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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
63+ 0.92% |
$2.89K - $3.26K
|
6.93K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59+ 5.44% |
$2.71K - $3.05K
|
1.14K
$54.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
54New |
$2.48K - $2.79K
|
54
$2.56K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 8.14% |
$1.98K - $2.22K
|
571
$27.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
33New |
$1.52K - $1.71K
|
33
$1.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33+ 0.65% |
$1.52K - $1.71K
|
5.14K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
24+ 0.44% |
$1.1K - $1.24K
|
5.51K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
21+ 0.15% |
$965 - $1.09K
|
14.1K
$668K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16New |
$735 - $827
|
16
$759
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 0.41% |
$735 - $827
|
3.92K
$186K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
14New |
$643 - $724
|
14
$664
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.52% |
$643 - $724
|
2.72K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13New |
$597 - $672
|
13
$616
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$91.9 - $103
|
5.19K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.32% |
$45.9 - $51.7
|
318
$15.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.47% |
$45.9 - $51.7
|
216
$10.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$184 - $207
|
8.64K
$410K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4- 2.48% |
$184 - $207
|
157
$7.44K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-52- 7.09% |
$2.39K - $2.69K
|
681
$32.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-75- 37.5% |
$3.45K - $3.88K
|
125
$5.93K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-77- 9.75% |
$3.54K - $3.98K
|
713
$33.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-95- 1.24% |
$4.36K - $4.91K
|
7.55K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-107- 34.85% |
$4.92K - $5.53K
|
200
$9.48K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-132- 2.79% |
$6.06K - $6.83K
|
4.6K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-167- 0.37% |
$7.67K - $8.64K
|
45.1K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-170- 3.22% |
$7.81K - $8.79K
|
5.12K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-170- 1.51% |
$7.81K - $8.79K
|
11.1K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-213- 4.49% |
$9.79K - $11K
|
4.53K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-227- 1.93% |
$10.4K - $11.7K
|
11.6K
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-240- 1.83% |
$11K - $12.4K
|
12.9K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-323- 4.42% |
$14.8K - $16.7K
|
6.98K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-342- 1.0% |
$15.7K - $17.7K
|
33.7K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-546- 2.18% |
$25.1K - $28.2K
|
24.5K
$1.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-570- 1.55% |
$26.2K - $29.5K
|
36.3K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-736- 10.37% |
$33.8K - $38.1K
|
6.36K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-998- 5.41% |
$45.8K - $51.6K
|
17.4K
$827K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 3.55% |
$48.3K - $54.3K
|
28.5K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.25K- 3.71% |
$57.6K - $64.8K
|
32.5K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 4.03% |
$58.8K - $66.2K
|
30.5K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.33K- 1.85% |
$61.3K - $69K
|
70.9K
$3.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.35K- 3.16% |
$61.8K - $69.5K
|
41.2K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.39K- 2.12% |
$64K - $72K
|
64.3K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.1K- 5.6% |
$96.2K - $108K
|
35.3K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.21K- 4.97% |
$101K - $114K
|
42.3K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.36K- 21.08% |
$108K - $122K
|
8.83K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.44K- 4.53% |
$112K - $126K
|
51.5K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.68K- 5.91% |
$123K - $139K
|
42.8K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.76K- 4.1% |
$127K - $143K
|
64.5K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.89K- 9.32% |
$133K - $149K
|
28.1K
$1.33M
|