Purchases and Sales Made in Q2 2023 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
404KNew |
$14.6M - $15.8M
|
404K
$19.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
308K+ 4.27% |
$11.1M - $12M
|
7.51M
$356M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
191K+ 26.49% |
$6.87M - $7.45M
|
911K
$43.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
74.7K+ 20.9% |
$2.69M - $2.92M
|
432K
$20.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
73.3K+ 9.64% |
$2.64M - $2.87M
|
834K
$39.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.2K+ 5.02% |
$2.28M - $2.47M
|
1.32M
$62.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
57.2KNew |
$2.06M - $2.23M
|
57.2K
$2.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
52.5K+ 124.24% |
$1.89M - $2.05M
|
94.8K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
50.1K+ 824.29% |
$1.8M - $1.96M
|
56.2K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.4K+ 9.39% |
$1.71M - $1.85M
|
552K
$26.2M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.8K+ 276.36% |
$1.68M - $1.83M
|
63.7K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.8K+ 276.36% |
$1.68M - $1.83M
|
63.7K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.8K+ 6.29% |
$1.33M - $1.44M
|
622K
$29.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.2K+ 524.08% |
$1.3M - $1.42M
|
43.1K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.8K+ 58.82% |
$1.18M - $1.28M
|
88.6K
$4.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.7K+ 9.74% |
$1.03M - $1.12M
|
323K
$15.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.6K+ 9.23% |
$957K - $1.04M
|
315K
$14.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25.9K+ 4.34% |
$932K - $1.01M
|
623K
$29.5M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
24K+ 99.85% |
$862K - $936K
|
48K
$2.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.7K+ 1.28% |
$854K - $928K
|
1.88M
$89.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.5K+ 13.32% |
$845K - $918K
|
200K
$9.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.9K+ 19.58% |
$823K - $893K
|
140K
$6.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22.6K+ 1.87% |
$814K - $883K
|
1.23M
$58.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.6K+ 23.43% |
$779K - $845K
|
114K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
21.1KNew |
$759K - $825K
|
21.1K
$1M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.9KNew |
$752K - $817K
|
20.9K
$991K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18.4KNew |
$662K - $719K
|
18.4K
$873K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
17.9K+ 7.58% |
$642K - $698K
|
253K
$12M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4K+ 2.32% |
$626K - $680K
|
768K
$36.4M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17.3K+ 65.83% |
$623K - $676K
|
43.6K
$2.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.7K+ 9.65% |
$600K - $651K
|
189K
$8.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.1K+ 83.43% |
$578K - $628K
|
35.3K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.3KNew |
$551K - $598K
|
15.3K
$725K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.1K+ 11.81% |
$508K - $552K
|
134K
$6.34M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.1K+ 28.42% |
$470K - $510K
|
59K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.1K+ 8.54% |
$399K - $434K
|
141K
$6.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.7KNew |
$383K - $416K
|
10.7K
$505K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
10.5K+ 4.97% |
$377K - $410K
|
221K
$10.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.71K+ 12.0% |
$350K - $380K
|
90.6K
$4.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
9.67K+ 50.11% |
$348K - $378K
|
29K
$1.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.89K+ 4.7% |
$320K - $347K
|
198K
$9.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
8.67KNew |
$312K - $339K
|
8.67K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.35K+ 147.98% |
$300K - $326K
|
14K
$663K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.96K+ 12.57% |
$286K - $311K
|
71.2K
$3.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.6KNew |
$274K - $297K
|
7.6K
$360K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.96KNew |
$250K - $272K
|
6.96K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.75KNew |
$243K - $264K
|
6.75K
$320K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.65KNew |
$239K - $260K
|
6.65K
$315K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.49K+ 10.39% |
$234K - $254K
|
69K
$3.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.43K+ 10.05% |
$231K - $251K
|
70.4K
$3.34M
|