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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-884- 17.93% |
$60.9K - $66.1K
|
4.05K
$468K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.12K- 50.66% |
$76.9K - $83.4K
|
1.09K
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 3.58% |
$77.9K - $84.5K
|
30.4K
$3.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.17K- 11.83% |
$80.8K - $87.6K
|
8.74K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 10.24% |
$82.7K - $89.7K
|
10.5K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.27K- 20.09% |
$87.5K - $94.9K
|
5.05K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 17.31% |
$94.3K - $102K
|
6.53K
$757K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.37K- 0.93% |
$94.5K - $103K
|
145K
$16.8M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.41K- 62.63% |
$97.2K - $105K
|
842
$97.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.44K- 3.47% |
$99.2K - $108K
|
40.1K
$4.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-1.46K- 5.42% |
$101K - $109K
|
25.5K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.47K- 5.53% |
$101K - $110K
|
25.1K
$2.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.56K- 20.22% |
$107K - $116K
|
6.14K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.61K- 25.35% |
$111K - $120K
|
4.74K
$549K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.62K- 10.98% |
$111K - $121K
|
13.1K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.63K- 12.34% |
$112K - $122K
|
11.6K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.97K- 36.27% |
$135K - $147K
|
3.45K
$400K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.97K- 33.11% |
$136K - $147K
|
3.98K
$460K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.97K- 24.79% |
$136K - $148K
|
5.99K
$693K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.99K- 32.97% |
$137K - $149K
|
4.05K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.05K- 9.98% |
$141K - $153K
|
18.5K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.35K- 0.68% |
$162K - $176K
|
344K
$39.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.36K- 21.49% |
$162K - $176K
|
8.61K
$997K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.4K- 18.15% |
$165K - $179K
|
10.8K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-2.45K- 3.84% |
$169K - $183K
|
61.3K
$7.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.46K- 8.86% |
$169K - $184K
|
25.3K
$2.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.67K- 67.96% |
$184K - $200K
|
1.26K
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.78K- 10.87% |
$191K - $208K
|
22.8K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.8K- 15.02% |
$193K - $209K
|
15.8K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.04K- 8.59% |
$209K - $227K
|
32.3K
$3.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.31K- 2.92% |
$228K - $247K
|
110K
$12.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.41K- 27.43% |
$235K - $255K
|
9.02K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-3.5K- 2.64% |
$241K - $262K
|
129K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.01K- 5.13% |
$277K - $300K
|
74.3K
$8.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.06K- 35.74% |
$280K - $304K
|
7.3K
$846K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-4.28K- 35.7% |
$295K - $320K
|
7.72K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.4K- 35.07% |
$441K - $478K
|
11.8K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-6.74K- 53.01% |
$464K - $504K
|
5.98K
$692K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.77K- 60.46% |
$466K - $506K
|
4.42K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.24K- 36.78% |
$568K - $616K
|
14.2K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.85K- 32.4% |
$610K - $662K
|
18.5K
$2.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.55K- 12.76% |
$658K - $714K
|
65.3K
$7.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.56K- 14.71% |
$659K - $715K
|
55.5K
$6.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.89K- 22.07% |
$681K - $739K
|
34.9K
$4.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.3K- 27.0% |
$711K - $771K
|
27.9K
$3.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12.9K- 98.89% |
$887K - $963K
|
144
$16.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.4K- 89.08% |
$920K - $998K
|
1.64K
$190K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.5K- 16.66% |
$927K - $1.01M
|
67.3K
$7.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.9K- 3.7% |
$960K - $1.04M
|
363K
$42.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14K- 10.08% |
$962K - $1.04M
|
124K
$14.4M
|