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 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
209+ 3.61% |
$7.52K - $8.17K
|
6.01K
$300K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
201New |
$7.23K - $7.86K
|
201
$10K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
154New |
$5.54K - $6.02K
|
154
$7.7K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
33New |
$1.19K - $1.29K
|
33
$1.65K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
28New |
$1.01K - $1.09K
|
28
$1.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
15New |
$540 - $586
|
15
$750
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 200.0% |
$72 - $78.2
|
3
$150
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
671K+ 137.07% |
$23.6M - $26.7M
|
1.16M
$58M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
210KNew |
$7.38M - $8.34M
|
210K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35.6KNew |
$1.25M - $1.42M
|
35.6K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.8KNew |
$1.05M - $1.18M
|
29.8K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$400K - $452K
|
11.4K
$567K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$366K - $414K
|
10.4K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.22K+ 14.89% |
$78.1K - $88.3K
|
17.1K
$855K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.66KNew |
$58.3K - $65.9K
|
1.66K
$82.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.41KNew |
$49.6K - $56.1K
|
1.41K
$70.4K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.32K+ 10.35% |
$46.5K - $52.5K
|
14.1K
$703K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.2KNew |
$42.1K - $47.6K
|
1.2K
$59.7K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
928+ 12.38% |
$32.7K - $36.9K
|
8.43K
$421K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
840New |
$29.6K - $33.4K
|
840
$42K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
409+ 0.58% |
$14.4K - $16.3K
|
70.7K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
182+ 43.75% |
$6.41K - $7.24K
|
598
$29.9K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
131New |
$4.61K - $5.21K
|
131
$6.55K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$1.76K - $1.99K
|
50
$2.5K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15New |
$528 - $597
|
15
$750
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5New |
$176 - $199
|
5
$250
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$35.2 - $39.8
|
305
$15.2K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
26.2KNew |
$850K - $1M
|
26.2K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
13.1KNew |
$426K - $501K
|
13.1K
$656K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.16KNew |
$200K - $235K
|
6.16K
$308K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.1K+ 12.0% |
$198K - $233K
|
56.9K
$2.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.97KNew |
$193K - $228K
|
5.97K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.88KNew |
$191K - $225K
|
5.88K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.59K+ 97.37% |
$149K - $175K
|
9.31K
$465K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.24K+ 4.93% |
$105K - $124K
|
69.1K
$3.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.13KNew |
$102K - $120K
|
3.13K
$157K
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.75K+ 4.69% |
$89.1K - $105K
|
61.3K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
800+ 7.27% |
$25.9K - $30.5K
|
11.8K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
583New |
$18.9K - $22.2K
|
583
$29.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
500New |
$16.2K - $19.1K
|
500
$25K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
350New |
$11.4K - $13.4K
|
350
$17.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
290New |
$9.4K - $11.1K
|
290
$14.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
260New |
$8.43K - $9.92K
|
260
$13K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
161New |
$5.22K - $6.14K
|
161
$8.05K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
103New |
$3.34K - $3.93K
|
103
$5.15K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
82New |
$2.66K - $3.13K
|
82
$4.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
68New |
$2.21K - $2.59K
|
68
$3.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
12New |
$389 - $458
|
12
$600
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
6New |
$195 - $229
|
6
$300
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
74.5KNew |
$2.4M - $2.92M
|
74.5K
$3.72M
|
|