Caldwell Trust CO Ishares Tr Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Tr stock. As of the latest transaction made, Caldwell Trust CO holds 36 shares of IFRA stock, worth $1,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 36 -0.0%

Holding current value

$1,908

Previous $1.77 Million 7.4%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Sep 22, 2025	BUY	$40.97 - $49.19 $1,474 - $1,770	36 New	36 $1.77 Million

Others Institutions Holding IFRA

# of Institutions

396

Shares Held

30.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

9.8M
Shares

$519 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.91M
Shares

$101 Million
0.01% of portfolio
Wharton Business Group, LLC Malvern, PA

1.7M
Shares

$89.9 Million
3.52% of portfolio
Lpl Financial LLC Fort Mill, SC

1.03M
Shares

$54.5 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

953K
Shares

$50.5 Million
0.07% of portfolio

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About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Caldwell Trust CO Ishares Tr Transaction History