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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-999- 16.84% |
$70.6K - $85.6K
|
4.93K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.08K- 14.87% |
$76.6K - $92.9K
|
6.21K
$686K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.08K- 24.63% |
$76.6K - $92.9K
|
3.32K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 3.43% |
$82.7K - $100K
|
33K
$3.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.39K- 23.26% |
$98.3K - $119K
|
4.59K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.45K- 1.45% |
$103K - $124K
|
98.6K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.45K- 0.13% |
$103K - $124K
|
1.15M
$127M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.46K- 16.4% |
$103K - $125K
|
7.44K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.51K- 22.42% |
$107K - $130K
|
5.23K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.69K- 8.98% |
$119K - $144K
|
17.1K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.74K- 3.51% |
$123K - $149K
|
47.9K
$5.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.02K- 7.04% |
$143K - $173K
|
26.7K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.07K- 15.99% |
$146K - $177K
|
10.9K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.1K- 23.1% |
$149K - $180K
|
7K
$773K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.15K- 37.49% |
$152K - $184K
|
3.59K
$396K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.15K- 18.1% |
$152K - $184K
|
9.74K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.37K- 9.88% |
$167K - $203K
|
21.6K
$2.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.46K- 38.64% |
$174K - $211K
|
3.9K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.6K- 35.88% |
$184K - $223K
|
4.65K
$513K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.67K- 35.47% |
$188K - $228K
|
4.85K
$536K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.74K- 16.36% |
$193K - $234K
|
14K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-2.91K- 5.64% |
$206K - $249K
|
48.7K
$5.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.94K- 38.04% |
$208K - $252K
|
4.79K
$529K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.12K- 2.18% |
$220K - $267K
|
140K
$15.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.23K- 2.47% |
$229K - $277K
|
128K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.26K- 20.58% |
$230K - $279K
|
12.6K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-3.55K- 2.77% |
$251K - $304K
|
125K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.69K- 5.96% |
$261K - $316K
|
58.2K
$6.43M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-3.73K- 5.23% |
$264K - $320K
|
67.6K
$7.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.77K- 49.89% |
$266K - $323K
|
3.79K
$418K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.88K- 0.18% |
$274K - $332K
|
2.2M
$243M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-4.02K- 31.69% |
$284K - $345K
|
8.67K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.34K- 15.4% |
$306K - $371K
|
23.8K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.6K- 9.65% |
$325K - $394K
|
43.1K
$4.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.64K- 21.33% |
$328K - $397K
|
17.1K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-4.66K- 26.03% |
$330K - $400K
|
13.3K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.79K- 5.64% |
$338K - $410K
|
80.1K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.8K- 24.69% |
$339K - $411K
|
14.6K
$1.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.27K- 5.05% |
$373K - $452K
|
99.1K
$10.9M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-7.17K- 15.51% |
$507K - $615K
|
39.1K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7.47K- 45.81% |
$528K - $640K
|
8.83K
$976K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-9.4K- 3.58% |
$665K - $806K
|
253K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.9K- 6.36% |
$984K - $1.19M
|
205K
$22.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-25.1K- 40.91% |
$1.77M - $2.15M
|
36.2K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.5K- 22.94% |
$1.88M - $2.27M
|
89.1K
$9.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32.1K- 8.41% |
$2.27M - $2.75M
|
349K
$38.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34.5K- 30.36% |
$2.44M - $2.95M
|
79.1K
$8.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-40K- 1.79% |
$2.83M - $3.43M
|
2.2M
$243M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.6K- 5.79% |
$2.94M - $3.56M
|
676K
$74.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55.1K- 14.56% |
$3.89M - $4.72M
|
323K
$35.7M
|