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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
101+ 0.38% |
$4.14K - $4.97K
|
26.6K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
100+ 0.61% |
$4.1K - $4.92K
|
16.5K
$872K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
100+ 1.03% |
$4.1K - $4.92K
|
9.77K
$518K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
96+ 3.81% |
$3.93K - $4.72K
|
2.62K
$139K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
85+ 177.08% |
$3.48K - $4.18K
|
133
$7.05K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
84New |
$3.44K - $4.13K
|
84
$4.45K
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
80+ 0.23% |
$3.28K - $3.94K
|
34.4K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
77New |
$3.15K - $3.79K
|
77
$4.08K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
73+ 0.72% |
$2.99K - $3.59K
|
10.2K
$542K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
64+ 1.03% |
$2.62K - $3.15K
|
6.29K
$333K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
62+ 0.92% |
$2.54K - $3.05K
|
6.77K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
57+ 475.0% |
$2.34K - $2.8K
|
69
$3.66K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
55+ 0.38% |
$2.25K - $2.71K
|
14.5K
$769K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
46New |
$1.88K - $2.26K
|
46
$2.44K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
36+ 11.54% |
$1.47K - $1.77K
|
348
$18.4K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
36New |
$1.47K - $1.77K
|
36
$1.91K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34+ 0.54% |
$1.39K - $1.67K
|
6.32K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31+ 0.07% |
$1.27K - $1.52K
|
44.7K
$2.37M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 0.39% |
$1.02K - $1.23K
|
6.43K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
25+ 0.39% |
$1.02K - $1.23K
|
6.5K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20+ 2.6% |
$819 - $984
|
789
$41.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
19+ 0.31% |
$778 - $935
|
6.21K
$329K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
17New |
$696 - $836
|
17
$901
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
16New |
$656 - $787
|
16
$848
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
11+ 0.1% |
$451 - $541
|
11K
$582K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.37% |
$410 - $492
|
2.74K
$145K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9+ 0.05% |
$369 - $443
|
17.4K
$923K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 0.85% |
$328 - $394
|
953
$50.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.34% |
$328 - $394
|
2.39K
$127K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.1% |
$246 - $295
|
6.29K
$333K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4+ 0.03% |
$164 - $197
|
15.4K
$815K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
4New |
$164 - $197
|
4
$212
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 0.2% |
$123 - $148
|
1.47K
$78K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2New |
$81.9 - $98.4
|
2
$106
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$81.9 - $98.4
|
4.87K
$258K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1+ 0.63% |
$41 - $49.2
|
160
$8.48K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.46% |
$41 - $49.2
|
218
$11.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.8% |
$41 - $49.2
|
126
$6.68K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.22% |
$41 - $49.2
|
46
$2.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1+ 0.26% |
$41 - $49.2
|
379
$20.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 50.0% |
$41 - $49.2
|
3
$159
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.34% |
$41 - $49.2
|
292
$15.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 4.35% |
$41 - $49.2
|
24
$1.27K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.01% |
$41 - $49.2
|
15.3K
$812K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.56% |
$41 - $49.2
|
177
$9.38K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 50.0% |
$41 - $49.2
|
1
$53
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 2.63% |
$41 - $49.2
|
37
$1.96K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 16.67% |
$81.9 - $98.4
|
10
$530
|