Latest Institutional Purchases of Ishares Tr (IFRA)
This list provides information on the latest institutional transactions involving Ishares Tr (IFRA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.83% |
$38.1 - $43.4
|
122
$6.1K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.2KNew |
$1.25M - $1.47M
|
36.2K
$1.81M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.6K+ 82.45% |
$1.02M - $1.2M
|
65.5K
$3.27M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$746K - $877K
|
21.6K
$1.08M
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.66KNew |
$265K - $311K
|
7.66K
$383K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$192K - $226K
|
5.56K
$278K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.89K+ 14.26% |
$99.9K - $117K
|
23.1K
$1.16M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.75K+ 6.48% |
$60.4K - $71K
|
28.7K
$1.43M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.49K+ 21.68% |
$51.5K - $60.5K
|
8.36K
$418K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.37K+ 4.7% |
$47.3K - $55.6K
|
30.5K
$1.52M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
273+ 4.23% |
$9.44K - $11.1K
|
6.72K
$336K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
272+ 1.46% |
$9.41K - $11.1K
|
18.8K
$942K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$3.46K - $4.06K
|
100
$5K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
81New |
$2.8K - $3.29K
|
81
$4.05K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 1600.0% |
$2.21K - $2.6K
|
68
$3.4K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43New |
$1.49K - $1.75K
|
43
$2.15K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$657 - $772
|
19
$949
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14New |
$484 - $569
|
14
$700
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13New |
$450 - $528
|
13
$650
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
11New |
$380 - $447
|
11
$550
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
229KNew |
$8.39M - $9.28M
|
229K
$11.5M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 16.51% |
$761K - $841K
|
147K
$7.33M
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
17.3KNew |
$634K - $701K
|
17.3K
$866K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17KNew |
$622K - $688K
|
17K
$850K
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16.1K+ 12.2% |
$589K - $651K
|
148K
$7.4M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.96KNew |
$218K - $241K
|
5.96K
$298K
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.19K+ 4.92% |
$117K - $129K
|
67.9K
$3.4M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.68K+ 2.77% |
$61.5K - $68K
|
62.3K
$3.11M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
451+ 2.06% |
$16.5K - $18.2K
|
22.3K
$1.12M
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$14.6K - $16.2K
|
400
$20K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
289+ 3.34% |
$10.6K - $11.7K
|
8.95K
$447K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
165New |
$6.04K - $6.67K
|
165
$8.25K
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
162+ 0.51% |
$5.93K - $6.55K
|
31.7K
$1.58M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
90New |
$3.29K - $3.64K
|
90
$4.5K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
29New |
$1.06K - $1.17K
|
29
$1.45K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
28New |
$1.02K - $1.13K
|
28
$1.4K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
12New |
$439 - $485
|
12
$600
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 3.02% |
$329 - $364
|
307
$15.3K
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
8.67KNew |
$312K - $339K
|
8.67K
$433K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.49KNew |
$198K - $214K
|
5.49K
$274K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.2KNew |
$187K - $203K
|
5.2K
$260K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.89K+ 54.68% |
$140K - $152K
|
11K
$550K
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
3.7K+ 16.78% |
$133K - $144K
|
25.7K
$1.28M
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.04K+ 17.87% |
$37.5K - $40.7K
|
6.87K
$343K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
669+ 84.58% |
$24.1K - $26.1K
|
1.46K
$73K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
594+ 10.32% |
$21.4K - $23.2K
|
6.35K
$317K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
468+ 45.66% |
$16.8K - $18.3K
|
1.49K
$74.6K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
390New |
$14K - $15.2K
|
390
$19.5K
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
372+ 1.42% |
$13.4K - $14.5K
|
26.5K
$1.33M
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
289+ 0.67% |
$10.4K - $11.3K
|
43.7K
$2.18M
|