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 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
6.44KNew |
$296K - $333K
|
6.44K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.38K+ 0.72% |
$293K - $330K
|
887K
$42.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.35KNew |
$292K - $328K
|
6.35K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.22KNew |
$286K - $322K
|
6.22K
$297K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
6.22KNew |
$286K - $321K
|
6.22K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.99KNew |
$275K - $310K
|
5.99K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.93K+ 3.52% |
$273K - $307K
|
175K
$8.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.83K+ 2.54% |
$268K - $301K
|
235K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.39K+ 79.94% |
$247K - $278K
|
12.1K
$579K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.27K+ 34.2% |
$242K - $272K
|
20.7K
$987K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.03KNew |
$231K - $260K
|
5.03K
$240K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.01KNew |
$230K - $259K
|
5.01K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.88KNew |
$224K - $252K
|
4.88K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.88K+ 18.14% |
$224K - $252K
|
31.8K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.52KNew |
$208K - $234K
|
4.52K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.49KNew |
$206K - $232K
|
4.49K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.4KNew |
$202K - $228K
|
4.4K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.37KNew |
$201K - $226K
|
4.37K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.35K+ 10.12% |
$200K - $225K
|
47.3K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.24K+ 2.43% |
$195K - $219K
|
179K
$8.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.13K+ 4.81% |
$190K - $214K
|
90K
$4.3M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
4.12K+ 5.82% |
$189K - $213K
|
74.9K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.81KNew |
$175K - $197K
|
3.81K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.66K+ 26.46% |
$168K - $189K
|
17.5K
$835K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.34K+ 9.2% |
$153K - $172K
|
39.6K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3.21KNew |
$147K - $166K
|
3.21K
$153K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.14K+ 19.86% |
$144K - $162K
|
18.9K
$905K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.07K+ 27.33% |
$141K - $158K
|
14.3K
$682K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.05K+ 36.8% |
$140K - $158K
|
11.3K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.03KNew |
$139K - $157K
|
3.03K
$145K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.03K+ 26.01% |
$139K - $157K
|
14.7K
$702K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.98K+ 2.8% |
$137K - $154K
|
110K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.96K+ 5.81% |
$136K - $153K
|
53.8K
$2.57M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.6KNew |
$119K - $134K
|
2.6K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.57K+ 21.94% |
$118K - $133K
|
14.3K
$682K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.27KNew |
$104K - $117K
|
2.27K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.22K+ 1.22% |
$102K - $115K
|
184K
$8.79M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.15K+ 7.92% |
$98.6K - $111K
|
29.2K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.07K+ 13.59% |
$95K - $107K
|
17.3K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.06K+ 10.84% |
$94.7K - $107K
|
21.1K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 2.98% |
$92.3K - $104K
|
69.5K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.91K+ 2.82% |
$87.7K - $98.7K
|
69.6K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.9K+ 27.08% |
$87.3K - $98.2K
|
8.92K
$426K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.8K+ 3.31% |
$82.5K - $92.9K
|
56.1K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.77K+ 8.48% |
$81.3K - $91.5K
|
22.6K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.62K+ 32.39% |
$74.3K - $83.7K
|
6.61K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 16.54% |
$74K - $83.3K
|
11.4K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.48K+ 3.06% |
$68.1K - $76.7K
|
49.9K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.48KNew |
$68.1K - $76.6K
|
1.48K
$70.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.44K+ 7.44% |
$66.2K - $74.5K
|
20.8K
$994K
|