Latest Institutional Transactions on Ishares Tr (IFRA)
This table provides information on the latest institutional transactions involving Ishares Tr (IFRA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16.1K+ 12.2% |
$589K - $651K
|
148K
$7.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.96KNew |
$218K - $241K
|
5.96K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
289+ 3.34% |
$10.6K - $11.7K
|
8.95K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.68K+ 2.77% |
$61.5K - $68K
|
62.3K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19- 0.24% |
$695 - $769
|
7.87K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.9K- 12.55% |
$434K - $480K
|
82.6K
$4M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
17.3KNew |
$634K - $701K
|
17.3K
$839K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-920- 91.45% |
$33.7K - $37.2K
|
86
$4.17K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 16.51% |
$761K - $841K
|
147K
$7.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
12New |
$439 - $485
|
12
$581
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
229KNew |
$8.39M - $9.28M
|
229K
$11.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
29New |
$1.06K - $1.17K
|
29
$1.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
28New |
$1.02K - $1.13K
|
28
$1.36K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
451+ 2.06% |
$16.5K - $18.2K
|
22.3K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
165New |
$6.04K - $6.67K
|
165
$7.99K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17KNew |
$622K - $688K
|
17K
$824K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
162+ 0.51% |
$5.93K - $6.55K
|
31.7K
$1.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-330- 1.63% |
$12.1K - $13.3K
|
20K
$966K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
90New |
$3.29K - $3.64K
|
90
$4.36K
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.19K+ 4.92% |
$117K - $129K
|
67.9K
$3.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$14.6K - $16.2K
|
400
$19.4K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200Closed |
$7.2K - $7.82K
|
0
$0
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-10Closed |
$360 - $391
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
468+ 45.66% |
$16.8K - $18.3K
|
1.49K
$72.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
390New |
$14K - $15.2K
|
390
$18.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
289+ 0.67% |
$10.4K - $11.3K
|
43.7K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-33- 0.42% |
$1.19K - $1.29K
|
7.91K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.5K- 7.43% |
$53.9K - $58.5K
|
18.6K
$903K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-283- 3.22% |
$10.2K - $11.1K
|
8.51K
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.49KNew |
$198K - $214K
|
5.49K
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
15New |
$540 - $586
|
15
$727
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
594+ 10.32% |
$21.4K - $23.2K
|
6.35K
$308K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
8.67KNew |
$312K - $339K
|
8.67K
$420K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
28New |
$1.01K - $1.09K
|
28
$1.36K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
201New |
$7.23K - $7.86K
|
201
$9.74K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 200.0% |
$72 - $78.2
|
3
$145
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.89K+ 54.68% |
$140K - $152K
|
11K
$533K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
372+ 1.42% |
$13.4K - $14.5K
|
26.5K
$1.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
669+ 84.58% |
$24.1K - $26.1K
|
1.46K
$70.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.2KNew |
$187K - $203K
|
5.2K
$252K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
3.7K+ 16.78% |
$133K - $144K
|
25.7K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
154New |
$5.54K - $6.02K
|
154
$7.46K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-360- 1.29% |
$13K - $14.1K
|
27.6K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.04K+ 17.87% |
$37.5K - $40.7K
|
6.87K
$333K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
209+ 3.61% |
$7.52K - $8.17K
|
6.01K
$291K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-464- 7.97% |
$16.7K - $18.1K
|
5.36K
$259K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
33New |
$1.19K - $1.29K
|
33
$1.6K
|
|
| Q1 2023 | |||||||
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.06K- 13.34% |
$143K - $162K
|
26.4K
$1.28M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
840New |
$29.6K - $33.4K
|
840
$40.7K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.22K+ 14.89% |
$78.1K - $88.3K
|
17.1K
$829K
|
|