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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-78- 5.43% |
$3.22K - $3.5K
|
1.36K
$64.4K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-90- 0.24% |
$3.71K - $4.04K
|
36.9K
$1.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-99- 8.96% |
$4.08K - $4.44K
|
1.01K
$47.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-103- 0.87% |
$4.25K - $4.62K
|
11.8K
$559K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-111- 2.21% |
$4.58K - $4.98K
|
4.91K
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-113- 1.32% |
$4.66K - $5.07K
|
8.45K
$401K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-140- 0.99% |
$5.77K - $6.28K
|
14K
$663K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-149- 2.58% |
$6.14K - $6.69K
|
5.64K
$267K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-150- 1.22% |
$6.18K - $6.73K
|
12.2K
$576K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-155- 1.09% |
$6.39K - $6.95K
|
14.1K
$669K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-171- 4.17% |
$7.05K - $7.67K
|
3.93K
$186K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-185- 35.51% |
$7.63K - $8.3K
|
336
$15.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-191- 95.02% |
$7.87K - $8.57K
|
10
$474
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-207- 0.82% |
$8.53K - $9.29K
|
25K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-218- 0.43% |
$8.99K - $9.78K
|
50.2K
$2.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-253- 1.77% |
$10.4K - $11.4K
|
14K
$665K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-269- 4.66% |
$11.1K - $12.1K
|
5.51K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-282- 15.28% |
$11.6K - $12.7K
|
1.56K
$74.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-286- 5.15% |
$11.8K - $12.8K
|
5.27K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-290- 14.66% |
$12K - $13K
|
1.69K
$80K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-300- 2.51% |
$12.4K - $13.5K
|
11.6K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-316- 0.49% |
$13K - $14.2K
|
63.9K
$3.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-318- 1.16% |
$13.1K - $14.3K
|
27K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-349- 8.77% |
$14.4K - $15.7K
|
3.63K
$172K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-368- 0.41% |
$15.2K - $16.5K
|
89.2K
$4.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-377- 5.08% |
$15.5K - $16.9K
|
7.04K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-433- 1.33% |
$17.8K - $19.4K
|
32.1K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-434- 4.36% |
$17.9K - $19.5K
|
9.52K
$451K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-436- 5.65% |
$18K - $19.6K
|
7.28K
$345K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-440- 15.82% |
$18.1K - $19.7K
|
2.34K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-443- 59.86% |
$18.3K - $19.9K
|
297
$14.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-509- 5.37% |
$21K - $22.8K
|
8.96K
$425K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-510- 96.77% |
$21K - $22.9K
|
17
$806
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-517- 32.5% |
$21.3K - $23.2K
|
1.07K
$50.9K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-517- 9.07% |
$21.3K - $23.2K
|
5.19K
$246K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-540- 0.11% |
$22.3K - $24.2K
|
501K
$23.8M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-580- 3.49% |
$23.9K - $26K
|
16K
$761K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-607- 2.16% |
$25K - $27.2K
|
27.5K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-618- 2.34% |
$25.5K - $27.7K
|
25.8K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-621- 1.98% |
$25.6K - $27.9K
|
30.8K
$1.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-623- 3.22% |
$25.7K - $28K
|
18.7K
$889K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-640- 6.94% |
$26.4K - $28.7K
|
8.59K
$407K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-662- 1.41% |
$27.3K - $29.7K
|
46.3K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-664- 93.0% |
$27.4K - $29.8K
|
50
$2.37K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-707- 9.08% |
$29.1K - $31.7K
|
7.08K
$336K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-793- 2.01% |
$32.7K - $35.6K
|
38.7K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-800- 6.6% |
$33K - $35.9K
|
11.3K
$537K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-800- 99.01% |
$33K - $35.9K
|
8
$379
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-829- 10.38% |
$34.2K - $37.2K
|
7.16K
$339K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-854- 0.66% |
$35.2K - $38.3K
|
129K
$6.1M
|