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 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-170- 1.51% |
$7.81K - $8.79K
|
11.1K
$498K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-170- 3.22% |
$7.81K - $8.79K
|
5.12K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-174- 0.08% |
$7.99K - $9K
|
218K
$9.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-195- 2.34% |
$8.96K - $10.1K
|
8.15K
$367K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-196- 0.52% |
$9K - $10.1K
|
37.9K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-200- 57.64% |
$9.19K - $10.3K
|
147
$6.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-213- 4.49% |
$9.79K - $11K
|
4.53K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-227- 1.93% |
$10.4K - $11.7K
|
11.6K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-236- 2.05% |
$10.8K - $12.2K
|
11.2K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-239- 0.87% |
$11K - $12.4K
|
27.1K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-240- 1.83% |
$11K - $12.4K
|
12.9K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-241- 3.46% |
$11.1K - $12.5K
|
6.73K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-258- 4.93% |
$11.9K - $13.3K
|
4.97K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-309- 1.11% |
$14.2K - $16K
|
27.5K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-320- 3.76% |
$14.7K - $16.5K
|
8.2K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-323- 4.42% |
$14.8K - $16.7K
|
6.98K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-342- 1.0% |
$15.7K - $17.7K
|
33.7K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-370- 2.33% |
$17K - $19.1K
|
15.5K
$698K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-376- 1.17% |
$17.3K - $19.4K
|
31.9K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-453- 6.35% |
$20.8K - $23.4K
|
6.68K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-478- 1.5% |
$22K - $24.7K
|
31.4K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-546- 2.18% |
$25.1K - $28.2K
|
24.5K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-556- 38.56% |
$25.5K - $28.8K
|
886
$39.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-567- 1.38% |
$26K - $29.3K
|
40.6K
$1.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-570- 1.55% |
$26.2K - $29.5K
|
36.3K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-581- 6.23% |
$26.7K - $30K
|
8.75K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-650- 5.58% |
$29.9K - $33.6K
|
11K
$496K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-666- 1.46% |
$30.6K - $34.4K
|
44.8K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-726- 16.12% |
$33.4K - $37.5K
|
3.78K
$170K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-736- 1.95% |
$33.8K - $38.1K
|
37K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-736- 10.37% |
$33.8K - $38.1K
|
6.36K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-771- 3.95% |
$35.4K - $39.9K
|
18.8K
$845K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-807- 6.47% |
$37.1K - $41.7K
|
11.7K
$525K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-847- 5.35% |
$38.9K - $43.8K
|
15K
$675K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-881- 2.03% |
$40.5K - $45.6K
|
42.6K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-891- 4.95% |
$40.9K - $46.1K
|
17.1K
$771K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-910- 11.21% |
$41.8K - $47.1K
|
7.21K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-976- 4.04% |
$44.8K - $50.5K
|
23.2K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-998- 5.41% |
$45.8K - $51.6K
|
17.4K
$786K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.01K- 5.49% |
$46.4K - $52.2K
|
17.4K
$783K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 3.55% |
$48.3K - $54.3K
|
28.5K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.2K- 0.4% |
$55.1K - $62.1K
|
296K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.25K- 3.71% |
$57.6K - $64.8K
|
32.5K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.26K- 1.65% |
$58K - $65.3K
|
75.3K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 4.03% |
$58.8K - $66.2K
|
30.5K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.33K- 1.85% |
$61.3K - $69K
|
70.9K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.35K- 3.16% |
$61.8K - $69.5K
|
41.2K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.39K- 2.12% |
$64K - $72K
|
64.3K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.47K- 1.84% |
$67.3K - $75.8K
|
78.4K
$3.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.73K- 5.18% |
$79.4K - $89.4K
|
31.6K
$1.43M
|