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 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.34KNew |
$236K - $286K
|
3.34K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.3KNew |
$234K - $283K
|
3.3K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.18KNew |
$225K - $272K
|
3.18K
$353K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.06KNew |
$216K - $262K
|
3.06K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.84KNew |
$201K - $243K
|
2.84K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.73KNew |
$193K - $234K
|
2.73K
$303K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.71KNew |
$192K - $232K
|
2.71K
$301K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.7KNew |
$191K - $231K
|
2.7K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.63KNew |
$186K - $225K
|
2.63K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.52KNew |
$178K - $216K
|
2.52K
$279K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.5KNew |
$177K - $214K
|
2.5K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.41KNew |
$170K - $206K
|
2.41K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.37KNew |
$167K - $203K
|
2.37K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.22K+ 13.42% |
$157K - $190K
|
18.8K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.13K+ 29.84% |
$151K - $182K
|
9.26K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2KNew |
$141K - $171K
|
2K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.54K+ 10.72% |
$109K - $132K
|
15.9K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.26K+ 1117.7% |
$89.3K - $108K
|
1.38K
$153K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.1K+ 8.88% |
$77.5K - $93.9K
|
13.4K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
913New |
$64.5K - $78.2K
|
913
$101K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
877+ 24.29% |
$62K - $75.1K
|
4.49K
$498K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
825New |
$58.3K - $70.7K
|
825
$91.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
818+ 10.99% |
$57.8K - $70.1K
|
8.26K
$917K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
780New |
$55.1K - $66.8K
|
780
$86.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
732New |
$51.8K - $62.7K
|
732
$81.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
691+ 0.62% |
$48.9K - $59.2K
|
111K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
688New |
$48.6K - $58.9K
|
688
$76.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
563New |
$39.8K - $48.2K
|
563
$62.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
545+ 6.54% |
$38.5K - $46.7K
|
8.88K
$986K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
486+ 17.12% |
$34.4K - $41.6K
|
3.32K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
435+ 10.74% |
$30.8K - $37.3K
|
4.49K
$498K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
418+ 8.19% |
$29.6K - $35.8K
|
5.52K
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
381+ 8.83% |
$26.9K - $32.6K
|
4.7K
$521K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
378+ 11.18% |
$26.7K - $32.4K
|
3.76K
$417K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
344+ 11.38% |
$24.3K - $29.5K
|
3.37K
$374K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
333+ 0.53% |
$23.5K - $28.5K
|
63K
$6.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
325+ 7.59% |
$23K - $27.8K
|
4.61K
$511K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
299+ 854.29% |
$21.1K - $25.6K
|
334
$37.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
297+ 1.64% |
$21K - $25.4K
|
18.4K
$2.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
286+ 3.95% |
$20.2K - $24.5K
|
7.53K
$836K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
275+ 7.5% |
$19.4K - $23.6K
|
3.94K
$437K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
273+ 5.87% |
$19.3K - $23.4K
|
4.93K
$547K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
266+ 15.47% |
$18.8K - $22.8K
|
1.99K
$220K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
237New |
$16.8K - $20.3K
|
237
$26.3K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
202+ 11.32% |
$14.3K - $17.3K
|
1.99K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
198+ 4.35% |
$14K - $17K
|
4.75K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
197New |
$13.9K - $16.9K
|
197
$21.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
185New |
$13.1K - $15.9K
|
185
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
162New |
$11.5K - $13.9K
|
162
$18K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
127+ 3.97% |
$8.98K - $10.9K
|
3.33K
$369K
|