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
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
24+ 0.44% |
$1.1K - $1.24K
|
5.51K
$251K
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24+ 0.39% |
$1.1K - $1.24K
|
6.16K
$281K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 1.88% |
$1.06K - $1.19K
|
1.24K
$56.7K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22+ 0.89% |
$1.01K - $1.14K
|
2.51K
$114K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
21+ 0.15% |
$965 - $1.09K
|
14.1K
$642K
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
18+ 0.36% |
$827 - $931
|
4.97K
$227K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 0.41% |
$735 - $827
|
3.92K
$179K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16New |
$735 - $827
|
16
$730
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
14+ 0.13% |
$643 - $724
|
10.9K
$499K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.52% |
$643 - $724
|
2.72K
$124K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
14New |
$643 - $724
|
14
$638
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13New |
$597 - $672
|
13
$593
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
13New |
$597 - $672
|
13
$593
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10New |
$459 - $517
|
10
$456
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9New |
$413 - $465
|
9
$410
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
8New |
$368 - $414
|
8
$365
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6New |
$276 - $310
|
6
$274
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3+ 0.02% |
$138 - $155
|
13.7K
$623K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 20.0% |
$91.9 - $103
|
12
$547
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$91.9 - $103
|
5.19K
$237K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.47% |
$45.9 - $51.7
|
216
$9.85K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.32% |
$45.9 - $51.7
|
318
$14.5K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.7% |
$45.9 - $51.7
|
38
$1.73K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.35% |
$45.9 - $51.7
|
289
$13.2K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.01% |
$45.9 - $51.7
|
7.71K
$351K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$184 - $207
|
8.64K
$394K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4- 2.48% |
$184 - $207
|
157
$7.16K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 48.15% |
$597 - $672
|
14
$638
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-23- 0.13% |
$1.06K - $1.19K
|
18.3K
$834K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-27- 0.78% |
$1.24K - $1.4K
|
3.43K
$156K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-31- 3.53% |
$1.42K - $1.6K
|
847
$38.6K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 1.93% |
$1.61K - $1.81K
|
1.78K
$81K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-38- 5.05% |
$1.75K - $1.96K
|
715
$32.6K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-38- 0.77% |
$1.75K - $1.96K
|
4.87K
$222K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-39- 36.45% |
$1.79K - $2.02K
|
68
$3.1K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-41- 10.38% |
$1.88K - $2.12K
|
354
$16.1K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 0.96% |
$2.02K - $2.28K
|
4.53K
$206K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-52- 7.09% |
$2.39K - $2.69K
|
681
$31.1K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-75- 37.5% |
$3.45K - $3.88K
|
125
$5.7K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-77- 9.75% |
$3.54K - $3.98K
|
713
$32.5K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.16% |
$3.58K - $4.03K
|
49.3K
$2.25M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-87- 1.66% |
$4K - $4.5K
|
5.15K
$235K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-95- 1.24% |
$4.36K - $4.91K
|
7.55K
$344K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 1.13% |
$4.59K - $5.17K
|
8.77K
$400K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-107- 34.85% |
$4.92K - $5.53K
|
200
$9.12K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110- 6.56% |
$5.05K - $5.69K
|
1.57K
$71.5K
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-124- 3.89% |
$5.7K - $6.41K
|
3.06K
$140K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-132- 2.79% |
$6.06K - $6.83K
|
4.6K
$210K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-167- 0.37% |
$7.67K - $8.64K
|
45.1K
$2.06M
|