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 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5New |
$176 - $199
|
5
$234
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 1.45% |
$141 - $159
|
279
$13K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.32% |
$35.2 - $39.8
|
314
$14.7K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.14% |
$35.2 - $39.8
|
89
$4.16K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$35.2 - $39.8
|
13.6K
$637K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.48% |
$35.2 - $39.8
|
209
$9.77K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.33% |
$35.2 - $39.8
|
44
$2.06K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$35.2 - $39.8
|
305
$14.3K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-13- 1.33% |
$458 - $517
|
965
$45.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 94.12% |
$563 - $637
|
1
$46.8
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-54- 0.29% |
$1.9K - $2.15K
|
18.8K
$880K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-55- 0.56% |
$1.94K - $2.19K
|
9.78K
$458K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-64- 0.14% |
$2.25K - $2.55K
|
47K
$2.2M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-75- 2.87% |
$2.64K - $2.99K
|
2.54K
$119K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-75- 2.87% |
$2.64K - $2.99K
|
2.54K
$119K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-92- 76.67% |
$3.24K - $3.66K
|
28
$1.31K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-109- 0.67% |
$3.84K - $4.34K
|
16.2K
$758K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-110- 4.2% |
$3.87K - $4.38K
|
2.51K
$117K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-112- 4.94% |
$3.94K - $4.46K
|
2.15K
$101K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-128- 1.51% |
$4.51K - $5.09K
|
8.34K
$390K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-134- 48.91% |
$4.72K - $5.33K
|
140
$6.55K
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-175- 2.59% |
$6.16K - $6.96K
|
6.57K
$307K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-178- 2.44% |
$6.27K - $7.08K
|
7.11K
$332K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-178- 0.31% |
$6.27K - $7.08K
|
57.7K
$2.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-182- 4.19% |
$6.41K - $7.24K
|
4.16K
$195K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-183- 28.82% |
$6.44K - $7.28K
|
452
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-200- 1.98% |
$7.04K - $7.96K
|
9.9K
$463K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-200- 1.81% |
$7.04K - $7.96K
|
10.9K
$507K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-219- 4.12% |
$7.71K - $8.72K
|
5.1K
$239K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-229- 2.93% |
$8.06K - $9.11K
|
7.59K
$355K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-239- 3.86% |
$8.42K - $9.51K
|
5.95K
$278K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-300- 5.06% |
$10.6K - $11.9K
|
5.63K
$263K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-301- 0.88% |
$10.6K - $12K
|
34.1K
$1.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-338- 5.51% |
$11.9K - $13.5K
|
5.8K
$271K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-354- 5.73% |
$12.5K - $14.1K
|
5.82K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-365- 2.54% |
$12.9K - $14.5K
|
14K
$655K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-395- 4.17% |
$13.9K - $15.7K
|
9.09K
$425K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-397- 2.06% |
$14K - $15.8K
|
18.9K
$883K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-427- 0.21% |
$15K - $17K
|
199K
$9.32M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-432- 1.51% |
$15.2K - $17.2K
|
28.2K
$1.32M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-444- 4.19% |
$15.6K - $17.7K
|
10.2K
$475K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-451- 3.21% |
$15.9K - $17.9K
|
13.6K
$637K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-502- 4.75% |
$17.7K - $20K
|
10.1K
$471K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-540- 1.4% |
$19K - $21.5K
|
37.9K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-565- 9.09% |
$19.9K - $22.5K
|
5.65K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-657- 1.51% |
$23.1K - $26.1K
|
43K
$2.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-673- 1.43% |
$23.7K - $26.8K
|
46.3K
$2.16M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-692- 7.28% |
$24.4K - $27.5K
|
8.81K
$412K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-707- 8.31% |
$24.9K - $28.1K
|
7.8K
$365K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-735- 3.26% |
$25.9K - $29.3K
|
21.8K
$1.02M
|