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 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-741- 5.99% |
$26.1K - $29.5K
|
11.6K
$550K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-917- 1.04% |
$32.3K - $36.5K
|
87.4K
$4.13M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.03K- 53.33% |
$36.4K - $41.2K
|
905
$42.8K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.05K- 14.45% |
$36.9K - $41.7K
|
6.2K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.11K- 4.1% |
$39K - $44.1K
|
25.9K
$1.23M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.13K- 4.97% |
$39.6K - $44.8K
|
21.5K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.13K- 92.18% |
$39.9K - $45.1K
|
96
$4.54K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.18K- 2.29% |
$41.7K - $47.1K
|
50.5K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.2K- 0.75% |
$42.4K - $47.9K
|
160K
$7.55M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.26K- 85.03% |
$44.4K - $50.2K
|
222
$10.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.37K- 19.09% |
$48.3K - $54.6K
|
5.82K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1.38K- 11.93% |
$48.6K - $55K
|
10.2K
$482K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.41K- 2.53% |
$49.5K - $56K
|
54.2K
$2.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.55K- 8.16% |
$54.7K - $61.8K
|
17.5K
$827K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.71K- 1.6% |
$60.1K - $68K
|
105K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.8K- 1.32% |
$63.3K - $71.5K
|
135K
$6.37M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.85K- 14.02% |
$65.1K - $73.6K
|
11.3K
$537K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.95K- 1.85% |
$68.5K - $77.5K
|
103K
$4.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.95K- 13.09% |
$68.7K - $77.6K
|
12.9K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.06K- 13.48% |
$72.6K - $82K
|
13.2K
$626K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.08K- 92.62% |
$73.3K - $82.9K
|
166
$7.85K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.27K- 3.89% |
$80.1K - $90.5K
|
56.2K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.33K- 7.39% |
$82.1K - $92.8K
|
29.2K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.42K- 10.71% |
$85.1K - $96.2K
|
20.1K
$953K
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.52K- 3.08% |
$88.6K - $100K
|
79.2K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.78K- 96.27% |
$98K - $111K
|
108
$5.11K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.8K- 12.93% |
$98.6K - $111K
|
18.9K
$892K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.95K- 14.51% |
$104K - $117K
|
17.4K
$822K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.97K- 19.38% |
$105K - $118K
|
12.4K
$585K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.44K- 0.77% |
$121K - $137K
|
443K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.77K- 6.75% |
$133K - $150K
|
52K
$2.46M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.83K- 12.23% |
$135K - $152K
|
27.5K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.89K- 11.08% |
$137K - $155K
|
31.2K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.97K- 34.12% |
$140K - $158K
|
7.67K
$363K
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.06K- 13.34% |
$143K - $162K
|
26.4K
$1.25M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.06K- 13.34% |
$143K - $162K
|
26.4K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.12K- 94.71% |
$145K - $164K
|
230
$10.9K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.24K- 7.84% |
$149K - $169K
|
49.8K
$2.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.28K- 5.19% |
$151K - $170K
|
78.2K
$3.7M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.4K- 68.29% |
$155K - $175K
|
2.04K
$96.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 72.68% |
$189K - $213K
|
2.01K
$95.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-6.37K- 21.29% |
$224K - $254K
|
23.5K
$1.11M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.64K- 18.1% |
$234K - $264K
|
30.1K
$1.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.81K- 4.21% |
$240K - $271K
|
155K
$7.33M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-8.55K- 45.08% |
$301K - $340K
|
10.4K
$493K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10K- 38.77% |
$353K - $399K
|
15.8K
$748K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.7K- 99.31% |
$377K - $426K
|
74
$3.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-10.7K- 35.74% |
$378K - $427K
|
19.3K
$913K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 7.58% |
$433K - $489K
|
150K
$7.09M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-17.2K- 23.78% |
$607K - $686K
|
55.3K
$2.61M
|