Purchases and Sales Made in Q1 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-32.5K- 33.97% |
$1.24M - $1.41M
|
63.1K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-34.3K- 15.35% |
$1.31M - $1.49M
|
189K
$9.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-42.5K- 16.63% |
$1.62M - $1.84M
|
213K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-54.7K- 43.44% |
$2.09M - $2.37M
|
71.3K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-74.5K- 12.06% |
$2.84M - $3.23M
|
543K
$26.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-74.7K- 9.67% |
$2.85M - $3.24M
|
698K
$33.8M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-119K- 47.26% |
$4.54M - $5.16M
|
133K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 7.25% |
$4.65M - $5.28M
|
1.56M
$75.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 7.25% |
$4.65M - $5.28M
|
1.56M
$75.5M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-127K- 78.62% |
$4.85M - $5.52M
|
34.6K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-148K- 14.47% |
$5.64M - $6.41M
|
874K
$42.3M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-216K- 14.16% |
$8.22M - $9.34M
|
1.31M
$63.3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-258K- 99.34% |
$9.84M - $11.2M
|
1.71K
$82.9K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-290K- 4.15% |
$11.1M - $12.6M
|
6.7M
$325M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-351K- 18.37% |
$13.4M - $15.2M
|
1.56M
$75.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-689K- 67.21% |
$26.3M - $29.9M
|
336K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.18M- 18.92% |
$45M - $51.2M
|
5.06M
$245M
|