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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$618 - $673
|
15
$768
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
8New |
$330 - $359
|
8
$409
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 27.78% |
$206 - $224
|
23
$1.18K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
96.6KNew |
$3.68M - $4.19M
|
96.6K
$4.94M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.4K+ 36.17% |
$854K - $971K
|
84.3K
$4.31M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.2KNew |
$730K - $830K
|
19.2K
$980K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.7KNew |
$674K - $767K
|
17.7K
$905K
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
9.86K+ 48.93% |
$376K - $427K
|
30K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.26KNew |
$277K - $315K
|
7.26K
$372K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
5KNew |
$191K - $217K
|
5K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.9K+ 8.78% |
$111K - $126K
|
36K
$1.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$76.3K - $86.7K
|
2K
$102K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.36K+ 7.68% |
$51.7K - $58.8K
|
19K
$973K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
565New |
$21.5K - $24.5K
|
565
$28.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
394+ 6.74% |
$15K - $17.1K
|
6.24K
$319K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
188+ 0.82% |
$7.17K - $8.15K
|
23.2K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
142New |
$5.42K - $6.16K
|
142
$7.27K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
113New |
$4.31K - $4.9K
|
113
$5.78K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$1.64K - $1.86K
|
43
$2.2K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
18New |
$687 - $780
|
18
$921
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
18New |
$687 - $780
|
18
$921
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$572 - $650
|
15
$768
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8New |
$305 - $347
|
8
$409
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.27% |
$38.1 - $43.4
|
45
$2.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.83% |
$38.1 - $43.4
|
122
$6.24K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.2KNew |
$1.25M - $1.47M
|
36.2K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$746K - $877K
|
21.6K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.66KNew |
$265K - $311K
|
7.66K
$392K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$192K - $226K
|
5.56K
$285K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.89K+ 14.26% |
$99.9K - $117K
|
23.1K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.75K+ 6.48% |
$60.4K - $71K
|
28.7K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.49K+ 21.68% |
$51.5K - $60.5K
|
8.36K
$428K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.37K+ 4.7% |
$47.3K - $55.6K
|
30.5K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
273+ 4.23% |
$9.44K - $11.1K
|
6.72K
$344K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
272+ 1.46% |
$9.41K - $11.1K
|
18.8K
$964K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$3.46K - $4.06K
|
100
$5.12K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
81New |
$2.8K - $3.29K
|
81
$4.14K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 1600.0% |
$2.21K - $2.6K
|
68
$3.48K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43New |
$1.49K - $1.75K
|
43
$2.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$657 - $772
|
19
$972
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14New |
$484 - $569
|
14
$716
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13New |
$450 - $528
|
13
$665
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
11New |
$380 - $447
|
11
$563
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
229KNew |
$8.39M - $9.28M
|
229K
$11.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 16.51% |
$761K - $841K
|
147K
$7.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
17.3KNew |
$634K - $701K
|
17.3K
$886K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17KNew |
$622K - $688K
|
17K
$870K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16.1K+ 12.2% |
$589K - $651K
|
148K
$7.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.96KNew |
$218K - $241K
|
5.96K
$305K
|
|