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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
378+ 1.44% |
$13.3K - $15K
|
26.6K
$1.26M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
375+ 58.32% |
$13.2K - $14.9K
|
1.02K
$48.2K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
356+ 0.83% |
$12.5K - $14.2K
|
43.4K
$2.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
350New |
$12.3K - $13.9K
|
350
$16.6K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
348+ 3.91% |
$12.3K - $13.9K
|
9.25K
$437K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
348+ 3.19% |
$12.3K - $13.9K
|
11.2K
$532K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
331+ 2.39% |
$11.7K - $13.2K
|
14.2K
$671K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
326New |
$11.5K - $13K
|
326
$15.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
298New |
$10.5K - $11.9K
|
298
$14.1K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
291+ 5.2% |
$10.2K - $11.6K
|
5.89K
$279K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
280+ 2.78% |
$9.86K - $11.1K
|
10.4K
$490K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
277+ 3.61% |
$9.75K - $11K
|
7.94K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
276+ 3.37% |
$9.72K - $11K
|
8.46K
$400K
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
261+ 0.6% |
$9.19K - $10.4K
|
43.5K
$2.06M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
255+ 19.77% |
$8.98K - $10.1K
|
1.55K
$73.1K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
226+ 1.54% |
$7.96K - $8.99K
|
14.9K
$706K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
223+ 0.86% |
$7.85K - $8.88K
|
26.2K
$1.24M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
187+ 2.26% |
$6.58K - $7.44K
|
8.45K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
182+ 43.75% |
$6.41K - $7.24K
|
598
$28.3K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
151+ 0.66% |
$5.32K - $6.01K
|
22.9K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
139+ 134.95% |
$4.89K - $5.53K
|
242
$11.4K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
134+ 7.85% |
$4.72K - $5.33K
|
1.84K
$87.1K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
131New |
$4.61K - $5.21K
|
131
$6.2K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
129+ 0.74% |
$4.54K - $5.13K
|
17.6K
$833K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
127+ 0.3% |
$4.47K - $5.05K
|
42.2K
$2M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
126+ 2.11% |
$4.44K - $5.01K
|
6.09K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
110+ 0.92% |
$3.87K - $4.38K
|
12K
$570K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
106+ 1.88% |
$3.73K - $4.22K
|
5.76K
$272K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 6.99% |
$3.52K - $3.98K
|
1.53K
$72.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$3.52K - $3.98K
|
100
$4.73K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
76+ 0.4% |
$2.68K - $3.02K
|
19.3K
$912K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
73+ 0.52% |
$2.57K - $2.91K
|
14.1K
$665K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
70+ 0.35% |
$2.46K - $2.79K
|
19.9K
$942K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
50+ 0.09% |
$1.76K - $1.99K
|
57.9K
$2.74M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$1.76K - $1.99K
|
50
$2.37K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
49+ 0.53% |
$1.73K - $1.95K
|
9.21K
$436K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
46+ 0.18% |
$1.62K - $1.83K
|
25.7K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45New |
$1.58K - $1.79K
|
45
$2.13K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
44New |
$1.55K - $1.75K
|
44
$2.08K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
37New |
$1.3K - $1.47K
|
37
$1.75K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
36+ 0.47% |
$1.27K - $1.43K
|
7.69K
$364K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 3.31% |
$1.02K - $1.15K
|
905
$42.8K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15New |
$528 - $597
|
15
$710
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.46% |
$423 - $478
|
2.63K
$124K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12+ 2.79% |
$423 - $478
|
442
$20.9K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10New |
$352 - $398
|
10
$473
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$282 - $318
|
5.95K
$282K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8+ 0.04% |
$282 - $318
|
22.5K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8+ 0.13% |
$282 - $318
|
6.19K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$211 - $239
|
19.2K
$911K
|