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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-446- 3.16% |
$18.5K - $20.9K
|
13.7K
$631K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-108- 6.79% |
$4.49K - $5.07K
|
1.48K
$68.5K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
519+ 1.41% |
$21.6K - $24.4K
|
37.4K
$1.73M
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
72+ 0.25% |
$2.99K - $3.38K
|
29.3K
$1.35M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$41.6 - $47
|
13.6K
$630K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-38.6K- 60.34% |
$1.6M - $1.81M
|
25.4K
$1.17M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.85K- 3.14% |
$77K - $87K
|
57.1K
$2.64M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.28K- 19.21% |
$261K - $295K
|
26.4K
$1.22M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.74KNew |
$280K - $316K
|
6.74K
$311K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.38KNew |
$182K - $205K
|
4.38K
$202K
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$2.95K - $3.33K
|
71
$3.28K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-261K- 94.91% |
$10.9M - $12.3M
|
14K
$647K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.18K+ 7.52% |
$132K - $149K
|
45.5K
$2.1M
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-201- 1.68% |
$8.35K - $9.44K
|
11.8K
$545K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
119+ 1.73% |
$4.94K - $5.59K
|
7.02K
$324K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.69K+ 22.45% |
$237K - $267K
|
31K
$1.43M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
211+ 0.47% |
$8.77K - $9.91K
|
45.1K
$2.08M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.31K- 17.66% |
$137K - $155K
|
15.4K
$713K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
78+ 0.56% |
$3.24K - $3.66K
|
14.1K
$650K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-73- 0.08% |
$3.03K - $3.43K
|
90.4K
$4.18M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
791+ 1.77% |
$32.9K - $37.2K
|
45.4K
$2.1M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.23K- 12.85% |
$51.1K - $57.8K
|
8.35K
$386K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-385- 7.16% |
$16K - $18.1K
|
5K
$231K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
50+ 0.63% |
$2.08K - $2.35K
|
7.99K
$369K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.97KNew |
$373K - $421K
|
8.97K
$415K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
2.16K+ 8.59% |
$89.7K - $101K
|
27.3K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.11KNew |
$212K - $240K
|
5.11K
$236K
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
18.6KNew |
$775K - $876K
|
18.6K
$862K
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
985+ 3.0% |
$40.9K - $46.3K
|
33.8K
$1.56M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 32.5% |
$540 - $611
|
53
$2.45K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
824+ 7.73% |
$34.2K - $38.7K
|
11.5K
$531K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$83.1 - $93.9
|
4.91K
$227K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-119- 1.66% |
$4.94K - $5.59K
|
7.04K
$325K
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
134+ 0.24% |
$5.57K - $6.29K
|
55.6K
$2.57M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.45KNew |
$185K - $209K
|
4.45K
$206K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-119- 13.97% |
$4.94K - $5.59K
|
733
$33.9K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-8.3K- 45.98% |
$345K - $390K
|
9.75K
$451K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.7K+ 9.79% |
$1.53M - $1.73M
|
412K
$19M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.27K+ 13.9% |
$177K - $200K
|
34.9K
$1.62M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-130- 12.92% |
$5.4K - $6.11K
|
876
$40.5K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.06% |
$125 - $141
|
5.19K
$240K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
66+ 2.82% |
$2.74K - $3.1K
|
2.41K
$111K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.43K+ 8.75% |
$142K - $161K
|
42.6K
$1.97M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-36.7K- 56.95% |
$1.52M - $1.72M
|
27.7K
$1.28M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
148+ 0.57% |
$6.15K - $6.95K
|
25.9K
$1.2M
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.02% |
$41.6 - $47
|
5.02K
$232K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-16.6K- 64.76% |
$688K - $777K
|
9.01K
$416K
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
14.5K+ 25.35% |
$601K - $679K
|
71.5K
$3.3M
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-376- 0.58% |
$15.6K - $17.7K
|
64.1K
$2.96M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.11K+ 6.36% |
$87.6K - $99K
|
35.2K
$1.63M
|