Purchases and Sales Made in Q2 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q2 2024. 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 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.67K+ 11.17% |
$399K - $434K
|
96.2K
$4.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.26K+ 8.34% |
$382K - $416K
|
120K
$5.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.2KNew |
$338K - $368K
|
8.2K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.8K+ 25.65% |
$321K - $350K
|
38.2K
$1.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
7.66KNew |
$316K - $344K
|
7.66K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.56K+ 6.5% |
$311K - $339K
|
124K
$5.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
7.33K+ 3.05% |
$302K - $329K
|
248K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.2K+ 5.33% |
$297K - $323K
|
142K
$6.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
7.1KNew |
$292K - $318K
|
7.1K
$327K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.08KNew |
$292K - $317K
|
7.08K
$326K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.78K+ 65.42% |
$280K - $304K
|
17.1K
$790K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.71KNew |
$277K - $301K
|
6.71K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.48K+ 20.19% |
$267K - $291K
|
38.6K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.38K+ 0.73% |
$263K - $286K
|
880K
$40.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.25KNew |
$257K - $280K
|
6.25K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.06K+ 22.98% |
$250K - $272K
|
32.4K
$1.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.91KNew |
$243K - $265K
|
5.91K
$272K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.81KNew |
$239K - $260K
|
5.81K
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.62K+ 6.38% |
$232K - $252K
|
93.7K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.56K+ 427.62% |
$229K - $249K
|
6.86K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.46K+ 89.39% |
$225K - $245K
|
11.6K
$533K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
5.38K+ 26.18% |
$222K - $241K
|
25.9K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.27K+ 15.97% |
$217K - $237K
|
38.3K
$1.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
5.07K+ 20.53% |
$209K - $227K
|
29.8K
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.86KNew |
$200K - $218K
|
4.86K
$224K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.83KNew |
$199K - $217K
|
4.83K
$223K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.81KNew |
$198K - $216K
|
4.81K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.73K+ 8.05% |
$195K - $212K
|
63.5K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.73K+ 6.8% |
$195K - $212K
|
74.2K
$3.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
4.65K+ 32.65% |
$192K - $209K
|
18.9K
$872K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.51K+ 2.7% |
$186K - $202K
|
172K
$7.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.5K+ 52.79% |
$186K - $202K
|
13K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.34K+ 59.65% |
$179K - $195K
|
11.6K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.33K+ 7.79% |
$178K - $194K
|
59.9K
$2.76M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.09K+ 6.41% |
$169K - $184K
|
67.9K
$3.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.82K+ 42.53% |
$157K - $171K
|
12.8K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
3.42K+ 16.56% |
$141K - $153K
|
24.1K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.39K+ 6.62% |
$140K - $152K
|
54.7K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.37K+ 91.06% |
$139K - $151K
|
7.08K
$326K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.36K+ 15.12% |
$138K - $151K
|
25.6K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.34K+ 45.64% |
$138K - $150K
|
10.7K
$491K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.93K+ 30.42% |
$121K - $132K
|
12.6K
$580K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.87K+ 2.72% |
$118K - $129K
|
109K
$5.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.85K+ 2.89% |
$117K - $128K
|
101K
$4.67M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.85K+ 0.41% |
$117K - $128K
|
701K
$32.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.83K+ 6.04% |
$117K - $127K
|
49.7K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.56K+ 14.51% |
$106K - $115K
|
20.2K
$932K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.52K+ 5.7% |
$104K - $113K
|
46.7K
$2.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.48K+ 28.64% |
$102K - $111K
|
11.2K
$514K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.44K+ 19.87% |
$100K - $109K
|
14.7K
$678K
|