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 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.5K- 11.02% |
$996K - $1.08M
|
117K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.7K- 1.77% |
$1.5M - $1.63M
|
1.21M
$133M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24.9K- 64.68% |
$1.72M - $1.86M
|
13.6K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28K- 15.89% |
$1.93M - $2.09M
|
148K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32.4K- 86.18% |
$2.23M - $2.42M
|
5.2K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-35.1K- 17.24% |
$2.42M - $2.62M
|
169K
$18.6M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.4K- 4.99% |
$2.44M - $2.65M
|
674K
$74.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.4K- 4.99% |
$2.44M - $2.65M
|
674K
$74.5M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-43.7K- 99.38% |
$3.01M - $3.26M
|
273
$30.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-52.5K- 72.82% |
$3.62M - $3.93M
|
19.6K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62.6K- 17.04% |
$4.32M - $4.68M
|
305K
$33.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72.5K- 22.48% |
$5M - $5.42M
|
250K
$27.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-143K- 69.76% |
$9.87M - $10.7M
|
62.1K
$6.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-167K- 8.79% |
$11.5M - $12.5M
|
1.74M
$192M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-487K- 21.71% |
$33.5M - $36.4M
|
1.75M
$194M
|