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 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.07K+ 4.27% |
$48.9K - $55.1K
|
26K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.06K+ 2.87% |
$48.7K - $54.8K
|
37.9K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.02K+ 176.51% |
$47K - $52.8K
|
1.6K
$73.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02K+ 6.27% |
$46.7K - $52.6K
|
17.2K
$795K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1KNew |
$45.9K - $51.7K
|
1K
$46.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
954+ 11.43% |
$43.8K - $49.3K
|
9.3K
$429K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
950+ 4.69% |
$43.6K - $49.1K
|
21.2K
$978K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
948+ 3.46% |
$43.6K - $49K
|
28.3K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
943+ 1.78% |
$43.3K - $48.8K
|
53.8K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
937+ 3.61% |
$43K - $48.5K
|
26.9K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
907New |
$41.7K - $46.9K
|
907
$41.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
904+ 18.1% |
$41.5K - $46.7K
|
5.9K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
839+ 9.2% |
$38.5K - $43.4K
|
9.96K
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
809+ 6.02% |
$37.2K - $41.8K
|
14.3K
$657K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
770+ 2.33% |
$35.4K - $39.8K
|
33.8K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
765+ 7.81% |
$35.1K - $39.6K
|
10.6K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
729+ 1.04% |
$33.5K - $37.7K
|
71K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
702+ 9.19% |
$32.2K - $36.3K
|
8.34K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
658+ 7.43% |
$30.2K - $34K
|
9.52K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
642+ 1.3% |
$29.5K - $33.2K
|
49.9K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
632+ 1.33% |
$29K - $32.7K
|
48K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
625+ 9.01% |
$28.7K - $32.3K
|
7.56K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
625+ 9.72% |
$28.7K - $32.3K
|
7.05K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
621+ 1.38% |
$28.5K - $32.1K
|
45.7K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
603+ 3.91% |
$27.7K - $31.2K
|
16K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
580+ 7.67% |
$26.6K - $30K
|
8.15K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
562+ 6.85% |
$25.8K - $29.1K
|
8.77K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
550+ 3.95% |
$25.3K - $28.4K
|
14.5K
$667K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
535+ 4.25% |
$24.6K - $27.7K
|
13.1K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
519+ 0.82% |
$23.8K - $26.8K
|
64.2K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
496+ 2.11% |
$22.8K - $25.6K
|
23.9K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
495+ 4.15% |
$22.7K - $25.6K
|
12.4K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
488+ 1.1% |
$22.4K - $25.2K
|
44.8K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
477New |
$21.9K - $24.7K
|
477
$22K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
448+ 5.71% |
$20.6K - $23.2K
|
8.29K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
447+ 5.32% |
$20.5K - $23.1K
|
8.85K
$408K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
440+ 1.25% |
$20.2K - $22.8K
|
35.6K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
409New |
$18.8K - $21.1K
|
409
$18.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
358+ 8.08% |
$16.4K - $18.5K
|
4.79K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
354+ 4.96% |
$16.3K - $18.3K
|
7.49K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
345+ 3.5% |
$15.8K - $17.8K
|
10.2K
$471K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
303+ 1.02% |
$13.9K - $15.7K
|
30.1K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
298+ 4.1% |
$13.7K - $15.4K
|
7.58K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
289+ 2.57% |
$13.3K - $14.9K
|
11.6K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
289+ 3.25% |
$13.3K - $14.9K
|
9.18K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
286+ 9.59% |
$13.1K - $14.8K
|
3.27K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
285+ 1.71% |
$13.1K - $14.7K
|
17K
$782K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
274+ 0.86% |
$12.6K - $14.2K
|
32.2K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
267+ 0.98% |
$12.3K - $13.8K
|
27.6K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
255+ 4.73% |
$11.7K - $13.2K
|
5.65K
$260K
|