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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
420KNew |
$19.3M - $21.7M
|
420K
$19.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
160KNew |
$7.35M - $8.27M
|
160K
$7.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
141KNew |
$6.49M - $7.31M
|
141K
$6.69M
|
|
|
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
$4.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
57.6K+ 3.84% |
$2.65M - $2.98M
|
1.56M
$73.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
54.9K+ 100.46% |
$2.52M - $2.84M
|
109K
$5.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
50.3K+ 198.3% |
$2.31M - $2.6M
|
75.7K
$3.58M
|
|
|
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
$6.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33KNew |
$1.52M - $1.71M
|
33K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.6K+ 569.68% |
$1.5M - $1.68M
|
38.3K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
32.4KNew |
$1.49M - $1.68M
|
32.4K
$1.53M
|
|
|
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
$34.1M
|
|
|
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
$8.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
23.6KNew |
$1.08M - $1.22M
|
23.6K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
23.2KNew |
$1.06M - $1.2M
|
23.2K
$1.1M
|
|
|
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
$23.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.4KNew |
$937K - $1.05M
|
20.4K
$965K
|
|
|
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
$4.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
17.1KNew |
$785K - $884K
|
17.1K
$808K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 85.66% |
$781K - $879K
|
36.9K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.7K+ 109.84% |
$721K - $812K
|
30K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.4K+ 14.99% |
$661K - $744K
|
110K
$5.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 43.77% |
$624K - $703K
|
44.6K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4K+ 94.22% |
$617K - $694K
|
27.7K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.7K+ 51.05% |
$582K - $655K
|
37.5K
$1.77M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.4KNew |
$568K - $639K
|
12.4K
$585K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
11.4K+ 15.98% |
$525K - $591K
|
82.9K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
11.2KNew |
$513K - $577K
|
11.2K
$528K
|
|
|
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
$967K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.63K+ 2.97% |
$396K - $446K
|
299K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.49KNew |
$344K - $387K
|
7.49K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
7.3K+ 15.87% |
$335K - $377K
|
53.3K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.03K+ 21.72% |
$323K - $363K
|
39.4K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.9K+ 2.08% |
$317K - $357K
|
339K
$16M
|
|
|
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
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.38K+ 0.72% |
$293K - $330K
|
887K
$42M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.35KNew |
$292K - $328K
|
6.35K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.22KNew |
$286K - $322K
|
6.22K
$294K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
6.22KNew |
$286K - $321K
|
6.22K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.93K+ 3.52% |
$273K - $307K
|
175K
$8.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.39K+ 79.94% |
$247K - $278K
|
12.1K
$573K
|