Purchases and Sales Made in Q3 2023 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
2.5K+ 21.87% |
$91.5K - $101K
|
13.9K
$675K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.47K+ 4.39% |
$90.2K - $99.7K
|
58.7K
$2.84M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.46K+ 4.84% |
$89.9K - $99.3K
|
53.2K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.4K+ 11.77% |
$87.9K - $97.2K
|
22.8K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.37K+ 34.08% |
$86.8K - $95.9K
|
9.33K
$452K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.34K+ 25.31% |
$85.4K - $94.5K
|
11.6K
$560K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.33KNew |
$85.2K - $94.2K
|
2.33K
$113K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.32K+ 4.19% |
$84.8K - $93.7K
|
57.6K
$2.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.31K+ 9.78% |
$84.4K - $93.3K
|
25.9K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.29K+ 4.54% |
$83.9K - $92.7K
|
52.8K
$2.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 2.68% |
$82.6K - $91.3K
|
86.5K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.14K+ 3.7% |
$78.3K - $86.6K
|
59.9K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.08K+ 10.38% |
$76.1K - $84.1K
|
22.1K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.04K+ 1.91% |
$74.5K - $82.3K
|
109K
$5.26M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.01K+ 8.76% |
$73.6K - $81.3K
|
25K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.96K+ 6.44% |
$71.8K - $79.4K
|
32.4K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.88K+ 6707.14% |
$68.7K - $76K
|
1.91K
$92.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.85K+ 10.08% |
$67.8K - $75K
|
20.3K
$981K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.68K+ 2.77% |
$61.5K - $68K
|
62.3K
$3.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.61K+ 3.38% |
$58.8K - $65K
|
49.1K
$2.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.51K+ 28.07% |
$55.1K - $60.9K
|
6.87K
$333K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.45K+ 4.24% |
$53.1K - $58.7K
|
35.6K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.33KNew |
$48.6K - $53.8K
|
1.33K
$64.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.28K+ 2.73% |
$46.8K - $51.7K
|
48.1K
$2.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.26K+ 8.73% |
$46.2K - $51.1K
|
15.7K
$762K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.66% |
$42.5K - $47K
|
44.8K
$2.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.13K+ 3.04% |
$41.4K - $45.7K
|
38.4K
$1.86M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
1.12K+ 1.92% |
$40.8K - $45.1K
|
59.2K
$2.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.05K+ 2.16% |
$38.4K - $42.5K
|
49.7K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
1.03K+ 2.47% |
$37.8K - $41.8K
|
42.9K
$2.08M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1K+ 7.17% |
$36.6K - $40.5K
|
14.9K
$724K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
981+ 18.63% |
$35.9K - $39.7K
|
6.25K
$303K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
978+ 1.39% |
$35.8K - $39.6K
|
71.3K
$3.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
956+ 3.06% |
$35K - $38.7K
|
32.2K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
930+ 11.99% |
$34K - $37.6K
|
8.69K
$421K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
828+ 11.42% |
$30.3K - $33.5K
|
8.08K
$391K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
809+ 1.18% |
$29.6K - $32.7K
|
69.1K
$3.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
796+ 6.2% |
$29.1K - $32.2K
|
13.6K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
763+ 18.16% |
$27.9K - $30.9K
|
4.96K
$240K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
751+ 3.21% |
$27.5K - $30.4K
|
24.2K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
732+ 7.35% |
$26.8K - $29.6K
|
10.7K
$518K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
727+ 65.73% |
$26.6K - $29.4K
|
1.83K
$88.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
727+ 65.73% |
$26.6K - $29.4K
|
1.83K
$88.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
727+ 2.51% |
$26.6K - $29.4K
|
29.7K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
655+ 3.75% |
$24K - $26.5K
|
18.1K
$877K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
647+ 12.07% |
$23.7K - $26.2K
|
6.01K
$291K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
636+ 3.93% |
$23.3K - $25.7K
|
16.8K
$815K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
627+ 4.72% |
$22.9K - $25.4K
|
13.9K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
607+ 3.03% |
$22.2K - $24.6K
|
20.6K
$1M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
573+ 1.98% |
$21K - $23.2K
|
29.5K
$1.43M
|