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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
839+ 9.2% |
$38.5K - $43.4K
|
9.96K
$506K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.24K+ 3.72% |
$56.9K - $64K
|
34.5K
$1.76M
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
76.2K+ 16.62% |
$3.5M - $3.94M
|
535K
$27.2M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.44K- 4.6% |
$112K - $126K
|
50.6K
$2.57M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-195- 2.34% |
$8.96K - $10.1K
|
8.15K
$414K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3.21KNew |
$147K - $166K
|
3.21K
$163K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-200- 57.64% |
$9.19K - $10.3K
|
147
$7.47K
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-124- 3.89% |
$5.7K - $6.41K
|
3.06K
$156K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
212+ 572.97% |
$9.74K - $11K
|
249
$12.7K
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-771- 3.95% |
$35.4K - $39.9K
|
18.8K
$954K
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-370- 2.33% |
$17K - $19.1K
|
15.5K
$788K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
535+ 4.25% |
$24.6K - $27.7K
|
13.1K
$668K
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-258- 4.93% |
$11.9K - $13.3K
|
4.97K
$253K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.39K- 93.22% |
$431K - $485K
|
683
$34.7K
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-807- 6.47% |
$37.1K - $41.7K
|
11.7K
$593K
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
39+ 0.23% |
$1.79K - $2.02K
|
17.1K
$869K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
222+ 3.93% |
$10.2K - $11.5K
|
5.87K
$298K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1KNew |
$45.9K - $51.7K
|
1K
$50.9K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-39- 36.45% |
$1.79K - $2.02K
|
68
$3.46K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33KNew |
$1.52M - $1.71M
|
33K
$1.68M
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-581- 6.23% |
$26.7K - $30K
|
8.75K
$445K
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
23.2KNew |
$1.06M - $1.2M
|
23.2K
$1.18M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-87- 1.66% |
$4K - $4.5K
|
5.15K
$262K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.26K- 19.23% |
$104K - $117K
|
9.5K
$483K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.49KNew |
$206K - $232K
|
4.49K
$228K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.77K- 54.23% |
$81.2K - $91.4K
|
1.49K
$75.9K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.23K- 5.08% |
$103K - $115K
|
41.7K
$2.12M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
13New |
$597 - $672
|
13
$661
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
8New |
$368 - $414
|
8
$407
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.52KNew |
$208K - $234K
|
4.52K
$230K
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
40+ 0.67% |
$1.84K - $2.07K
|
6.04K
$307K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-196- 0.52% |
$9K - $10.1K
|
37.9K
$1.92M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
154+ 57.46% |
$7.07K - $7.96K
|
422
$21.5K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$4.59K - $5.17K
|
100
$5.09K
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
447+ 5.32% |
$20.5K - $23.1K
|
8.85K
$450K
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
33+ 0.52% |
$1.52K - $1.71K
|
6.36K
$323K
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.09K+ 1.95% |
$49.9K - $56.2K
|
56.7K
$2.88M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.9K+ 2.08% |
$317K - $357K
|
339K
$17.2M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-736- 10.37% |
$33.8K - $38.1K
|
6.36K
$324K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.25KNew |
$57.5K - $64.7K
|
1.25K
$63.6K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-95- 1.24% |
$4.36K - $4.91K
|
7.55K
$384K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16New |
$735 - $827
|
16
$814
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
448+ 5.71% |
$20.6K - $23.2K
|
8.29K
$422K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
289+ 2.57% |
$13.3K - $14.9K
|
11.6K
$587K
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
488+ 1.1% |
$22.4K - $25.2K
|
44.8K
$2.28M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
495+ 4.15% |
$22.7K - $25.6K
|
12.4K
$632K
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.89K- 9.32% |
$133K - $149K
|
28.1K
$1.43M
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
409New |
$18.8K - $21.1K
|
409
$20.8K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
904+ 18.1% |
$41.5K - $46.7K
|
5.9K
$300K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.4KNew |
$1.03M - $1.16M
|
22.4K
$1.14M
|