Purchases and Sales Made in Q1 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
333K+ 197.95% |
$12.7M - $14.5M
|
502K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
329K+ 1219.94% |
$12.6M - $14.3M
|
356K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
253K+ 30.54% |
$9.65M - $11M
|
1.08M
$50M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
107K+ 24.14% |
$4.06M - $4.62M
|
548K
$25.3M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
96.6KNew |
$3.68M - $4.19M
|
96.6K
$4.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
91.8KNew |
$3.5M - $3.98M
|
91.8K
$4.24M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80.9K+ 35.33% |
$3.08M - $3.51M
|
310K
$14.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
76.5KNew |
$2.92M - $3.32M
|
76.5K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.7K+ 4.18% |
$2.89M - $3.28M
|
1.89M
$87.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
71.6K+ 358.36% |
$2.73M - $3.11M
|
91.6K
$4.24M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
66.5KNew |
$2.54M - $2.88M
|
66.5K
$3.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.7K+ 38.79% |
$2.13M - $2.42M
|
199K
$9.22M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52.5K+ 298.45% |
$2M - $2.28M
|
70.1K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.8K+ 612.63% |
$1.86M - $2.12M
|
56.8K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.4K+ 3.76% |
$1.81M - $2.05M
|
1.31M
$60.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
44K+ 19.21% |
$1.68M - $1.91M
|
273K
$12.6M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
43.1KNew |
$1.65M - $1.87M
|
43.1K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
40.8K+ 304.09% |
$1.56M - $1.77M
|
54.2K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.3K+ 5.08% |
$1.54M - $1.75M
|
833K
$38.5M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
37.7KNew |
$1.44M - $1.64M
|
37.7K
$1.74M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
37.6K+ 4.24% |
$1.44M - $1.63M
|
925K
$42.8M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34K+ 32.13% |
$1.3M - $1.47M
|
140K
$6.46M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
33.5KNew |
$1.28M - $1.45M
|
33.5K
$1.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
32.5KNew |
$1.24M - $1.41M
|
32.5K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31.4KNew |
$1.2M - $1.36M
|
31.4K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
27.8K+ 128.79% |
$1.06M - $1.21M
|
49.4K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.1KNew |
$996K - $1.13M
|
26.1K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
24.7KNew |
$942K - $1.07M
|
24.7K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.5KNew |
$933K - $1.06M
|
24.5K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
24KNew |
$917K - $1.04M
|
24K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.4K+ 36.17% |
$854K - $971K
|
84.3K
$3.9M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.8K+ 12.9% |
$832K - $945K
|
191K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.5K+ 7.16% |
$819K - $931K
|
322K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.2K+ 41.52% |
$772K - $878K
|
69K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.8K+ 376.25% |
$755K - $859K
|
25.1K
$1.16M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.2KNew |
$730K - $830K
|
19.2K
$885K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.3K+ 6.67% |
$698K - $793K
|
292K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.7KNew |
$674K - $767K
|
17.7K
$817K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.8K+ 3.55% |
$640K - $728K
|
489K
$22.6M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16.6KNew |
$634K - $721K
|
16.6K
$768K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
14.9K+ 32.44% |
$567K - $645K
|
60.7K
$2.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.1K+ 175.53% |
$539K - $613K
|
22.2K
$1.03M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.9KNew |
$532K - $604K
|
13.9K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 12.61% |
$496K - $564K
|
116K
$5.37M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.4K+ 29.56% |
$472K - $537K
|
54.3K
$2.51M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12K+ 201.67% |
$459K - $522K
|
18K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.8K+ 57.2% |
$452K - $514K
|
32.6K
$1.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
10.4KNew |
$395K - $449K
|
10.4K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.75K+ 7.76% |
$372K - $423K
|
135K
$6.26M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
8.93KNew |
$340K - $387K
|
8.93K
$413K
|