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 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.04K+ 89.9% |
$91.3K - $100K
|
4.31K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2KNew |
$89.6K - $98.5K
|
2K
$95.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.93K+ 4.89% |
$86.2K - $94.8K
|
41.3K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91K+ 4.82% |
$85.5K - $94K
|
41.5K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.7K+ 12.43% |
$76.1K - $83.6K
|
15.4K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 9.22% |
$74.2K - $81.6K
|
19.6K
$938K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.63K+ 9.55% |
$73.1K - $80.4K
|
18.7K
$894K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.53K+ 6.28% |
$68.4K - $75.2K
|
25.9K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.47K+ 2.18% |
$66K - $72.5K
|
69.1K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.2KNew |
$53.8K - $59.1K
|
1.2K
$57.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.12K+ 24.77% |
$50.3K - $55.3K
|
5.65K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.12K+ 7.81% |
$50K - $54.9K
|
15.4K
$735K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.04K+ 3.54% |
$46.4K - $51K
|
30.3K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
945New |
$42.3K - $46.5K
|
945
$45.1K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
902+ 5.85% |
$40.4K - $44.4K
|
16.3K
$780K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
783New |
$35.1K - $38.6K
|
783
$37.4K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
769New |
$34.5K - $37.9K
|
769
$36.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
746+ 6.28% |
$33.4K - $36.7K
|
12.6K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
739+ 0.25% |
$33.1K - $36.4K
|
297K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
708+ 6.8% |
$31.7K - $34.9K
|
11.1K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
687+ 309.46% |
$30.8K - $33.8K
|
909
$43.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
675New |
$30.2K - $33.2K
|
675
$32.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
626+ 3.69% |
$28K - $30.8K
|
17.6K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
490+ 4.91% |
$22K - $24.1K
|
10.5K
$500K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
470New |
$21.1K - $23.1K
|
470
$22.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
467+ 18.69% |
$20.9K - $23K
|
2.97K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
409+ 7.25% |
$18.3K - $20.1K
|
6.05K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
401+ 77.26% |
$18K - $19.7K
|
920
$43.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
370+ 32.37% |
$16.6K - $18.2K
|
1.51K
$72.3K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
348+ 0.26% |
$15.6K - $17.1K
|
134K
$6.41M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
347+ 13.33% |
$15.5K - $17.1K
|
2.95K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
328New |
$14.7K - $16.2K
|
328
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
236New |
$10.6K - $11.6K
|
236
$11.3K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
202+ 3.41% |
$9.05K - $9.95K
|
6.13K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
160+ 1.58% |
$7.17K - $7.88K
|
10.3K
$491K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
159New |
$7.12K - $7.83K
|
159
$7.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
147+ 2.42% |
$6.59K - $7.24K
|
6.22K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
145+ 2416.67% |
$6.5K - $7.14K
|
151
$7.21K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
140New |
$6.27K - $6.9K
|
140
$6.69K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
137New |
$6.14K - $6.75K
|
137
$6.54K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
137+ 2.2% |
$6.14K - $6.75K
|
6.37K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
118+ 1.46% |
$5.29K - $5.81K
|
8.2K
$392K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
117+ 2.68% |
$5.24K - $5.76K
|
4.49K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
101New |
$4.52K - $4.97K
|
101
$4.82K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88+ 977.78% |
$3.94K - $4.33K
|
97
$4.63K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 3.18% |
$3.58K - $3.94K
|
2.59K
$124K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
72New |
$3.23K - $3.55K
|
72
$3.44K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
71+ 0.06% |
$3.18K - $3.5K
|
110K
$5.27M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
70New |
$3.14K - $3.45K
|
70
$3.34K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
64New |
$2.87K - $3.15K
|
64
$3.06K
|