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 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.52K- 93.1% |
$113K - $122K
|
113
$12.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.72K- 5.67% |
$128K - $138K
|
28.7K
$3.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.75K- 9.45% |
$129K - $140K
|
16.7K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.16K- 7.75% |
$160K - $173K
|
25.7K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.5K- 1.72% |
$185K - $200K
|
143K
$15.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.68K- 31.11% |
$198K - $214K
|
5.93K
$655K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.22K- 2.76% |
$238K - $258K
|
114K
$12.5M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-3.26K- 4.37% |
$241K - $261K
|
71.3K
$7.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.28K- 30.4% |
$243K - $263K
|
7.52K
$830K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-3.44K- 10.75% |
$255K - $275K
|
28.6K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.32K- 51.11% |
$320K - $346K
|
4.14K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.66K- 5.2% |
$344K - $372K
|
84.9K
$9.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.74K- 13.56% |
$350K - $379K
|
30.2K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.43K- 8.06% |
$401K - $434K
|
61.9K
$6.83M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.43K- 39.86% |
$402K - $434K
|
8.2K
$905K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.71K- 22.71% |
$422K - $457K
|
19.4K
$2.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.87K- 21.63% |
$434K - $469K
|
21.2K
$2.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.36K- 32.45% |
$471K - $509K
|
13.2K
$1.46M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.47KClosed |
$479K - $518K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.21K- 2.09% |
$534K - $577K
|
337K
$37.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-7.55K- 29.63% |
$558K - $603K
|
17.9K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.77K- 14.01% |
$575K - $621K
|
47.7K
$5.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-9.52K- 55.66% |
$704K - $761K
|
7.58K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.8K- 9.77% |
$801K - $866K
|
100K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 47.37% |
$869K - $940K
|
13.1K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.8K- 77.13% |
$870K - $940K
|
3.49K
$385K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-11.9K- 4.32% |
$878K - $949K
|
263K
$29M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.3K- 71.99% |
$1.21M - $1.31M
|
6.36K
$702K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.1K- 11.54% |
$1.26M - $1.37M
|
131K
$14.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-18.5K- 26.37% |
$1.37M - $1.48M
|
51.6K
$5.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20K- 16.1% |
$1.48M - $1.6M
|
104K
$11.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-23.2K- 71.84% |
$1.72M - $1.86M
|
9.11K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.1K- 14.85% |
$2.75M - $2.97M
|
213K
$23.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-50K- 89.5% |
$3.7M - $4M
|
5.86K
$647K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.1K- 4.31% |
$3.85M - $4.16M
|
1.15M
$128M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-68.3K- 91.95% |
$5.05M - $5.46M
|
5.98K
$660K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68.5K- 15.33% |
$5.07M - $5.48M
|
378K
$41.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-86.3K- 28.29% |
$6.38M - $6.9M
|
219K
$24.1M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-97.1K- 94.45% |
$7.19M - $7.77M
|
5.71K
$631K
|