Purchases and Sales Made in Q3 2023 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.19MNew |
$88.1M - $95.2M
|
1.19M
$131M
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
844KNew |
$62.5M - $67.5M
|
844K
$93.2M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
486K+ 27.67% |
$35.9M - $38.9M
|
2.24M
$248M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
354K+ 698.24% |
$26.2M - $28.3M
|
405K
$44.7M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
97.4K+ 1800.81% |
$7.21M - $7.79M
|
103K
$11.4M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
81.7K+ 48.48% |
$6.05M - $6.54M
|
250K
$27.6M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.6K+ 6.47% |
$3.23M - $3.49M
|
718K
$79.3M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.6K+ 6.15% |
$3.08M - $3.33M
|
718K
$79.3M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 4.96% |
$1.33M - $1.44M
|
381K
$42.1M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16.3KNew |
$1.21M - $1.3M
|
16.3K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
12.3KNew |
$913K - $987K
|
12.3K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.3K+ 77.7% |
$911K - $985K
|
28.2K
$3.11M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.2KNew |
$752K - $813K
|
10.2K
$1.12M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
7.73K+ 5.38% |
$572K - $618K
|
151K
$16.7M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.25KNew |
$536K - $580K
|
7.25K
$800K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.56K+ 39.98% |
$411K - $444K
|
19.5K
$2.15M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.55KNew |
$337K - $364K
|
4.55K
$502K
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.46KNew |
$330K - $357K
|
4.46K
$493K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.93K+ 43.54% |
$290K - $314K
|
12.9K
$1.43M
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.92KNew |
$290K - $314K
|
3.92K
$433K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.78K+ 100.27% |
$280K - $302K
|
7.55K
$834K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.43K+ 26.12% |
$253K - $274K
|
16.5K
$1.83M
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.07KNew |
$227K - $245K
|
3.07K
$339K
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3KNew |
$222K - $240K
|
3K
$331K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.97KNew |
$220K - $237K
|
2.97K
$328K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.97KNew |
$219K - $237K
|
2.97K
$327K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.85K+ 4.37% |
$211K - $228K
|
68.1K
$7.52M
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.84KNew |
$210K - $227K
|
2.84K
$313K
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.4K+ 22.11% |
$178K - $192K
|
13.3K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.97K+ 57.1% |
$146K - $158K
|
5.42K
$599K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75K+ 5.54% |
$129K - $140K
|
33.2K
$3.67M
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
BUY
|
- |
1.51K+ 29.88% |
$112K - $121K
|
6.56K
$724K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.39K+ 24.26% |
$103K - $111K
|
7.14K
$788K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.37K+ 28.46% |
$101K - $110K
|
6.19K
$684K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.14K+ 9.87% |
$84.3K - $91.2K
|
12.7K
$1.4M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 7.34% |
$83.9K - $90.7K
|
16.6K
$1.83M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07K+ 2.57% |
$79.1K - $85.5K
|
42.7K
$4.72M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
951+ 0.83% |
$70.4K - $76.1K
|
116K
$12.8M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
875+ 29.81% |
$64.7K - $70K
|
3.81K
$421K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
783+ 1.59% |
$57.9K - $62.6K
|
50K
$5.52M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
650New |
$48.1K - $52K
|
650
$71.8K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
595+ 9.11% |
$44K - $47.6K
|
7.13K
$787K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
593New |
$43.9K - $47.4K
|
593
$65.5K
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
554+ 0.89% |
$41K - $44.3K
|
62.6K
$6.92M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
521+ 1.06% |
$38.5K - $41.7K
|
49.7K
$5.49M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
513+ 0.47% |
$38K - $41K
|
111K
$12.2M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
459+ 0.27% |
$34K - $36.7K
|
173K
$19.1M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
458New |
$33.9K - $36.6K
|
458
$50.6K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
404New |
$29.9K - $32.3K
|
404
$44.6K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
392+ 1.06% |
$29K - $31.4K
|
37.3K
$4.12M
|