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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.42K+ 5.16% |
$51K - $55.3K
|
28.9K
$1.37M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.41K+ 8.13% |
$50.8K - $55.2K
|
18.8K
$891K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 33.91% |
$46.2K - $50.2K
|
5.07K
$240K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 6.38% |
$45.7K - $49.6K
|
21.2K
$1M
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.2K+ 3.3% |
$43.3K - $47.1K
|
37.7K
$1.79M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.15K+ 19.39% |
$41.5K - $45K
|
7.09K
$336K
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.13K+ 1.68% |
$40.7K - $44.2K
|
68.3K
$3.24M
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 0.84% |
$37.9K - $41.1K
|
126K
$5.97M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 5.98% |
$37.9K - $41.1K
|
18.7K
$884K
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.64% |
$37.7K - $40.9K
|
64.8K
$3.07M
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.04K+ 17.87% |
$37.5K - $40.7K
|
6.87K
$326K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
982+ 3.83% |
$35.3K - $38.4K
|
26.7K
$1.26M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
960+ 5.77% |
$34.6K - $37.5K
|
17.6K
$835K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
960+ 5.77% |
$34.6K - $37.5K
|
17.6K
$835K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
947+ 5.99% |
$34.1K - $37K
|
16.8K
$795K
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
887+ 6.25% |
$31.9K - $34.7K
|
15.1K
$715K
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
857+ 3.8% |
$30.8K - $33.5K
|
23.4K
$1.11M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
780+ 2.93% |
$28.1K - $30.5K
|
27.4K
$1.3M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
779+ 9.22% |
$28K - $30.4K
|
9.23K
$438K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
776+ 349.55% |
$27.9K - $30.3K
|
998
$47.3K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
768+ 5.64% |
$27.6K - $30K
|
14.4K
$682K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
721+ 11.04% |
$25.9K - $28.2K
|
7.25K
$344K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
717+ 2.45% |
$25.8K - $28K
|
30K
$1.42M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
704+ 1.5% |
$25.3K - $27.5K
|
47.5K
$2.25M
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
704+ 1.92% |
$25.3K - $27.5K
|
37.4K
$1.77M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
692+ 3.02% |
$24.9K - $27K
|
23.6K
$1.12M
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
692+ 2.09% |
$24.9K - $27K
|
33.9K
$1.61M
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
692+ 2.1% |
$24.9K - $27K
|
33.7K
$1.6M
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
680+ 208.59% |
$24.5K - $26.6K
|
1.01K
$47.7K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
669+ 84.58% |
$24.1K - $26.1K
|
1.46K
$69.2K
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
609+ 6.61% |
$21.9K - $23.8K
|
9.82K
$466K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
602+ 3.92% |
$21.7K - $23.5K
|
16K
$756K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
594+ 10.32% |
$21.4K - $23.2K
|
6.35K
$301K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
558+ 159.43% |
$20.1K - $21.8K
|
908
$43.1K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
537+ 2.76% |
$19.3K - $21K
|
20K
$948K
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
525+ 6.92% |
$18.9K - $20.5K
|
8.11K
$385K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
481+ 3.75% |
$17.3K - $18.8K
|
13.3K
$630K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
468+ 45.66% |
$16.8K - $18.3K
|
1.49K
$70.8K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
463+ 45.48% |
$16.7K - $18.1K
|
1.48K
$70.2K
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
458+ 1.63% |
$16.5K - $17.9K
|
28.6K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
456+ 2.33% |
$16.4K - $17.8K
|
20K
$950K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
433+ 0.84% |
$15.6K - $16.9K
|
51.9K
$2.46M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
431+ 0.83% |
$15.5K - $16.8K
|
52.5K
$2.49M
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
431+ 5.88% |
$15.5K - $16.8K
|
7.76K
$368K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
416+ 0.04% |
$15K - $16.3K
|
1.13M
$53.5M
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
407+ 2.9% |
$14.6K - $15.9K
|
14.5K
$686K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
390New |
$14K - $15.2K
|
390
$18.5K
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
388+ 0.67% |
$14K - $15.2K
|
58.3K
$2.76M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
372+ 1.42% |
$13.4K - $14.5K
|
26.5K
$1.26M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
361+ 3.16% |
$13K - $14.1K
|
11.8K
$559K
|