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 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.43K+ 7.9% |
$100K - $109K
|
33.1K
$1.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.3K+ 0.84% |
$94.8K - $103K
|
275K
$13M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.13KNew |
$87.8K - $95.6K
|
2.13K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.11K+ 17.87% |
$87K - $94.7K
|
13.9K
$658K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.07K+ 6.02% |
$85.4K - $93K
|
36.5K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 4.48% |
$79.3K - $86.3K
|
44.9K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.86K+ 3.06% |
$76.5K - $83.3K
|
62.5K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.84K+ 2.91% |
$75.7K - $82.4K
|
64.9K
$3.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.83K+ 21.11% |
$75.5K - $82.2K
|
10.5K
$497K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 7.65% |
$74.2K - $80.8K
|
25.4K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.77K+ 16.76% |
$73K - $79.5K
|
12.3K
$584K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.77K+ 5.11% |
$72.9K - $79.3K
|
36.4K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.75K+ 10.83% |
$72.1K - $78.5K
|
17.9K
$847K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.72K+ 19.88% |
$70.8K - $77.1K
|
10.4K
$490K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.55KNew |
$63.8K - $69.5K
|
1.55K
$73.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.53K+ 13.22% |
$63.1K - $68.7K
|
13.1K
$620K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.52K+ 28.18% |
$62.5K - $68K
|
6.9K
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.5K+ 3.47% |
$61.7K - $67.2K
|
44.6K
$2.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.48K+ 2.08% |
$60.8K - $66.2K
|
72.4K
$3.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.44K+ 19.72% |
$59.2K - $64.4K
|
8.71K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 15.25% |
$58.9K - $64.1K
|
10.8K
$511K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.43K+ 3.48% |
$58.7K - $63.9K
|
42.3K
$2M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
1.4K+ 3.25% |
$57.6K - $62.7K
|
44.4K
$2.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.36K+ 13.89% |
$56.1K - $61K
|
11.2K
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.31K+ 5.15% |
$54K - $58.8K
|
26.8K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.31K+ 15.85% |
$54K - $58.8K
|
9.58K
$453K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 14.85% |
$52.5K - $57.1K
|
9.85K
$466K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.25K+ 7.44% |
$51.4K - $55.9K
|
18K
$852K
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.24KNew |
$50.9K - $55.4K
|
1.24K
$58.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.18K+ 47.12% |
$48.6K - $52.9K
|
3.68K
$174K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.16K+ 4.24% |
$47.7K - $51.9K
|
28.5K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1.11K+ 4.61% |
$45.7K - $49.7K
|
25.1K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.11K+ 2.6% |
$45.6K - $49.6K
|
43.6K
$2.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.1K+ 19.18% |
$45.1K - $49.1K
|
6.8K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.04K+ 12.16% |
$42.7K - $46.4K
|
9.55K
$452K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 3.7% |
$41.5K - $45.2K
|
28.2K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1KNew |
$41.2K - $44.9K
|
1K
$47.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
976+ 5.55% |
$40.2K - $43.8K
|
18.6K
$879K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
960+ 1.78% |
$39.6K - $43.1K
|
54.9K
$2.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
954+ 3.61% |
$39.3K - $42.8K
|
27.4K
$1.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
899+ 12.88% |
$37.1K - $40.3K
|
7.88K
$373K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
892+ 13.98% |
$36.8K - $40K
|
7.27K
$344K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
891+ 52.04% |
$36.7K - $40K
|
2.6K
$123K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
852New |
$35.1K - $38.2K
|
852
$40.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
823+ 12.78% |
$33.9K - $36.9K
|
7.27K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
792+ 1.98% |
$32.6K - $35.5K
|
40.7K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
778+ 4.92% |
$32.1K - $34.9K
|
16.6K
$786K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
778New |
$32.1K - $34.9K
|
778
$36.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
707+ 11.05% |
$29.1K - $31.7K
|
7.11K
$336K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
657+ 1.2% |
$27.1K - $29.5K
|
55.5K
$2.62M
|