Purchases and Sales Made in Q1 2025 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q1 2025. 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, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
18.5KNew |
$828K - $911K
|
18.5K
$816K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.95KNew |
$311K - $342K
|
6.95K
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.28K+ 104633.33% |
$281K - $309K
|
6.28K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.09K+ 1914.78% |
$273K - $300K
|
6.41K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.83KNew |
$261K - $287K
|
5.83K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
3.08K+ 5.78% |
$138K - $152K
|
56.4K
$2.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.13K+ 34.3% |
$95.6K - $105K
|
8.35K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2KNew |
$89.6K - $98.5K
|
2K
$88.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91K+ 4.82% |
$85.5K - $94K
|
41.5K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.63K+ 9.55% |
$73.1K - $80.4K
|
18.7K
$826K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.53K+ 6.28% |
$68.4K - $75.2K
|
25.9K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.12K+ 24.77% |
$50.3K - $55.3K
|
5.65K
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
945New |
$42.3K - $46.5K
|
945
$41.7K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
769New |
$34.5K - $37.9K
|
769
$33.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
687+ 309.46% |
$30.8K - $33.8K
|
909
$40.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
467+ 18.69% |
$20.9K - $23K
|
2.97K
$131K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
159New |
$7.12K - $7.83K
|
159
$7.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 3.18% |
$3.58K - $3.94K
|
2.59K
$114K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.59% |
$717 - $788
|
2.73K
$121K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10+ 0.06% |
$448 - $493
|
16.6K
$731K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$89.6 - $98.5
|
4.87K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.02% |
$44.8 - $49.3
|
5.02K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 88.89% |
$2.87K - $3.15K
|
8
$353
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-87- 9.82% |
$3.9K - $4.28K
|
799
$35.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-328- 64.82% |
$14.7K - $16.2K
|
178
$7.85K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-422- 8.13% |
$18.9K - $20.8K
|
4.77K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-459- 0.59% |
$20.6K - $22.6K
|
78K
$3.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-604- 88.69% |
$27.1K - $29.7K
|
77
$3.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-838- 13.48% |
$37.5K - $41.3K
|
5.38K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-857- 13.49% |
$38.4K - $42.2K
|
5.49K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-862- 16.21% |
$38.6K - $42.5K
|
4.46K
$197K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.31K- 17.41% |
$58.5K - $64.3K
|
6.19K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.56K- 10.93% |
$69.8K - $76.7K
|
12.7K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.71K- 17.68% |
$76.4K - $84K
|
7.94K
$350K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-2.56K- 6.95% |
$115K - $126K
|
34.3K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.46K- 30.44% |
$155K - $170K
|
7.9K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-3.7K- 36.46% |
$166K - $182K
|
6.44K
$284K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-3.79K- 99.45% |
$170K - $187K
|
21
$926
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5.13K- 46.33% |
$230K - $252K
|
5.94K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-5.97K- 15.75% |
$268K - $294K
|
32K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.7K- 9.49% |
$750K - $824K
|
160K
$7.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18.2K- 74.33% |
$816K - $897K
|
6.29K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-25.1K- 78.11% |
$1.13M - $1.24M
|
7.05K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-36.6K- 76.26% |
$1.64M - $1.8M
|
11.4K
$503K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40.5K- 78.67% |
$1.81M - $1.99M
|
11K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-40.8K- 57.46% |
$1.83M - $2.01M
|
30.2K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-53.1K- 70.22% |
$2.38M - $2.62M
|
22.5K
$994K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-423K- 85.11% |
$19M - $20.9M
|
74.1K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-695K- 96.48% |
$31.1M - $34.2M
|
25.3K
$1.12M
|