Purchases and Sales Made in Q2 2023 in Ishares Tr (IFRA)

IFRA Quotes by TradingView

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
Dec 20, 2023 Q2 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-10
Closed
$360 - $391
0 $0
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-11
- 0.51%
$396 - $430
2.14K $101K
Jul 26, 2023 Q2 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-19
Closed
$684 - $743
0 $0
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

SELL
 -
-21
- 0.83%
$756 - $821
2.52K $119K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-25
- 5.53%
$900 - $977
427 $20.2K
Aug 09, 2023 Q2 2023
Mascoma Wealth Management LLC

SELL
 -
-25
- 0.22%
$900 - $977
11.3K $536K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-33
- 0.42%
$1.19K - $1.29K
7.91K $374K
Aug 23, 2023 Q2 2023
Tnf LLC

SELL
 -
-77
- 0.25%
$2.77K - $3.01K
31.2K $1.48M
Jul 20, 2023 Q2 2023
Cardinal Strategic Wealth Guidance

SELL
 -
-110
- 0.44%
$3.96K - $4.3K
25K $1.18M
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-112
- 1.27%
$4.03K - $4.38K
8.7K $411K
Jul 14, 2023 Q2 2023
4 J Wealth Management LLC

SELL
 -
-152
- 0.93%
$5.47K - $5.94K
16.2K $766K
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

SELL
 -
-153
- 1.03%
$5.51K - $5.98K
14.8K $698K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-157
- 0.76%
$5.65K - $6.14K
20.4K $966K
Jul 24, 2023 Q2 2023
Provence Wealth Management Group

SELL
 -
-168
- 1.3%
$6.05K - $6.57K
12.8K $605K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

SELL
 -
-168
- 8.34%
$6.05K - $6.57K
1.85K $87.3K
Jul 20, 2023 Q2 2023
Pfg Advisors

SELL
 -
-189
- 2.85%
$6.8K - $7.39K
6.44K $304K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-193
- 1.86%
$6.95K - $7.54K
10.2K $481K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-198
- 1.52%
$7.13K - $7.74K
12.8K $608K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-200
Closed
$7.2K - $7.82K
0 $0
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-217
- 2.77%
$7.81K - $8.48K
7.61K $360K
Aug 14, 2023 Q2 2023
Clifford Group, LLC

Wayland, MA
SELL
 -
-232
- 2.28%
$8.35K - $9.07K
9.96K $471K
Aug 10, 2023 Q2 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
SELL
 -
-283
- 3.22%
$10.2K - $11.1K
8.51K $403K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-297
- 67.19%
$10.7K - $11.6K
145 $6.86K
Jul 19, 2023 Q2 2023
Bay Harbor Wealth Management, LLC

SELL
 -
-318
- 1.38%
$11.4K - $12.4K
22.8K $1.08M
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-351
- 0.61%
$12.6K - $13.7K
57.3K $2.71M
Aug 02, 2023 Q2 2023
Keystone Financial Services

SELL
 -
-355
- 0.84%
$12.8K - $13.9K
41.8K $1.98M
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

SELL
 -
-360
- 1.29%
$13K - $14.1K
27.6K $1.31M
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-369
- 6.2%
$13.3K - $14.4K
5.58K $264K
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
SELL
 -
-406
- 7.16%
$14.6K - $15.9K
5.27K $249K
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

SELL
 -
-416
- 7.07%
$15K - $16.3K
5.47K $259K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-443
- 4.4%
$15.9K - $17.3K
9.62K $455K
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

SELL
 -
-464
- 7.97%
$16.7K - $18.1K
5.36K $253K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

SELL
 -
-497
- 3.55%
$17.9K - $19.4K
13.5K $639K
Aug 03, 2023 Q2 2023
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-517
- 8.35%
$18.6K - $20.2K
5.67K $268K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

SELL
 -
-688
- 1.24%
$24.8K - $26.9K
54.8K $2.59M
Aug 14, 2023 Q2 2023
Journey Strategic Wealth LLC

Summit, NJ
SELL
 -
-690
- 1.23%
$24.8K - $27K
55.3K $2.61M
Aug 11, 2023 Q2 2023
Copperleaf Capital, LLC

Raleigh, NC
SELL
 -
-704
- 7.11%
$25.3K - $27.5K
9.19K $435K
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

SELL
 -
-783
- 4.06%
$28.2K - $30.6K
18.5K $875K
Jul 19, 2023 Q2 2023
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-789
- 0.82%
$28.4K - $30.8K
95.9K $4.53M
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

SELL
 -
-842
- 6.8%
$30.3K - $32.9K
11.5K $546K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-966
- 96.6%
$34.8K - $37.8K
34 $1.61K
Aug 14, 2023 Q2 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-1.09K
- 8.74%
$39.2K - $42.6K
11.4K $538K
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
SELL
 -
-1.1K
- 6.26%
$39.4K - $42.8K
16.4K $775K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-1.18K
- 38.6%
$42.6K - $46.3K
1.88K $89.1K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-1.27K
- 1.71%
$45.7K - $49.6K
73K $3.45M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.3K
- 4.58%
$46.7K - $50.7K
27K $1.28M
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-1.5K
- 7.43%
$53.9K - $58.5K
18.6K $882K
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
SELL
 -
-1.62K
- 3.39%
$58.2K - $63.2K
46.2K $2.18M
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-1.71K
- 4.51%
$61.5K - $66.7K
36.2K $1.71M

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