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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-50- 1.54% |
$3.54K - $4.28K
|
3.2K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-53- 0.79% |
$3.75K - $4.54K
|
6.68K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-57- 2.04% |
$4.03K - $4.88K
|
2.73K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-59- 7.58% |
$4.17K - $5.06K
|
719
$79.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-83- 0.39% |
$5.87K - $7.11K
|
21.2K
$2.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-96- 1.7% |
$6.79K - $8.23K
|
5.55K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-96- 1.34% |
$6.79K - $8.23K
|
7.07K
$785K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-100- 1.34% |
$7.07K - $8.57K
|
7.36K
$817K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-102- 37.36% |
$7.21K - $8.74K
|
171
$19K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-114- 3.04% |
$8.06K - $9.77K
|
3.64K
$404K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-116- 1.98% |
$8.2K - $9.94K
|
5.75K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-138- 0.78% |
$9.76K - $11.8K
|
17.5K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-138- 31.36% |
$9.76K - $11.8K
|
302
$33.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-150- 4.57% |
$10.6K - $12.9K
|
3.13K
$348K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-152- 51.35% |
$10.7K - $13K
|
144
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-170- 4.02% |
$12K - $14.6K
|
4.06K
$451K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-195- 32.83% |
$13.8K - $16.7K
|
399
$44.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-208- 0.83% |
$14.7K - $17.8K
|
25K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-229- 2.26% |
$16.2K - $19.6K
|
9.91K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-235- 3.1% |
$16.6K - $20.1K
|
7.35K
$815K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-250- 8.43% |
$17.7K - $21.4K
|
2.71K
$301K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-275- 5.13% |
$19.4K - $23.6K
|
5.08K
$564K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-275- 30.9% |
$19.4K - $23.6K
|
615
$68.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-302- 5.29% |
$21.4K - $25.9K
|
5.41K
$600K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-327- 11.03% |
$23.1K - $28K
|
2.64K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-350- 18.88% |
$24.7K - $30K
|
1.5K
$167K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-374- 9.66% |
$26.4K - $32K
|
3.5K
$388K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-375- 12.12% |
$26.5K - $32.1K
|
2.72K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-380- 8.92% |
$26.9K - $32.6K
|
3.88K
$430K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-384- 4.92% |
$27.1K - $32.9K
|
7.41K
$823K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-400- 8.97% |
$28.3K - $34.3K
|
4.06K
$451K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-404- 4.1% |
$28.6K - $34.6K
|
9.45K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-408- 5.58% |
$28.8K - $35K
|
6.9K
$766K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-418- 0.52% |
$29.6K - $35.8K
|
80.2K
$8.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-452- 6.52% |
$32K - $38.7K
|
6.48K
$719K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-463- 14.79% |
$32.7K - $39.7K
|
2.67K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-510- 15.53% |
$36.1K - $43.7K
|
2.78K
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-530- 5.22% |
$37.5K - $45.4K
|
9.63K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-556- 15.95% |
$39.3K - $47.6K
|
2.93K
$325K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-590- 10.16% |
$41.7K - $50.6K
|
5.22K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-602Closed |
$42.6K - $51.6K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-646- 21.29% |
$45.7K - $55.3K
|
2.39K
$265K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-730- 42.2% |
$51.6K - $62.5K
|
1K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-738- 4.45% |
$52.2K - $63.2K
|
15.8K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-753- 3.0% |
$53.2K - $64.5K
|
24.3K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-763- 0.5% |
$53.9K - $65.4K
|
151K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-765- 3.93% |
$54.1K - $65.5K
|
18.7K
$2.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-770- 5.81% |
$54.4K - $66K
|
12.5K
$1.39M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-800- 6.53% |
$56.6K - $68.5K
|
11.5K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-990- 2.53% |
$70K - $84.8K
|
38.1K
$4.23M
|