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 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-75- 37.5% |
$3.45K - $3.88K
|
125
$5.97K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-77- 9.75% |
$3.54K - $3.98K
|
713
$34.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.16% |
$3.58K - $4.03K
|
49.3K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-87- 1.66% |
$4K - $4.5K
|
5.15K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-95- 1.24% |
$4.36K - $4.91K
|
7.55K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 1.13% |
$4.59K - $5.17K
|
8.77K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-107- 34.85% |
$4.92K - $5.53K
|
200
$9.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110- 6.56% |
$5.05K - $5.69K
|
1.57K
$74.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-124- 3.89% |
$5.7K - $6.41K
|
3.06K
$146K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-132- 2.79% |
$6.06K - $6.83K
|
4.6K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-167- 0.37% |
$7.67K - $8.64K
|
45.1K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-170- 3.22% |
$7.81K - $8.79K
|
5.12K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-170- 1.51% |
$7.81K - $8.79K
|
11.1K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-174- 0.08% |
$7.99K - $9K
|
218K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-195- 2.34% |
$8.96K - $10.1K
|
8.15K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-196- 0.52% |
$9K - $10.1K
|
37.9K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-200- 57.64% |
$9.19K - $10.3K
|
147
$7.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-213- 4.49% |
$9.79K - $11K
|
4.53K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-227- 1.93% |
$10.4K - $11.7K
|
11.6K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-236- 2.05% |
$10.8K - $12.2K
|
11.2K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-239- 0.87% |
$11K - $12.4K
|
27.1K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-240- 1.83% |
$11K - $12.4K
|
12.9K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-241- 3.46% |
$11.1K - $12.5K
|
6.73K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-258- 4.93% |
$11.9K - $13.3K
|
4.97K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-309- 1.11% |
$14.2K - $16K
|
27.5K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-320- 3.76% |
$14.7K - $16.5K
|
8.2K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-323- 4.42% |
$14.8K - $16.7K
|
6.98K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-342- 1.0% |
$15.7K - $17.7K
|
33.7K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-370- 2.33% |
$17K - $19.1K
|
15.5K
$740K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-376- 1.17% |
$17.3K - $19.4K
|
31.9K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-453- 6.35% |
$20.8K - $23.4K
|
6.68K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-478- 1.5% |
$22K - $24.7K
|
31.4K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-546- 2.18% |
$25.1K - $28.2K
|
24.5K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-556- 38.56% |
$25.5K - $28.8K
|
886
$42.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-567- 1.38% |
$26K - $29.3K
|
40.6K
$1.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-570- 1.55% |
$26.2K - $29.5K
|
36.3K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-581- 6.23% |
$26.7K - $30K
|
8.75K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-650- 5.58% |
$29.9K - $33.6K
|
11K
$525K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-653- 61.6% |
$30K - $33.8K
|
407
$19.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-666- 1.46% |
$30.6K - $34.4K
|
44.8K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-726- 16.12% |
$33.4K - $37.5K
|
3.78K
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-736- 1.95% |
$33.8K - $38.1K
|
37K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-736- 10.37% |
$33.8K - $38.1K
|
6.36K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-771- 3.95% |
$35.4K - $39.9K
|
18.8K
$896K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-807- 6.47% |
$37.1K - $41.7K
|
11.7K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-847- 5.35% |
$38.9K - $43.8K
|
15K
$716K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-881- 2.03% |
$40.5K - $45.6K
|
42.6K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-891- 4.95% |
$40.9K - $46.1K
|
17.1K
$818K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-910- 11.21% |
$41.8K - $47.1K
|
7.21K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-976- 4.04% |
$44.8K - $50.5K
|
23.2K
$1.11M
|