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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 7.94% |
$1.43K - $1.58K
|
530
$25.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
34+ 2.06% |
$1.24K - $1.38K
|
1.68K
$79.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 9.52% |
$1.1K - $1.21K
|
345
$16.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
29New |
$1.06K - $1.17K
|
29
$1.38K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
28New |
$1.02K - $1.13K
|
28
$1.33K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21New |
$768 - $849
|
21
$996
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14New |
$512 - $566
|
14
$664
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
12New |
$439 - $485
|
12
$569
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12+ 0.12% |
$439 - $485
|
10.3K
$486K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$402 - $445
|
5.97K
$283K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 3.02% |
$329 - $364
|
307
$14.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
8New |
$293 - $324
|
8
$379
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7+ 0.08% |
$256 - $283
|
9K
$427K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$146 - $162
|
4
$190
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.06% |
$110 - $121
|
5.16K
$245K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 2.94% |
$36.6 - $40.5
|
33
$1.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9- 0.07% |
$329 - $364
|
12.3K
$585K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 0.4% |
$366 - $405
|
2.51K
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19- 0.24% |
$695 - $769
|
7.87K
$373K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-25- 4.52% |
$915 - $1.01K
|
528
$25K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-26- 61.9% |
$951 - $1.05K
|
16
$759
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-38- 1.29% |
$1.39K - $1.54K
|
2.9K
$138K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-76- 1.35% |
$2.78K - $3.07K
|
5.56K
$264K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-83- 0.95% |
$3.04K - $3.36K
|
8.61K
$408K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-95- 5.05% |
$3.48K - $3.84K
|
1.79K
$84.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-96- 0.59% |
$3.51K - $3.88K
|
16.3K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-96Closed |
$3.51K - $3.88K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-107- 0.5% |
$3.92K - $4.33K
|
21.2K
$1.01M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-115- 1.66% |
$4.21K - $4.65K
|
6.83K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-132- 3.06% |
$4.83K - $5.34K
|
4.18K
$198K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-135- 6.3% |
$4.94K - $5.46K
|
2.01K
$95.2K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-159- 14.34% |
$5.82K - $6.43K
|
950
$45K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-163- 81.09% |
$5.96K - $6.59K
|
38
$1.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-166- 1.63% |
$6.07K - $6.71K
|
10K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-177- 0.09% |
$6.48K - $7.16K
|
196K
$9.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-185- 9.06% |
$6.77K - $7.48K
|
1.86K
$88.1K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-202- 2.12% |
$7.39K - $8.17K
|
9.34K
$443K
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-217- 1.55% |
$7.94K - $8.78K
|
13.8K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-221- 2.51% |
$8.09K - $8.94K
|
8.59K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-237- 0.44% |
$8.67K - $9.59K
|
53.3K
$2.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-241- 1.6% |
$8.82K - $9.75K
|
14.8K
$703K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-250- 0.83% |
$9.15K - $10.1K
|
29.8K
$1.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-273- 2.02% |
$9.99K - $11K
|
13.2K
$628K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-300- 30.74% |
$11K - $12.1K
|
676
$32.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-330- 1.63% |
$12.1K - $13.3K
|
20K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-402- 4.96% |
$14.7K - $16.3K
|
7.71K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-413- 3.66% |
$15.1K - $16.7K
|
10.9K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-501- 4.95% |
$18.3K - $20.3K
|
9.63K
$457K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-506- 0.07% |
$18.5K - $20.5K
|
767K
$36.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-509- 56.06% |
$18.6K - $20.6K
|
399
$18.9K
|