Purchases and Sales Made in Q3 2025 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
335KNew |
$16.7M - $17.7M
|
335K
$17.7M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.46KNew |
$471K - $500K
|
9.46K
$501K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9.07K+ 13.85% |
$451K - $479K
|
74.5K
$3.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.94K+ 2.77% |
$445K - $472K
|
332K
$17.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.41KNew |
$369K - $391K
|
7.41K
$393K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.15K+ 27.45% |
$306K - $325K
|
28.6K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.39K+ 16.5% |
$219K - $232K
|
31K
$1.64M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.1KNew |
$204K - $217K
|
4.1K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.31K+ 288.16% |
$165K - $175K
|
4.46K
$236K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 70.55% |
$159K - $168K
|
7.7K
$408K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.52K+ 2.4% |
$75.7K - $80.3K
|
64.8K
$3.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 26.68% |
$58K - $61.5K
|
5.53K
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
642New |
$32K - $33.9K
|
642
$34K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
487+ 1.5% |
$24.2K - $25.7K
|
33K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
428+ 1.3% |
$21.3K - $22.6K
|
33.3K
$1.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
397New |
$19.8K - $21K
|
397
$21K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
346New |
$17.2K - $18.3K
|
346
$18.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
322+ 4.1% |
$16K - $17K
|
8.18K
$434K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
260+ 5.05% |
$12.9K - $13.7K
|
5.41K
$287K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
158+ 1.95% |
$7.86K - $8.35K
|
8.27K
$438K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
125+ 1.71% |
$6.22K - $6.6K
|
7.44K
$394K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
115New |
$5.72K - $6.07K
|
115
$6.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
32New |
$1.59K - $1.69K
|
32
$1.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
29+ 0.1% |
$1.44K - $1.53K
|
30.4K
$1.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
27+ 0.42% |
$1.34K - $1.43K
|
6.46K
$342K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
17+ 0.12% |
$846 - $898
|
14.5K
$770K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.4% |
$547 - $581
|
2.76K
$146K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9+ 0.05% |
$448 - $475
|
17.4K
$923K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.38% |
$199 - $211
|
1.06K
$56.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3New |
$149 - $158
|
3
$159
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.64% |
$149 - $158
|
475
$25.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$99.5 - $106
|
4.88K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 1.19% |
$49.8 - $52.8
|
85
$4.51K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.12% |
$49.8 - $52.8
|
804
$42.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$49.8 - $52.8
|
4.59K
$244K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-15- 0.32% |
$747 - $792
|
4.74K
$251K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21Closed |
$1.05K - $1.11K
|
0
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 6.6% |
$1.54K - $1.64K
|
439
$23.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-36- 0.61% |
$1.79K - $1.9K
|
5.86K
$311K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-72- 0.64% |
$3.58K - $3.8K
|
11.1K
$590K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-73- 0.71% |
$3.63K - $3.86K
|
10.1K
$538K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-81- 1.27% |
$4.03K - $4.28K
|
6.29K
$333K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-103- 4.9% |
$5.13K - $5.44K
|
2K
$106K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-103- 1.63% |
$5.13K - $5.44K
|
6.22K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-119- 1.78% |
$5.92K - $6.29K
|
6.57K
$348K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-133- 5.04% |
$6.62K - $7.03K
|
2.51K
$133K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-180- 2.0% |
$8.96K - $9.51K
|
8.84K
$469K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-195- 1.15% |
$9.71K - $10.3K
|
16.8K
$890K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-237- 1.82% |
$11.8K - $12.5K
|
12.8K
$679K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-291- 3.93% |
$14.5K - $15.4K
|
7.12K
$378K
|