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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-710- 46.93% |
$31.8K - $35K
|
803
$38.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-723- 79.71% |
$32.4K - $35.6K
|
184
$8.79K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-743- 87.72% |
$33.3K - $36.6K
|
104
$4.97K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-798- 64.15% |
$35.8K - $39.3K
|
446
$21.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-838- 13.48% |
$37.5K - $41.3K
|
5.38K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-839- 12.69% |
$37.6K - $41.3K
|
5.77K
$276K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-857- 13.49% |
$38.4K - $42.2K
|
5.49K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-860- 9.37% |
$38.5K - $42.4K
|
8.32K
$397K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-862- 16.21% |
$38.6K - $42.5K
|
4.46K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-902- 14.85% |
$40.4K - $44.4K
|
5.17K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-926- 36.94% |
$41.5K - $45.6K
|
1.58K
$75.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-958- 6.52% |
$42.9K - $47.2K
|
13.7K
$656K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 58.91% |
$45.9K - $50.5K
|
715
$34.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.18K- 5.82% |
$52.7K - $57.9K
|
19K
$909K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.31K- 17.41% |
$58.5K - $64.3K
|
6.19K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 42.21% |
$61.8K - $67.9K
|
1.89K
$90.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 36.91% |
$62.5K - $68.7K
|
2.38K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.41K- 96.57% |
$63.1K - $69.4K
|
50
$2.39K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.56K- 10.93% |
$69.8K - $76.7K
|
12.7K
$607K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.58K- 9.33% |
$70.6K - $77.7K
|
15.3K
$732K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.6K- 7.56% |
$71.7K - $78.8K
|
19.6K
$935K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.62K- 99.88% |
$72.6K - $79.8K
|
2
$95.5
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.71K- 17.68% |
$76.4K - $84K
|
7.94K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.73K- 14.26% |
$77.5K - $85.2K
|
10.4K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.89K- 5.6% |
$84.6K - $93K
|
31.8K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.95K- 74.85% |
$87.2K - $95.8K
|
654
$31.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.15K- 49.85% |
$96.1K - $106K
|
2.16K
$103K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.31K- 17.81% |
$103K - $114K
|
10.7K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.51K- 26.96% |
$112K - $123K
|
6.79K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.52K- 7.92% |
$113K - $124K
|
29.4K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-2.56K- 6.95% |
$115K - $126K
|
34.3K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.68K- 7.0% |
$120K - $132K
|
35.6K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.84K- 19.59% |
$127K - $140K
|
11.7K
$557K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.89K- 99.93% |
$129K - $142K
|
2
$95.5
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.15K- 69.64% |
$141K - $155K
|
1.37K
$65.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.43K- 32.27% |
$154K - $169K
|
7.2K
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.46K- 30.44% |
$155K - $170K
|
7.9K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-3.7K- 36.46% |
$166K - $182K
|
6.44K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.71K- 5.19% |
$166K - $183K
|
67.7K
$3.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-3.79K- 99.45% |
$170K - $187K
|
21
$1K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.92K- 14.43% |
$176K - $193K
|
23.2K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.14K- 86.59% |
$186K - $204K
|
642
$30.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.25K- 10.31% |
$190K - $209K
|
37K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.49K- 34.89% |
$201K - $221K
|
8.38K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-4.5K- 25.77% |
$201K - $221K
|
13K
$619K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4.64K- 95.08% |
$208K - $229K
|
240
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.87K- 2.65% |
$218K - $240K
|
179K
$8.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5.13K- 46.33% |
$230K - $252K
|
5.94K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.32K- 35.48% |
$238K - $262K
|
9.67K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.41K- 5.44% |
$243K - $267K
|
94.1K
$4.5M
|