Purchases and Sales Made in Q4 2024 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q4 2024. 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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 0.9% |
$2.57K - $2.98K
|
2.79K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23+ 0.79% |
$2.36K - $2.74K
|
2.94K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18+ 0.59% |
$1.85K - $2.14K
|
3.09K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.45% |
$1.54K - $1.79K
|
3.37K
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15+ 7.61% |
$1.54K - $1.79K
|
212
$25.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.39% |
$1.34K - $1.55K
|
3.31K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.65% |
$1.34K - $1.55K
|
2.03K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$1.34K - $1.55K
|
2.97K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13+ 0.42% |
$1.34K - $1.55K
|
3.07K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.24% |
$1.23K - $1.43K
|
5.06K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.13% |
$1.03K - $1.19K
|
7.54K
$916K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 0.41% |
$924 - $1.07K
|
2.2K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.07% |
$411 - $476
|
5.5K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.35% |
$411 - $476
|
1.15K
$140K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 0.09% |
$411 - $476
|
4.42K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.43% |
$308 - $357
|
696
$84.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$205 - $238
|
632
$76.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.07% |
$205 - $238
|
2.98K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2+ 0.04% |
$205 - $238
|
4.45K
$540K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.23% |
$103 - $119
|
437
$53.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.09% |
$103 - $119
|
1.09K
$133K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.05% |
$103 - $119
|
2.18K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4- 0.11% |
$411 - $476
|
3.64K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 3.81% |
$411 - $476
|
101
$12.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 2.7% |
$1.03K - $1.19K
|
360
$43.7K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.63% |
$1.54K - $1.79K
|
2.37K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.41% |
$2.05K - $2.38K
|
4.84K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-23- 0.2% |
$2.36K - $2.74K
|
11.6K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-24- 0.15% |
$2.46K - $2.86K
|
15.8K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 51.06% |
$2.46K - $2.86K
|
23
$2.79K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30- 0.25% |
$3.08K - $3.57K
|
12K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-34- 0.52% |
$3.49K - $4.05K
|
6.56K
$796K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34- 0.14% |
$3.49K - $4.05K
|
24.4K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-44- 12.75% |
$4.52K - $5.24K
|
301
$36.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 30.3% |
$5.14K - $5.95K
|
115
$14K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-53- 5.7% |
$5.44K - $6.31K
|
877
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-55- 0.47% |
$5.65K - $6.55K
|
11.5K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-55- 0.15% |
$5.65K - $6.55K
|
36.5K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58- 0.67% |
$5.96K - $6.9K
|
8.55K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 0.22% |
$5.96K - $6.9K
|
25.7K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-63- 1.3% |
$6.47K - $7.5K
|
4.78K
$580K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-69- 1.07% |
$7.09K - $8.21K
|
6.4K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72- 4.05% |
$7.39K - $8.57K
|
1.71K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-79- 2.81% |
$8.11K - $9.4K
|
2.74K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-86- 1.29% |
$8.83K - $10.2K
|
6.57K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-89- 2.94% |
$9.14K - $10.6K
|
2.93K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-90- 28.3% |
$9.24K - $10.7K
|
228
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-90- 3.81% |
$9.24K - $10.7K
|
2.27K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-93- 1.97% |
$9.55K - $11.1K
|
4.63K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.83% |
$10.3K - $11.9K
|
5.35K
$650K
|