Purchases and Sales Made in Q2 2024 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-397- 14.54% |
$35.5K - $38.4K
|
2.33K
$270K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-420- 7.97% |
$37.5K - $40.7K
|
4.85K
$561K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-421- 0.11% |
$37.6K - $40.8K
|
367K
$42.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-425- 1.15% |
$38K - $41.2K
|
36.5K
$4.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-432- 15.23% |
$38.6K - $41.8K
|
2.41K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-452- 8.41% |
$40.4K - $43.8K
|
4.93K
$570K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-479- 7.97% |
$42.8K - $46.4K
|
5.53K
$641K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-486- 4.03% |
$43.4K - $47.1K
|
11.6K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-492- 2.64% |
$44K - $47.7K
|
18.1K
$2.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-515- 4.08% |
$46K - $49.9K
|
12.1K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-525- 1.4% |
$46.9K - $50.8K
|
36.9K
$4.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-537- 0.36% |
$48K - $52K
|
148K
$17.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-545- 7.87% |
$48.7K - $52.8K
|
6.38K
$739K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-558- 11.67% |
$49.9K - $54K
|
4.22K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-629- 3.11% |
$56.2K - $60.9K
|
19.6K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-649- 21.15% |
$58K - $62.9K
|
2.42K
$280K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-650- 6.85% |
$58.1K - $63K
|
8.84K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-708- 4.51% |
$63.3K - $68.6K
|
15K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-758- 11.42% |
$67.8K - $73.4K
|
5.88K
$681K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-789- 3.14% |
$70.5K - $76.4K
|
24.3K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-796- 3.94% |
$71.2K - $77.1K
|
19.4K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-807- 11.84% |
$72.1K - $78.2K
|
6.01K
$696K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-827- 11.09% |
$73.9K - $80.1K
|
6.63K
$768K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-835- 4.32% |
$74.6K - $80.9K
|
18.5K
$2.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-860- 4.07% |
$76.9K - $83.3K
|
20.3K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.03K- 90.11% |
$92K - $99.7K
|
113
$13.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.11K- 2.03% |
$99.4K - $108K
|
53.7K
$6.22M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.14K- 14.58% |
$102K - $110K
|
6.66K
$771K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.19K- 1.77% |
$106K - $115K
|
65.9K
$7.63M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.21K- 4.75% |
$108K - $117K
|
24.3K
$2.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.33K- 13.95% |
$119K - $129K
|
8.21K
$951K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.45K- 4.86% |
$130K - $141K
|
28.4K
$3.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.5K- 55.51% |
$134K - $145K
|
1.2K
$139K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.55K- 31.83% |
$139K - $150K
|
3.32K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.6K- 22.39% |
$143K - $155K
|
5.54K
$642K
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.63K- 19.69% |
$146K - $158K
|
6.65K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.69K- 38.87% |
$151K - $163K
|
2.65K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.92K- 14.98% |
$172K - $186K
|
10.9K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.23K- 1.75% |
$200K - $216K
|
125K
$14.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.25K- 20.72% |
$201K - $218K
|
8.6K
$996K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.27K- 13.25% |
$203K - $220K
|
14.9K
$1.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.76K- 4.67% |
$246K - $267K
|
56.2K
$6.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.53K- 61.09% |
$316K - $342K
|
2.25K
$260K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.57K- 41.74% |
$319K - $346K
|
4.99K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-3.6K- 2.81% |
$322K - $349K
|
124K
$14.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.81K- 5.36% |
$340K - $369K
|
67.2K
$7.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.06K- 3.52% |
$363K - $393K
|
111K
$12.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-4.6K- 54.86% |
$411K - $445K
|
3.78K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.1K- 1.72% |
$455K - $493K
|
292K
$33.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-8.65K- 3.37% |
$773K - $838K
|
248K
$28.7M
|