Purchases and Sales Made in Q2 2023 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.38% |
$68.9 - $74.7
|
266
$29.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.08% |
$68.9 - $74.7
|
1.31K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.14% |
$68.9 - $74.7
|
715
$79K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$207 - $224
|
2.91K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10- 28.57% |
$689 - $747
|
25
$2.76K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-39- 1.14% |
$2.69K - $2.91K
|
3.38K
$373K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-40- 9.52% |
$2.76K - $2.99K
|
380
$42K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-42- 0.8% |
$2.89K - $3.14K
|
5.23K
$578K
|
|
|
Aug 07, 2023
Q2 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-44- 1.53% |
$3.03K - $3.29K
|
2.83K
$313K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 1.46% |
$3.45K - $3.74K
|
3.38K
$373K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-50- 0.92% |
$3.45K - $3.74K
|
5.4K
$596K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-61- 89.71% |
$4.2K - $4.56K
|
7
$773
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64- 1.73% |
$4.41K - $4.78K
|
3.64K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-80- 2.05% |
$5.51K - $5.98K
|
3.82K
$422K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 31.06% |
$6.89K - $7.47K
|
222
$24.5K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-120- 3.27% |
$8.27K - $8.97K
|
3.55K
$392K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-131- 3.17% |
$9.03K - $9.79K
|
4K
$442K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-150- 13.04% |
$10.3K - $11.2K
|
1K
$110K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-153- 1.78% |
$10.5K - $11.4K
|
8.46K
$934K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-164- 0.98% |
$11.3K - $12.3K
|
16.5K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-170- 36.17% |
$11.7K - $12.7K
|
300
$33.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-191- 2.64% |
$13.2K - $14.3K
|
7.05K
$779K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200- 4.45% |
$13.8K - $14.9K
|
4.29K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-230- 1.2% |
$15.8K - $17.2K
|
18.9K
$2.09M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 2.23% |
$20.7K - $22.4K
|
13.2K
$1.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-325- 1.18% |
$22.4K - $24.3K
|
27.1K
$2.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-331- 4.36% |
$22.8K - $24.7K
|
7.27K
$803K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-339- 8.27% |
$23.4K - $25.3K
|
3.76K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-378- 4.96% |
$26K - $28.3K
|
7.25K
$801K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-391- 4.96% |
$26.9K - $29.2K
|
7.49K
$827K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-409- 8.84% |
$28.2K - $30.6K
|
4.22K
$466K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-419- 5.1% |
$28.9K - $31.3K
|
7.8K
$861K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-432- 92.51% |
$29.8K - $32.3K
|
35
$3.87K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-453- 10.77% |
$31.2K - $33.9K
|
3.75K
$415K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-460- 7.78% |
$31.7K - $34.4K
|
5.45K
$602K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-465- 12.34% |
$32K - $34.8K
|
3.3K
$365K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-468- 66.38% |
$32.2K - $35K
|
237
$26.2K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 8.34% |
$34.5K - $37.4K
|
5.5K
$607K
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-501- 1.54% |
$34.5K - $37.4K
|
32K
$3.54M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-517- 12.67% |
$35.6K - $38.6K
|
3.57K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-543- 6.92% |
$37.4K - $40.6K
|
7.3K
$807K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-566- 15.46% |
$39K - $42.3K
|
3.1K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-600- 0.52% |
$41.3K - $44.8K
|
115K
$12.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-600- 12.48% |
$41.3K - $44.8K
|
4.21K
$465K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-622- 12.05% |
$42.9K - $46.5K
|
4.54K
$501K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-645- 7.23% |
$44.4K - $48.2K
|
8.27K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-679- 0.83% |
$46.8K - $50.7K
|
80.7K
$8.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-686- 9.19% |
$47.3K - $51.3K
|
6.78K
$749K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-756- 37.2% |
$52.1K - $56.5K
|
1.28K
$141K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-819- 6.2% |
$56.4K - $61.2K
|
12.4K
$1.37M
|