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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-297- 5.72% |
$14.8K - $15.7K
|
4.9K
$260K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-462- 4.39% |
$23K - $24.4K
|
10.1K
$534K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-480- 5.82% |
$23.9K - $25.4K
|
7.76K
$411K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-496- 2.77% |
$24.7K - $26.2K
|
17.4K
$921K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 35.21% |
$24.9K - $26.4K
|
920
$48.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-503- 11.71% |
$25K - $26.6K
|
3.79K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-551- 1.23% |
$27.4K - $29.1K
|
44.3K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-609- 5.56% |
$30.3K - $32.2K
|
10.3K
$548K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-707- 12.19% |
$35.2K - $37.3K
|
5.09K
$270K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-723- 93.17% |
$36K - $38.2K
|
53
$2.81K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-731- 6.94% |
$36.4K - $38.6K
|
9.81K
$520K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-785- 3.76% |
$39.1K - $41.5K
|
20.1K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-958- 10.6% |
$47.7K - $50.6K
|
8.08K
$428K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-973- 12.75% |
$48.4K - $51.4K
|
6.66K
$353K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.06K- 0.35% |
$52.6K - $55.8K
|
297K
$15.7M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.14K- 23.13% |
$56.9K - $60.4K
|
3.8K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 10.56% |
$69.8K - $74.1K
|
11.9K
$630K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-1.61K- 29.07% |
$79.9K - $84.8K
|
3.92K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.76K- 9.97% |
$137K - $146K
|
24.9K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.14K- 1.61% |
$156K - $166K
|
193K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.48K- 13.96% |
$322K - $342K
|
39.9K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.64K- 12.99% |
$380K - $404K
|
51.2K
$2.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.89K- 38.92% |
$393K - $417K
|
12.4K
$656K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-16.2K- 22.35% |
$808K - $857K
|
56.4K
$2.99M
|