Purchases and Sales Made in Q3 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-538- 3.94% |
$22.4K - $25.3K
|
13.1K
$613K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-645- 1.41% |
$26.8K - $30.3K
|
45.2K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-651- 1.3% |
$27K - $30.6K
|
49.3K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-660- 4.0% |
$27.4K - $31K
|
15.8K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-713- 7.45% |
$29.6K - $33.5K
|
8.86K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-735- 2.95% |
$30.5K - $34.5K
|
24.2K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-781- 0.36% |
$32.5K - $36.7K
|
218K
$10.2M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-831- 1.64% |
$34.5K - $39K
|
49.7K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-868- 4.85% |
$36.1K - $40.8K
|
17K
$797K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-870- 11.31% |
$36.1K - $40.9K
|
6.82K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-874- 15.51% |
$36.3K - $41.1K
|
4.76K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-924- 9.42% |
$38.4K - $43.4K
|
8.89K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 9.79% |
$43.9K - $49.6K
|
9.74K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 29.23% |
$44.7K - $50.5K
|
2.6K
$122K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.23K- 3.98% |
$50.9K - $57.5K
|
29.6K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.23K- 12.85% |
$51.1K - $57.8K
|
8.35K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.28K- 7.68% |
$53K - $59.9K
|
15.3K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.64K- 0.71% |
$68.1K - $77K
|
229K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 16.54% |
$75.1K - $84.9K
|
9.12K
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.85K- 3.14% |
$77K - $87K
|
57.1K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.85K- 87.0% |
$77K - $87K
|
277
$13K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.86K- 4.02% |
$77.3K - $87.4K
|
44.5K
$2.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.88K- 4.86% |
$78.2K - $88.4K
|
36.8K
$1.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.89K- 3.44% |
$78.5K - $88.7K
|
53K
$2.48M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.18K- 7.45% |
$90.6K - $102K
|
27.1K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.29K- 6.31% |
$95.3K - $108K
|
34.1K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 7.18% |
$112K - $127K
|
34.9K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.99K- 1.71% |
$124K - $140K
|
172K
$8.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.12K- 5.21% |
$130K - $147K
|
56.8K
$2.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.31K- 17.66% |
$137K - $155K
|
15.4K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.34K- 28.72% |
$139K - $157K
|
8.29K
$388K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.36K- 5.42% |
$139K - $158K
|
58.5K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.79K- 5.33% |
$157K - $178K
|
67.3K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.99K- 19.73% |
$166K - $187K
|
16.2K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.04K- 14.27% |
$168K - $190K
|
24.3K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.79K- 8.11% |
$199K - $225K
|
54.3K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.17K- 49.45% |
$215K - $243K
|
5.29K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-5.43K- 22.78% |
$225K - $255K
|
18.4K
$860K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-5.43K- 46.93% |
$226K - $255K
|
6.14K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.72K- 28.63% |
$238K - $269K
|
14.3K
$667K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-5.87KClosed |
$244K - $276K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.06K- 41.21% |
$252K - $284K
|
8.64K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.19K- 6.31% |
$257K - $291K
|
92K
$4.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.28K- 19.21% |
$261K - $295K
|
26.4K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-6.6K- 13.85% |
$274K - $310K
|
41K
$1.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.66K- 71.3% |
$277K - $313K
|
2.68K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.74K- 3.93% |
$280K - $316K
|
165K
$7.71M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.6K- 37.21% |
$316K - $357K
|
12.8K
$600K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-7.79K- 3.76% |
$324K - $366K
|
200K
$9.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.21K- 4.71% |
$341K - $385K
|
166K
$7.76M
|