Purchases and Sales Made in Q4 2023 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
249K+ 61.58% |
$17.6M - $21.4M
|
654K
$72.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
88.9K+ 35.53% |
$6.29M - $7.62M
|
339K
$37.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
82.7KNew |
$5.85M - $7.08M
|
82.7K
$9.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
82.1KNew |
$5.81M - $7.04M
|
82.1K
$9.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
69K+ 138.02% |
$4.88M - $5.91M
|
119K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
65.4K+ 494.07% |
$4.63M - $5.61M
|
78.7K
$8.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
57.5KNew |
$4.07M - $4.93M
|
57.5K
$6.35M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
54.1KNew |
$3.82M - $4.63M
|
54.1K
$5.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
45.4KNew |
$3.21M - $3.89M
|
45.4K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
32.6K+ 9.67% |
$2.3M - $2.79M
|
370K
$40.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
32.6KNew |
$2.3M - $2.79M
|
32.6K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.1K+ 69.58% |
$1.64M - $1.98M
|
56.4K
$6.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.4K+ 31.4% |
$1.51M - $1.83M
|
89.5K
$9.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
19.8KNew |
$1.4M - $1.69M
|
19.8K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
17.2KNew |
$1.22M - $1.47M
|
17.2K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8K+ 280.42% |
$1.19M - $1.44M
|
22.7K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.7KNew |
$1.18M - $1.43M
|
16.7K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
15.5KNew |
$1.1M - $1.33M
|
15.5K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 68.39% |
$1.09M - $1.32M
|
38K
$4.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.8KNew |
$1.04M - $1.26M
|
14.8K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 111.05% |
$1.02M - $1.24M
|
27.5K
$3.04M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.8KNew |
$907K - $1.1M
|
12.8K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12.6KNew |
$893K - $1.08M
|
12.6K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.2K+ 197.35% |
$864K - $1.05M
|
18.4K
$2.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
12KNew |
$850K - $1.03M
|
12K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
11.3KNew |
$797K - $966K
|
11.3K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10.5KNew |
$746K - $904K
|
10.5K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5KNew |
$744K - $902K
|
10.5K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
9.02KNew |
$638K - $773K
|
9.02K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.87KNew |
$627K - $760K
|
8.87K
$980K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.57K+ 23.97% |
$535K - $649K
|
39.2K
$4.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.46KNew |
$457K - $554K
|
6.46K
$714K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.99K+ 3.47% |
$423K - $513K
|
179K
$19.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.79KNew |
$409K - $496K
|
5.79K
$639K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5.39K+ 6.4% |
$381K - $462K
|
89.6K
$9.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
5.03KNew |
$355K - $431K
|
5.03K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.59KNew |
$324K - $393K
|
4.59K
$506K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.46KNew |
$315K - $382K
|
4.46K
$492K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.37KNew |
$309K - $375K
|
4.37K
$483K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.18K+ 13.85% |
$296K - $358K
|
34.4K
$3.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.15K+ 9.72% |
$294K - $356K
|
46.9K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.99K+ 33.71% |
$282K - $342K
|
15.8K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.96K+ 101.05% |
$280K - $340K
|
7.89K
$871K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.93KNew |
$278K - $337K
|
3.93K
$434K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.9KNew |
$275K - $334K
|
3.9K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.63K+ 3.67% |
$256K - $311K
|
102K
$11.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.47KNew |
$245K - $297K
|
3.47K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.44KNew |
$243K - $295K
|
3.44K
$380K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.41KNew |
$241K - $292K
|
3.41K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.38KNew |
$239K - $289K
|
3.38K
$373K
|