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 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.46K- 17.7% |
$245K - $269K
|
25.4K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.66K- 50.27% |
$253K - $279K
|
5.59K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.72K- 18.96% |
$256K - $282K
|
24.4K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-5.97K- 15.75% |
$268K - $294K
|
32K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.34K- 22.92% |
$284K - $312K
|
21.3K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.37K- 5.09% |
$285K - $314K
|
119K
$5.68M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.39K- 36.56% |
$286K - $315K
|
11.1K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.75K- 9.71% |
$303K - $333K
|
62.8K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.99K- 1.66% |
$313K - $344K
|
413K
$19.8M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.31K- 14.64% |
$327K - $360K
|
42.6K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-7.45K- 99.36% |
$334K - $367K
|
48
$2.29K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.87K- 55.1% |
$352K - $387K
|
6.41K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.75K- 0.89% |
$392K - $431K
|
979K
$46.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.94K- 39.5% |
$400K - $440K
|
13.7K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.25K- 1.36% |
$414K - $456K
|
671K
$32M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.32K- 29.46% |
$418K - $459K
|
22.3K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 50.77% |
$464K - $510K
|
10K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-10.6K- 61.19% |
$474K - $521K
|
6.71K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.9K- 38.29% |
$489K - $538K
|
17.6K
$841K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-11.1K- 12.29% |
$498K - $548K
|
79.4K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.4K- 53.9% |
$509K - $559K
|
9.72K
$464K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-12.6K- 73.66% |
$565K - $621K
|
4.51K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-14.1K- 68.42% |
$634K - $696K
|
6.53K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.1K- 30.68% |
$678K - $745K
|
34.2K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 42.16% |
$701K - $771K
|
21.5K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-15.9K- 53.07% |
$713K - $784K
|
14.1K
$672K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16K- 75.57% |
$718K - $789K
|
5.18K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.3K- 18.06% |
$728K - $801K
|
73.8K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.6K- 71.55% |
$743K - $817K
|
6.6K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16.6K- 75.89% |
$744K - $818K
|
5.28K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.7K- 9.49% |
$750K - $824K
|
160K
$7.63M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-17.1K- 90.36% |
$767K - $843K
|
1.83K
$87.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17.2K- 99.88% |
$771K - $848K
|
20
$955
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18K- 49.81% |
$806K - $886K
|
18.1K
$865K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18.2K- 74.33% |
$816K - $897K
|
6.29K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-18.4K- 45.47% |
$826K - $909K
|
22.1K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.2K- 37.55% |
$905K - $994K
|
33.6K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20.2K- 82.36% |
$905K - $995K
|
4.33K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-22.8K- 37.69% |
$1.02M - $1.12M
|
37.6K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-23K- 61.42% |
$1.03M - $1.13M
|
14.5K
$691K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.7K- 8.27% |
$1.11M - $1.22M
|
274K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-25.1K- 78.11% |
$1.13M - $1.24M
|
7.05K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-25.4K- 85.05% |
$1.14M - $1.25M
|
4.47K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-25.5K- 78.72% |
$1.14M - $1.26M
|
6.9K
$329K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-26.7K- 79.22% |
$1.2M - $1.32M
|
7.01K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26.9KClosed |
$1.2M - $1.32M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-27.3K- 43.39% |
$1.22M - $1.34M
|
35.6K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-28.4K- 71.18% |
$1.27M - $1.4M
|
11.5K
$550K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-28.4K- 76.93% |
$1.27M - $1.4M
|
8.53K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-30.8K- 47.72% |
$1.38M - $1.52M
|
33.7K
$1.61M
|