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 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.62K+ 32.39% |
$74.3K - $83.7K
|
6.61K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 16.54% |
$74K - $83.3K
|
11.4K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.35K+ 1.09% |
$62.1K - $69.9K
|
126K
$5.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.25KNew |
$57.5K - $64.7K
|
1.25K
$59.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.09K+ 1.95% |
$49.9K - $56.2K
|
56.7K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.07K+ 4.27% |
$48.9K - $55.1K
|
26K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.06K+ 2.87% |
$48.7K - $54.8K
|
37.9K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.02K+ 176.51% |
$47K - $52.8K
|
1.6K
$75.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
950+ 4.69% |
$43.6K - $49.1K
|
21.2K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
948+ 3.46% |
$43.6K - $49K
|
28.3K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
943+ 1.78% |
$43.3K - $48.8K
|
53.8K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
904+ 18.1% |
$41.5K - $46.7K
|
5.9K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
809+ 6.02% |
$37.2K - $41.8K
|
14.3K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
765+ 7.81% |
$35.1K - $39.6K
|
10.6K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
702+ 9.19% |
$32.2K - $36.3K
|
8.34K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
642+ 1.3% |
$29.5K - $33.2K
|
49.9K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
632+ 1.33% |
$29K - $32.7K
|
48K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
621+ 1.38% |
$28.5K - $32.1K
|
45.7K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
603+ 3.91% |
$27.7K - $31.2K
|
16K
$760K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
562+ 6.85% |
$25.8K - $29.1K
|
8.77K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
495+ 4.15% |
$22.7K - $25.6K
|
12.4K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
488+ 1.1% |
$22.4K - $25.2K
|
44.8K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
448+ 5.71% |
$20.6K - $23.2K
|
8.29K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
409New |
$18.8K - $21.1K
|
409
$19.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
358+ 8.08% |
$16.4K - $18.5K
|
4.79K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
354+ 4.96% |
$16.3K - $18.3K
|
7.49K
$355K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
289+ 2.57% |
$13.3K - $14.9K
|
11.6K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
289+ 3.25% |
$13.3K - $14.9K
|
9.18K
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
285+ 1.71% |
$13.1K - $14.7K
|
17K
$804K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
274+ 0.86% |
$12.6K - $14.2K
|
32.2K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
267+ 0.98% |
$12.3K - $13.8K
|
27.6K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
247+ 3.62% |
$11.3K - $12.8K
|
7.07K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
234+ 1.54% |
$10.7K - $12.1K
|
15.4K
$731K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
207+ 0.52% |
$9.51K - $10.7K
|
40K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
205+ 2.06% |
$9.42K - $10.6K
|
10.1K
$481K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
161+ 3.31% |
$7.4K - $8.33K
|
5.03K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
154+ 2.6% |
$7.07K - $7.96K
|
6.08K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
151New |
$6.94K - $7.81K
|
151
$7.16K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
139+ 2.67% |
$6.39K - $7.19K
|
5.34K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
132+ 0.71% |
$6.06K - $6.83K
|
18.8K
$891K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
125+ 2.05% |
$5.74K - $6.46K
|
6.23K
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
107+ 4.45% |
$4.92K - $5.53K
|
2.51K
$119K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
95+ 0.99% |
$4.36K - $4.91K
|
9.65K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
91+ 1.14% |
$4.18K - $4.71K
|
8.09K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
89+ 0.5% |
$4.09K - $4.6K
|
17.7K
$840K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
83+ 1.39% |
$3.81K - $4.29K
|
6.07K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
74New |
$3.4K - $3.83K
|
74
$3.51K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
73New |
$3.35K - $3.77K
|
73
$3.46K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
65New |
$2.99K - $3.36K
|
65
$3.08K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
64+ 800.0% |
$2.94K - $3.31K
|
72
$3.41K
|