54K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-276- 8.63% |
$23.2K - $26.4K
|
2.92K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-293- 4.25% |
$24.6K - $28K
|
6.61K
$765K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-298- 0.23% |
$25K - $28.5K
|
127K
$14.8M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-334- 6.0% |
$28K - $31.9K
|
5.24K
$606K
|