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 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-32.5K- 36.54% |
$1.46M - $1.6M
|
56.4K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-33.5K- 67.02% |
$1.5M - $1.65M
|
16.5K
$787K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-33.8K- 86.62% |
$1.51M - $1.66M
|
5.22K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-34.2K- 75.84% |
$1.53M - $1.68M
|
10.9K
$520K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-35.5K- 96.2% |
$1.59M - $1.75M
|
1.4K
$66.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-36.6K- 76.26% |
$1.64M - $1.8M
|
11.4K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-37.1K- 86.97% |
$1.66M - $1.83M
|
5.55K
$265K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37.5K- 81.96% |
$1.68M - $1.85M
|
8.25K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-39.8K- 84.14% |
$1.78M - $1.96M
|
7.5K
$358K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40K- 89.61% |
$1.79M - $1.97M
|
4.64K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40.5K- 78.67% |
$1.81M - $1.99M
|
11K
$525K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-40.8K- 57.46% |
$1.83M - $2.01M
|
30.2K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-43.3K- 96.56% |
$1.94M - $2.13M
|
1.54K
$73.7K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-44.5K- 69.36% |
$1.99M - $2.19M
|
19.7K
$939K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-45.1K- 90.12% |
$2.02M - $2.22M
|
4.94K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.4K- 9.27% |
$2.04M - $2.24M
|
444K
$21.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-45.9K- 66.04% |
$2.06M - $2.26M
|
23.6K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-48.5K- 76.81% |
$2.17M - $2.39M
|
14.6K
$699K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-53.1K- 70.22% |
$2.38M - $2.62M
|
22.5K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55.1K- 12.2% |
$2.47M - $2.71M
|
396K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-55.6K- 86.5% |
$2.49M - $2.74M
|
8.68K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-55.7K- 84.77% |
$2.49M - $2.74M
|
10K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-57.5K- 29.74% |
$2.57M - $2.83M
|
136K
$6.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-60.9K- 85.96% |
$2.73M - $3M
|
9.95K
$475K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-61.1K- 64.16% |
$2.74M - $3.01M
|
34.1K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-61.3K- 35.54% |
$2.74M - $3.02M
|
111K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-63.9K- 87.75% |
$2.86M - $3.15M
|
8.92K
$426K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-69K- 92.03% |
$3.09M - $3.4M
|
5.98K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-71.6K- 92.68% |
$3.21M - $3.53M
|
5.66K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-74.6K- 99.01% |
$3.34M - $3.67M
|
744
$35.5K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-79K- 90.1% |
$3.54M - $3.89M
|
8.67K
$414K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-85.6K- 91.43% |
$3.84M - $4.22M
|
8.02K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-92.6K- 17.92% |
$4.15M - $4.56M
|
424K
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-92.8K- 73.7% |
$4.16M - $4.57M
|
33.1K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-95.7K- 93.27% |
$4.29M - $4.71M
|
6.91K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-103K- 94.08% |
$4.61M - $5.07M
|
6.48K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-113K- 47.97% |
$5.05M - $5.55M
|
122K
$5.84M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-121K- 30.93% |
$5.4M - $5.94M
|
269K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-139K- 87.03% |
$6.24M - $6.86M
|
20.7K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-145K- 1.45% |
$6.49M - $7.13M
|
9.87M
$472M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-163K- 93.6% |
$7.32M - $8.05M
|
11.2K
$534K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-183K- 29.24% |
$8.21M - $9.02M
|
443K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-190K- 70.28% |
$8.52M - $9.36M
|
80.4K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-203K- 93.02% |
$9.08M - $9.98M
|
15.2K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-276K- 12.22% |
$12.4M - $13.6M
|
1.98M
$94.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-285K- 90.78% |
$12.7M - $14M
|
28.9K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-312K- 92.58% |
$14M - $15.3M
|
25K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-371K- 54.44% |
$16.6M - $18.2M
|
310K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-371K- 43.29% |
$16.6M - $18.3M
|
486K
$23.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-423K- 85.11% |
$19M - $20.9M
|
74.1K
$3.54M
|