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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
339+ 9.8% |
$25.1K - $27.1K
|
3.8K
$423K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
300New |
$22.2K - $24K
|
300
$33.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
275+ 13.53% |
$20.3K - $22K
|
2.31K
$257K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
258+ 2.19% |
$19.1K - $20.6K
|
12.1K
$1.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
219New |
$16.2K - $17.5K
|
219
$24.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
203New |
$15K - $16.2K
|
203
$22.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$14.8K - $16K
|
200
$22.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
193+ 2757.14% |
$14.3K - $15.4K
|
200
$22.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
180+ 1.27% |
$13.3K - $14.4K
|
14.4K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
175+ 5.81% |
$12.9K - $14K
|
3.19K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
172+ 6.29% |
$12.7K - $13.8K
|
2.91K
$324K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
148+ 3.28% |
$11K - $11.8K
|
4.65K
$519K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
113+ 0.36% |
$8.36K - $9.04K
|
31.6K
$3.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
106New |
$7.84K - $8.48K
|
106
$11.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
87New |
$6.44K - $6.96K
|
87
$9.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
84+ 2.12% |
$6.22K - $6.72K
|
4.05K
$452K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
80New |
$5.92K - $6.4K
|
80
$8.92K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
79New |
$5.85K - $6.32K
|
79
$8.81K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
76New |
$5.62K - $6.08K
|
76
$8.47K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 1.11% |
$5.55K - $6K
|
6.82K
$761K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
65+ 1.54% |
$4.81K - $5.2K
|
4.28K
$477K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
60New |
$4.44K - $4.8K
|
60
$6.69K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
54New |
$4K - $4.32K
|
54
$6.02K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
45+ 0.87% |
$3.33K - $3.6K
|
5.25K
$585K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
19+ 0.54% |
$1.41K - $1.52K
|
3.57K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 9.26% |
$370 - $400
|
59
$6.58K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 0.03% |
$148 - $160
|
7.8K
$869K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$74 - $80
|
14.1K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.08% |
$740 - $800
|
12K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-12- 0.16% |
$888 - $960
|
7.29K
$813K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13- 0.13% |
$962 - $1.04K
|
10.1K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-13- 0.08% |
$962 - $1.04K
|
15.9K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-20- 0.03% |
$1.48K - $1.6K
|
61.3K
$6.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-20- 0.28% |
$1.48K - $1.6K
|
7.25K
$808K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-24- 0.71% |
$1.78K - $1.92K
|
3.36K
$374K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26- 0.1% |
$1.92K - $2.08K
|
25.2K
$2.81M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-26- 0.03% |
$1.92K - $2.08K
|
84.3K
$9.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-30- 1.06% |
$2.22K - $2.4K
|
2.8K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33- 0.77% |
$2.44K - $2.64K
|
4.26K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-35- 0.52% |
$2.59K - $2.8K
|
6.75K
$752K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-38- 5.03% |
$2.81K - $3.04K
|
718
$80.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-43- 0.82% |
$3.18K - $3.44K
|
5.19K
$579K
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-46- 0.8% |
$3.4K - $3.68K
|
5.74K
$639K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-50- 1.41% |
$3.7K - $4K
|
3.51K
$391K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-53- 13.32% |
$3.92K - $4.24K
|
345
$38.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-65- 6.81% |
$4.81K - $5.2K
|
890
$99.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-65- 1.35% |
$4.81K - $5.2K
|
4.75K
$529K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-66- 1.65% |
$4.88K - $5.28K
|
3.94K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-69- 0.09% |
$5.11K - $5.52K
|
80.6K
$8.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-85- 38.29% |
$6.29K - $6.8K
|
137
$15.3K
|