Purchases and Sales Made in Q1 2023 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.99K+ 27.09% |
$316K - $358K
|
42.2K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.79KNew |
$310K - $350K
|
8.79K
$411K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.62K+ 7.97% |
$303K - $343K
|
117K
$5.46M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.91K+ 11.91% |
$278K - $315K
|
74.3K
$3.47M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.78K+ 6.37% |
$274K - $310K
|
130K
$6.08M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.7KNew |
$271K - $306K
|
7.7K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.57KNew |
$266K - $301K
|
7.57K
$354K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.87K+ 76.82% |
$242K - $274K
|
15.8K
$740K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.85K+ 7.44% |
$241K - $272K
|
98.8K
$4.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
6.63KNew |
$233K - $264K
|
6.63K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
6.53KNew |
$230K - $260K
|
6.53K
$305K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.45K+ 97.64% |
$227K - $257K
|
13K
$610K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.34KNew |
$223K - $252K
|
6.34K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.18K+ 10.7% |
$218K - $246K
|
63.9K
$2.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.88K+ 2.4% |
$207K - $234K
|
251K
$11.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.77K+ 49.32% |
$203K - $229K
|
17.5K
$817K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.67KNew |
$200K - $226K
|
5.67K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.64KNew |
$199K - $224K
|
5.64K
$264K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.63KNew |
$198K - $224K
|
5.63K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.43K+ 23.75% |
$191K - $216K
|
28.3K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.36K+ 28.77% |
$189K - $213K
|
24K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.04K+ 1.42% |
$177K - $200K
|
359K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.84K+ 15.41% |
$170K - $193K
|
36.2K
$1.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
4.71K+ 27.22% |
$166K - $187K
|
22K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.66K+ 0.62% |
$164K - $185K
|
751K
$35.1M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.47K+ 18.0% |
$157K - $178K
|
29.3K
$1.37M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.41K+ 8.64% |
$155K - $176K
|
55.5K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.33K+ 0.86% |
$152K - $172K
|
505K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.28K+ 52.4% |
$151K - $170K
|
12.5K
$582K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4K+ 2.19% |
$141K - $159K
|
187K
$8.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.98K+ 6.75% |
$140K - $158K
|
62.9K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.87K+ 11.79% |
$136K - $154K
|
36.7K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.61K+ 22.75% |
$127K - $144K
|
19.5K
$910K
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
3.55K+ 12.53% |
$125K - $141K
|
31.9K
$1.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.48K+ 6.42% |
$123K - $139K
|
57.7K
$2.7M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.38K+ 3.3% |
$119K - $134K
|
106K
$4.95M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.37K+ 33.38% |
$119K - $134K
|
13.5K
$631K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.35K+ 16.92% |
$118K - $133K
|
23.1K
$1.08M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.33K+ 6.93% |
$117K - $133K
|
51.5K
$2.41M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.27K+ 90.02% |
$115K - $130K
|
6.9K
$323K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.12K+ 7.22% |
$110K - $124K
|
46.3K
$2.16M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
2.9K+ 10.19% |
$102K - $115K
|
31.3K
$1.46M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.82K+ 27.87% |
$99.4K - $112K
|
13K
$606K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.78K+ 2577.78% |
$98K - $111K
|
2.89K
$135K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.63K+ 6.26% |
$92.5K - $105K
|
44.6K
$2.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.58K+ 8.44% |
$90.9K - $103K
|
33.2K
$1.55M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.28K+ 9.6% |
$80.2K - $90.6K
|
26K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.22K+ 14.89% |
$78.1K - $88.3K
|
17.1K
$800K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.19K+ 4.88% |
$76.9K - $87K
|
46.9K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.97K+ 5.96% |
$69.4K - $78.4K
|
35K
$1.64M
|