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
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
255+ 4.73% |
$11.7K - $13.2K
|
5.65K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
247+ 3.62% |
$11.3K - $12.8K
|
7.07K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
239New |
$11K - $12.4K
|
239
$10.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
234+ 1.54% |
$10.7K - $12.1K
|
15.4K
$680K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
222New |
$10.2K - $11.5K
|
222
$9.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
222+ 3.93% |
$10.2K - $11.5K
|
5.87K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
212+ 572.97% |
$9.74K - $11K
|
249
$11K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
207+ 0.52% |
$9.51K - $10.7K
|
40K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
205+ 2.06% |
$9.42K - $10.6K
|
10.1K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
193+ 13.5% |
$8.87K - $9.98K
|
1.62K
$71.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
161+ 3.31% |
$7.4K - $8.33K
|
5.03K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
154+ 57.46% |
$7.07K - $7.96K
|
422
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
154+ 2.6% |
$7.07K - $7.96K
|
6.08K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
151New |
$6.94K - $7.81K
|
151
$6.66K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
150+ 1.51% |
$6.89K - $7.76K
|
10.1K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
144+ 0.22% |
$6.62K - $7.45K
|
65.7K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
139+ 2.67% |
$6.39K - $7.19K
|
5.34K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
132+ 0.71% |
$6.06K - $6.83K
|
18.8K
$828K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
125+ 2.05% |
$5.74K - $6.46K
|
6.23K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
108+ 0.77% |
$4.96K - $5.58K
|
14.1K
$623K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
107+ 4.45% |
$4.92K - $5.53K
|
2.51K
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
102+ 1.03% |
$4.69K - $5.27K
|
9.98K
$440K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$4.59K - $5.17K
|
100
$4.41K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
95+ 0.99% |
$4.36K - $4.91K
|
9.65K
$426K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
91+ 1.14% |
$4.18K - $4.71K
|
8.09K
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
89+ 0.5% |
$4.09K - $4.6K
|
17.7K
$781K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
83+ 1.39% |
$3.81K - $4.29K
|
6.07K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80+ 98.77% |
$3.68K - $4.14K
|
161
$7.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
74New |
$3.4K - $3.83K
|
74
$3.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
73New |
$3.35K - $3.77K
|
73
$3.22K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
65+ 1.14% |
$2.99K - $3.36K
|
5.78K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
65New |
$2.99K - $3.36K
|
65
$2.87K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
64+ 800.0% |
$2.94K - $3.31K
|
72
$3.18K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
63+ 0.92% |
$2.89K - $3.26K
|
6.93K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59+ 5.44% |
$2.71K - $3.05K
|
1.14K
$50.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55+ 0.38% |
$2.53K - $2.84K
|
14.5K
$640K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
54New |
$2.48K - $2.79K
|
54
$2.38K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 5.02% |
$2.3K - $2.59K
|
1.05K
$46.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 8.14% |
$1.98K - $2.22K
|
571
$25.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42+ 1.57% |
$1.93K - $2.17K
|
2.72K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
41+ 0.4% |
$1.88K - $2.12K
|
10.4K
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
40+ 0.67% |
$1.84K - $2.07K
|
6.04K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
40New |
$1.84K - $2.07K
|
40
$1.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
39+ 0.23% |
$1.79K - $2.02K
|
17.1K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
33New |
$1.52K - $1.71K
|
33
$1.46K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33+ 0.65% |
$1.52K - $1.71K
|
5.14K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
33+ 0.52% |
$1.52K - $1.71K
|
6.36K
$280K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
30New |
$1.38K - $1.55K
|
30
$1.32K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 1.17% |
$1.33K - $1.5K
|
2.5K
$110K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
28New |
$1.29K - $1.45K
|
28
$1.24K
|