Purchases and Sales Made in Q4 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
141KNew |
$6.49M - $7.31M
|
141K
$6.7M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
93.6KNew |
$4.3M - $4.84M
|
93.6K
$4.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
54.9K+ 100.46% |
$2.52M - $2.84M
|
109K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
50.3K+ 198.3% |
$2.31M - $2.6M
|
75.7K
$3.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
47.9KNew |
$2.2M - $2.48M
|
47.9K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42.9K+ 46.06% |
$1.97M - $2.22M
|
136K
$6.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.6K+ 569.68% |
$1.5M - $1.68M
|
38.3K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
31.1KNew |
$1.43M - $1.61M
|
31.1K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
30.6K+ 4.43% |
$1.4M - $1.58M
|
720K
$34.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
29.4KNew |
$1.35M - $1.52M
|
29.4K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.2K+ 18.23% |
$1.25M - $1.41M
|
176K
$8.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
23.6KNew |
$1.08M - $1.22M
|
23.6K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.4KNew |
$1.03M - $1.16M
|
22.4K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.3K+ 63.7% |
$1.02M - $1.15M
|
57.2K
$2.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
21.2KNew |
$973K - $1.09M
|
21.2K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.1K+ 4.43% |
$970K - $1.09M
|
498K
$23.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
17.9K+ 5.77% |
$821K - $924K
|
327K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
17.4K+ 22.32% |
$798K - $898K
|
95.2K
$4.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
17.1KNew |
$785K - $884K
|
17.1K
$810K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.4K+ 14.99% |
$661K - $744K
|
110K
$5.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 43.77% |
$624K - $703K
|
44.6K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.7K+ 51.05% |
$582K - $655K
|
37.5K
$1.78M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.4KNew |
$568K - $639K
|
12.4K
$586K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
11.4K+ 15.98% |
$525K - $591K
|
82.9K
$3.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 40.57% |
$492K - $554K
|
37.1K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.93K+ 94.54% |
$456K - $513K
|
20.4K
$969K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.49KNew |
$344K - $387K
|
7.49K
$355K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.03K+ 21.72% |
$323K - $363K
|
39.4K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.9K+ 2.08% |
$317K - $357K
|
339K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.62K+ 24.42% |
$304K - $342K
|
33.7K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.6KNew |
$303K - $341K
|
6.6K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.35KNew |
$292K - $328K
|
6.35K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.22KNew |
$286K - $322K
|
6.22K
$295K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
6.22KNew |
$286K - $321K
|
6.22K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.93K+ 3.52% |
$273K - $307K
|
175K
$8.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.39K+ 79.94% |
$247K - $278K
|
12.1K
$575K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.4KNew |
$202K - $228K
|
4.4K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.37KNew |
$201K - $226K
|
4.37K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.35K+ 10.12% |
$200K - $225K
|
47.3K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.24K+ 2.43% |
$195K - $219K
|
179K
$8.49M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
4.12K+ 5.82% |
$189K - $213K
|
74.9K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.81KNew |
$175K - $197K
|
3.81K
$181K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.07K+ 27.33% |
$141K - $158K
|
14.3K
$677K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.03KNew |
$139K - $157K
|
3.03K
$144K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.03K+ 26.01% |
$139K - $157K
|
14.7K
$696K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.98K+ 2.8% |
$137K - $154K
|
110K
$5.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.27KNew |
$104K - $117K
|
2.27K
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.07K+ 13.59% |
$95K - $107K
|
17.3K
$820K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.9K+ 27.08% |
$87.3K - $98.2K
|
8.92K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.77K+ 8.48% |
$81.3K - $91.5K
|
22.6K
$1.07M
|