Purchases and Sales Made in Q1 2023 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
671K+ 137.07% |
$23.6M - $26.7M
|
1.16M
$55.1M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
210KNew |
$7.38M - $8.34M
|
210K
$9.93M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
164K+ 2.32% |
$5.76M - $6.52M
|
7.21M
$342M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 10.76% |
$3.85M - $4.36M
|
1.13M
$53.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.3K+ 4.4% |
$2.76M - $3.12M
|
1.86M
$88M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
76.4K+ 14.68% |
$2.69M - $3.04M
|
597K
$28.3M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.9K+ 11.45% |
$2.6M - $2.94M
|
720K
$34.1M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
72.8K+ 128.41% |
$2.56M - $2.9M
|
130K
$6.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
63.7KNew |
$2.24M - $2.54M
|
63.7K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.9K+ 11.6% |
$2.14M - $2.42M
|
585K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51.9K+ 11.15% |
$1.83M - $2.07M
|
517K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
48.7K+ 26.04% |
$1.71M - $1.94M
|
236K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.6K+ 397.89% |
$1.57M - $1.77M
|
55.8K
$2.65M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
43.8KNew |
$1.54M - $1.74M
|
43.8K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.6K+ 25.3% |
$1.54M - $1.74M
|
216K
$10.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
42.3KNew |
$1.49M - $1.68M
|
42.3K
$2M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
38.8K+ 334.73% |
$1.36M - $1.54M
|
50.3K
$2.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
36.4K+ 32234.51% |
$1.28M - $1.45M
|
36.5K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35.6KNew |
$1.25M - $1.42M
|
35.6K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.1K+ 124.41% |
$1.23M - $1.4M
|
63.3K
$3M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34.9K+ 169.6% |
$1.23M - $1.39M
|
55.5K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.9K+ 34.82% |
$1.09M - $1.23M
|
120K
$5.67M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.8KNew |
$1.05M - $1.18M
|
29.8K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28K+ 100.18% |
$987K - $1.12M
|
56K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27.2K+ 2.3% |
$958K - $1.08M
|
1.21M
$57.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.4K+ 17.63% |
$931K - $1.05M
|
176K
$8.36M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.2K+ 9.36% |
$887K - $1M
|
294K
$14M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.1K+ 180.27% |
$885K - $1M
|
39.1K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
23.7K+ 98.5% |
$835K - $944K
|
47.8K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22.6KNew |
$796K - $900K
|
22.6K
$1.07M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
21.4K+ 57927.03% |
$755K - $853K
|
21.5K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.7K+ 1.68% |
$728K - $823K
|
1.26M
$59.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.2K+ 6.34% |
$605K - $684K
|
288K
$13.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
16.4KNew |
$576K - $651K
|
16.4K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.3KNew |
$540K - $611K
|
15.3K
$728K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
15.3K+ 86.21% |
$538K - $609K
|
33K
$1.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
14.2K+ 26.89% |
$501K - $567K
|
67.2K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.9K+ 29.98% |
$454K - $514K
|
56K
$2.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.9KNew |
$454K - $514K
|
12.9K
$612K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.6K+ 7.15% |
$444K - $502K
|
189K
$8.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 16.78% |
$440K - $497K
|
86.9K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.3K+ 15.41% |
$434K - $491K
|
92.3K
$4.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
11.6K+ 6.43% |
$407K - $460K
|
191K
$9.07M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$400K - $452K
|
11.4K
$538K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 37.42% |
$391K - $442K
|
40.8K
$1.93M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.5KNew |
$371K - $419K
|
10.5K
$500K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$366K - $414K
|
10.4K
$493K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.88K+ 26.71% |
$348K - $393K
|
46.8K
$2.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.54K+ 5.85% |
$336K - $380K
|
173K
$8.19M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
9.34K+ 3.93% |
$329K - $372K
|
247K
$11.7M
|