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
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.95K+ 1.89% |
$68.5K - $77.5K
|
105K
$4.98M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.87K+ 7.05% |
$65.8K - $74.4K
|
28.4K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
1.86K+ 1.52% |
$65.6K - $74.1K
|
124K
$5.89M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.85K+ 2.85% |
$65.2K - $73.7K
|
66.7K
$3.16M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.83K+ 19.02% |
$64.3K - $72.7K
|
11.4K
$542K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.8K+ 12.72% |
$63.5K - $71.8K
|
16K
$758K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.68K+ 79.48% |
$59K - $66.7K
|
3.79K
$180K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.66KNew |
$58.3K - $65.9K
|
1.66K
$78.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
1.6K+ 0.76% |
$56.2K - $63.6K
|
211K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.59K+ 3.01% |
$56.1K - $63.4K
|
54.6K
$2.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.57K+ 4.5% |
$55.4K - $62.6K
|
36.5K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.54K+ 0.55% |
$54.3K - $61.4K
|
283K
$13.4M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 9.96% |
$53.1K - $60K
|
16.6K
$789K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.45K+ 2.37% |
$50.9K - $57.6K
|
62.5K
$2.96M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.44K+ 11.44% |
$50.6K - $57.2K
|
14K
$664K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.41KNew |
$49.6K - $56.1K
|
1.41K
$66.8K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.38K+ 13.43% |
$48.7K - $55K
|
11.7K
$554K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.36K+ 3.15% |
$47.8K - $54K
|
44.5K
$2.11M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.33K+ 27.51% |
$46.9K - $53.1K
|
6.18K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.32K+ 10.35% |
$46.5K - $52.5K
|
14.1K
$667K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.29K+ 3.71% |
$45.2K - $51.1K
|
36K
$1.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.2K+ 1.26% |
$42.3K - $47.8K
|
96.6K
$4.58M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.2KNew |
$42.1K - $47.6K
|
1.2K
$56.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.17K+ 4.88% |
$41.1K - $46.5K
|
25.1K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 5.64% |
$38.7K - $43.7K
|
20.6K
$975K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$36.1K - $40.8K
|
1.03K
$48.6K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
940+ 15.23% |
$33.1K - $37.4K
|
7.11K
$337K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
928+ 12.38% |
$32.7K - $36.9K
|
8.43K
$400K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
911+ 1.99% |
$32.1K - $36.3K
|
46.8K
$2.22M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
840New |
$29.6K - $33.4K
|
840
$39.8K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
836+ 25.12% |
$29.4K - $33.3K
|
4.16K
$197K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
830+ 5.24% |
$29.2K - $33K
|
16.7K
$790K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
828+ 3.07% |
$29.2K - $33K
|
27.8K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
807+ 1.56% |
$28.4K - $32.1K
|
52.4K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
805+ 12.35% |
$28.3K - $32K
|
7.33K
$347K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
790New |
$27.8K - $31.4K
|
790
$37.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
775+ 2.9% |
$27.3K - $30.8K
|
27.5K
$1.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
750New |
$26.4K - $29.8K
|
750
$35.6K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
737+ 2.88% |
$25.9K - $29.3K
|
26.3K
$1.25M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
715+ 2.62% |
$25.2K - $28.5K
|
28K
$1.33M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
646+ 5.5% |
$22.7K - $25.7K
|
12.4K
$588K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
587+ 287.75% |
$20.7K - $23.4K
|
791
$37.5K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
537+ 1.47% |
$18.9K - $21.4K
|
37.1K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
521+ 2.73% |
$18.3K - $20.7K
|
19.6K
$929K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
515+ 4.19% |
$18.1K - $20.5K
|
12.8K
$607K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
460+ 92.0% |
$16.2K - $18.3K
|
960
$45.5K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
453+ 0.36% |
$16K - $18K
|
125K
$5.92M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
437New |
$15.4K - $17.4K
|
437
$20.7K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
409+ 0.58% |
$14.4K - $16.3K
|
70.7K
$3.35M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
395+ 2.48% |
$13.9K - $15.7K
|
16.3K
$775K
|