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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
468+ 45.66% |
$16.8K - $18.3K
|
1.49K
$75.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-33- 0.42% |
$1.19K - $1.29K
|
7.91K
$402K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
289+ 0.67% |
$10.4K - $11.3K
|
43.7K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.5K- 7.43% |
$53.9K - $58.5K
|
18.6K
$948K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-283- 3.22% |
$10.2K - $11.1K
|
8.51K
$433K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.49KNew |
$198K - $214K
|
5.49K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
15New |
$540 - $586
|
15
$763
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
594+ 10.32% |
$21.4K - $23.2K
|
6.35K
$323K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
8.67KNew |
$312K - $339K
|
8.67K
$441K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
28New |
$1.01K - $1.09K
|
28
$1.42K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
201New |
$7.23K - $7.86K
|
201
$10.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 200.0% |
$72 - $78.2
|
3
$153
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.89K+ 54.68% |
$140K - $152K
|
11K
$559K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
372+ 1.42% |
$13.4K - $14.5K
|
26.5K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
669+ 84.58% |
$24.1K - $26.1K
|
1.46K
$74.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.2KNew |
$187K - $203K
|
5.2K
$265K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
3.7K+ 16.78% |
$133K - $144K
|
25.7K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.04K+ 17.87% |
$37.5K - $40.7K
|
6.87K
$349K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-360- 1.29% |
$13K - $14.1K
|
27.6K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
154New |
$5.54K - $6.02K
|
154
$7.83K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
209+ 3.61% |
$7.52K - $8.17K
|
6.01K
$305K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-464- 7.97% |
$16.7K - $18.1K
|
5.36K
$272K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
33New |
$1.19K - $1.29K
|
33
$1.68K
|
|
| 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
$1.34M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
840New |
$29.6K - $33.4K
|
840
$42.7K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.22K+ 14.89% |
$78.1K - $88.3K
|
17.1K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.8KNew |
$1.05M - $1.18M
|
29.8K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
182+ 43.75% |
$6.41K - $7.24K
|
598
$30.4K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-55- 0.56% |
$1.94K - $2.19K
|
9.78K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$400K - $452K
|
11.4K
$577K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15New |
$528 - $597
|
15
$763
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-8.55K- 45.08% |
$301K - $340K
|
10.4K
$530K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
671K+ 137.07% |
$23.6M - $26.7M
|
1.16M
$59M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
210KNew |
$7.38M - $8.34M
|
210K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
928+ 12.38% |
$32.7K - $36.9K
|
8.43K
$428K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
131New |
$4.61K - $5.21K
|
131
$6.66K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-128- 1.51% |
$4.51K - $5.09K
|
8.34K
$424K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
409+ 0.58% |
$14.4K - $16.3K
|
70.7K
$3.59M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.2KNew |
$42.1K - $47.6K
|
1.2K
$60.8K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5New |
$176 - $199
|
5
$254
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-395- 4.17% |
$13.9K - $15.7K
|
9.09K
$462K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$1.76K - $1.99K
|
50
$2.54K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$35.2 - $39.8
|
305
$15.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.41KNew |
$49.6K - $56.1K
|
1.41K
$71.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$366K - $414K
|
10.4K
$528K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.83K- 12.23% |
$135K - $152K
|
27.5K
$1.4M
|
|
| Q4 2022 | |||||||
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.59K+ 97.37% |
$149K - $175K
|
9.31K
$473K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.97KNew |
$193K - $228K
|
5.97K
$303K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
103New |
$3.34K - $3.93K
|
103
$5.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.32K- 62.06% |
$75.3K - $88.6K
|
1.42K
$72.2K
|
|