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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
44New |
$1.97K - $2.17K
|
44
$2.1K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
38+ 0.59% |
$1.7K - $1.87K
|
6.48K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
29+ 0.47% |
$1.3K - $1.43K
|
6.19K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 28.0% |
$1.25K - $1.38K
|
128
$6.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24+ 14.91% |
$1.08K - $1.18K
|
185
$8.84K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 164.29% |
$1.03K - $1.13K
|
37
$1.77K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23New |
$1.03K - $1.13K
|
23
$1.1K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
23New |
$1.03K - $1.13K
|
23
$1.1K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
18+ 0.16% |
$806 - $887
|
11K
$524K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.59% |
$717 - $788
|
2.73K
$131K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
12+ 0.07% |
$538 - $591
|
17.4K
$831K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10+ 0.06% |
$448 - $493
|
16.6K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.51% |
$403 - $443
|
1.79K
$85.3K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3New |
$134 - $148
|
3
$143
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$89.6 - $98.5
|
4.87K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2New |
$89.6 - $98.5
|
2
$95.5
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.69% |
$89.6 - $98.5
|
291
$13.9K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.03% |
$89.6 - $98.5
|
7.21K
$345K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.46% |
$44.8 - $49.3
|
217
$10.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.02% |
$44.8 - $49.3
|
5.02K
$240K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-20- 0.16% |
$896 - $985
|
12.1K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.37% |
$1.12K - $1.23K
|
6.66K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-37- 0.13% |
$1.66K - $1.82K
|
27.5K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-42- 11.86% |
$1.88K - $2.07K
|
312
$14.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-58- 41.13% |
$2.6K - $2.86K
|
83
$3.96K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 88.89% |
$2.87K - $3.15K
|
8
$382
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-87- 9.82% |
$3.9K - $4.28K
|
799
$38.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-96- 2.8% |
$4.3K - $4.73K
|
3.33K
$159K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-99- 20.75% |
$4.44K - $4.88K
|
378
$18.1K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-131- 1.95% |
$5.87K - $6.45K
|
6.6K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-132- 8.24% |
$5.91K - $6.5K
|
1.47K
$70.2K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-149- 36.61% |
$6.68K - $7.34K
|
258
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-181- 0.99% |
$8.11K - $8.91K
|
18.1K
$865K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-203- 7.46% |
$9.09K - $10K
|
2.52K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-208- 14.04% |
$9.32K - $10.2K
|
1.27K
$60.9K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-227- 2.59% |
$10.2K - $11.2K
|
8.54K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-232- 6.41% |
$10.4K - $11.4K
|
3.39K
$162K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-267- 3.46% |
$12K - $13.1K
|
7.44K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-280- 1.62% |
$12.5K - $13.8K
|
17K
$812K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-302- 0.95% |
$13.5K - $14.9K
|
31.5K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-320- 2.87% |
$14.3K - $15.8K
|
10.8K
$518K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-328- 64.82% |
$14.7K - $16.2K
|
178
$8.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-394- 7.93% |
$17.7K - $19.4K
|
4.58K
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-422- 8.13% |
$18.9K - $20.8K
|
4.77K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-439- 2.48% |
$19.7K - $21.6K
|
17.3K
$825K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-459- 0.59% |
$20.6K - $22.6K
|
78K
$3.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-604- 88.69% |
$27.1K - $29.7K
|
77
$3.68K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-609- 7.35% |
$27.3K - $30K
|
7.68K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-667- 7.01% |
$29.9K - $32.8K
|
8.85K
$423K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-698- 1.65% |
$31.3K - $34.4K
|
41.6K
$1.99M
|