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 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
121+ 5.24% |
$8.55K - $10.4K
|
2.43K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
120New |
$8.48K - $10.3K
|
120
$13.3K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
116+ 44.62% |
$8.2K - $9.94K
|
376
$41.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
112+ 1.02% |
$7.92K - $9.6K
|
11.1K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107+ 181.36% |
$7.56K - $9.17K
|
166
$18.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$7.07K - $8.57K
|
100
$11K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
89+ 2.15% |
$6.29K - $7.63K
|
4.23K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
81+ 36.49% |
$5.73K - $6.94K
|
303
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
81+ 2.18% |
$5.73K - $6.94K
|
3.79K
$418K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
73New |
$5.16K - $6.25K
|
73
$8.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
57+ 0.48% |
$4.03K - $4.88K
|
12K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
45+ 1.52% |
$3.18K - $3.86K
|
3.01K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
45+ 0.16% |
$3.18K - $3.86K
|
28.6K
$3.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45New |
$3.18K - $3.86K
|
45
$4.97K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
41+ 1.01% |
$2.9K - $3.51K
|
4.1K
$453K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
40+ 1.05% |
$2.83K - $3.43K
|
3.84K
$424K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38New |
$2.69K - $3.26K
|
38
$4.2K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32+ 0.47% |
$2.26K - $2.74K
|
6.86K
$757K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.63% |
$2.12K - $2.57K
|
4.78K
$528K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
30+ 1.0% |
$2.12K - $2.57K
|
3.03K
$335K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$1.77K - $2.14K
|
25
$2.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.32% |
$1.7K - $2.06K
|
7.51K
$829K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.38% |
$1.41K - $1.71K
|
5.27K
$582K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19+ 0.65% |
$1.34K - $1.63K
|
2.93K
$324K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
17+ 0.53% |
$1.2K - $1.46K
|
3.21K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 0.61% |
$1.2K - $1.46K
|
2.81K
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14+ 0.2% |
$990 - $1.2K
|
7.14K
$789K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
12+ 0.45% |
$848 - $1.03K
|
2.71K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
8+ 0.11% |
$566 - $685
|
7.54K
$833K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.97% |
$495 - $600
|
725
$80.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.97% |
$424 - $514
|
623
$68.8K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 1.01% |
$283 - $343
|
401
$44.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.54% |
$283 - $343
|
741
$81.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3+ 3.8% |
$212 - $257
|
82
$9.06K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 1.13% |
$212 - $257
|
269
$29.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.15% |
$141 - $171
|
1.31K
$145K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.07% |
$141 - $171
|
2.81K
$311K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$70.7 - $85.7
|
1.01K
$112K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.01% |
$70.7 - $85.7
|
6.85K
$756K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2- 0.04% |
$141 - $171
|
5.19K
$573K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5- 0.09% |
$354 - $428
|
5.55K
$613K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10- 0.06% |
$707 - $857
|
15.9K
$1.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11- 0.29% |
$778 - $942
|
3.8K
$420K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-18- 0.46% |
$1.27K - $1.54K
|
3.92K
$433K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-19- 0.53% |
$1.34K - $1.63K
|
3.55K
$392K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-24- 0.2% |
$1.7K - $2.06K
|
12K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29- 0.53% |
$2.05K - $2.48K
|
5.39K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-38- 1.1% |
$2.69K - $3.26K
|
3.41K
$376K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-40- 1.41% |
$2.83K - $3.43K
|
2.8K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-50- 1.54% |
$3.54K - $4.28K
|
3.2K
$353K
|