Purchases and Sales Made in Q2 2025 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q2 2025. 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 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-174- 3.65% |
$7.13K - $8.56K
|
4.59K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-348- 6.6% |
$14.3K - $17.1K
|
4.92K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-382- 5.42% |
$15.7K - $18.8K
|
6.66K
$342K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-441- 4.02% |
$18.1K - $21.7K
|
10.5K
$541K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-549- 10.93% |
$22.5K - $27K
|
4.48K
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-559- 9.03% |
$22.9K - $27.5K
|
5.63K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-596- 7.23% |
$24.4K - $29.3K
|
7.65K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-621- 11.55% |
$25.4K - $30.5K
|
4.76K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-648- 42.0% |
$26.5K - $31.9K
|
895
$46K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-698- 20.94% |
$28.6K - $34.3K
|
2.64K
$135K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-703- 23.71% |
$28.8K - $34.6K
|
2.26K
$116K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 9.58% |
$45.2K - $54.3K
|
10.4K
$535K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.25K- 99.92% |
$51.3K - $61.6K
|
1
$51.4
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.59K- 4.96% |
$65K - $78K
|
30.4K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.74K- 21.9% |
$71.3K - $85.6K
|
6.2K
$319K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.12K- 81.88% |
$87K - $104K
|
470
$24.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.37K- 7.54% |
$97.1K - $117K
|
29.1K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.3K- 9.66% |
$135K - $162K
|
30.8K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.75K- 47.49% |
$195K - $234K
|
5.25K
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.92K- 8.75% |
$243K - $291K
|
61.7K
$3.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.45K- 29.4% |
$305K - $366K
|
17.9K
$918K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.79K- 25.79% |
$319K - $383K
|
22.4K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-11.4K- 59.9% |
$467K - $561K
|
7.63K
$392K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-12.5K- 16.04% |
$512K - $615K
|
65.5K
$3.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.5K- 59.98% |
$554K - $665K
|
9.02K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.8K- 8.67% |
$567K - $681K
|
146K
$7.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.2K- 20.57% |
$625K - $750K
|
58.9K
$3.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.6K- 49.62% |
$844K - $1.01M
|
20.9K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-73.9K- 93.04% |
$3.03M - $3.63M
|
5.53K
$284K
|