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 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.01% |
$267 - $304
|
74.3K
$3.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$267 - $304
|
7
$339
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 70.0% |
$267 - $304
|
17
$823
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$76.3 - $86.7
|
5.18K
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$38.1 - $43.4
|
13.6K
$660K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.83% |
$38.1 - $43.4
|
122
$5.91K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.31% |
$38.1 - $43.4
|
323
$15.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.47% |
$38.1 - $43.4
|
213
$10.3K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.01% |
$38.1 - $43.4
|
8.12K
$393K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.35% |
$38.1 - $43.4
|
285
$13.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.27% |
$38.1 - $43.4
|
45
$2.18K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-11- 0.1% |
$420 - $477
|
10.9K
$528K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 29.09% |
$610 - $694
|
39
$1.89K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-19- 8.64% |
$725 - $824
|
201
$9.74K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-22- 0.28% |
$839 - $954
|
7.91K
$383K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-23- 65.71% |
$877 - $997
|
12
$581
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-32- 0.27% |
$1.22K - $1.39K
|
11.9K
$576K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-32- 0.24% |
$1.22K - $1.39K
|
13.5K
$656K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 1.82% |
$1.37K - $1.56K
|
1.94K
$93.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-47- 0.36% |
$1.79K - $2.04K
|
12.9K
$627K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-48- 25.67% |
$1.83K - $2.08K
|
139
$6.73K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-57- 0.2% |
$2.17K - $2.47K
|
28.1K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-57- 0.49% |
$2.17K - $2.47K
|
11.6K
$561K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-79- 41.36% |
$3.01K - $3.43K
|
112
$5.43K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-88Closed |
$3.36K - $3.82K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-103- 2.06% |
$3.93K - $4.47K
|
4.9K
$238K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-113- 0.3% |
$4.31K - $4.9K
|
37K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-121- 14.49% |
$4.61K - $5.25K
|
714
$34.6K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-122- 9.94% |
$4.65K - $5.29K
|
1.11K
$53.5K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-122- 1.11% |
$4.65K - $5.29K
|
10.8K
$524K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-125- 1.58% |
$4.77K - $5.42K
|
7.79K
$377K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-126- 1.43% |
$4.81K - $5.46K
|
8.67K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-145- 0.94% |
$5.53K - $6.29K
|
15.3K
$742K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-148- 9.34% |
$5.64K - $6.42K
|
1.44K
$69.6K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-166- 2.82% |
$6.33K - $7.2K
|
5.72K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-194- 1.37% |
$7.4K - $8.41K
|
14K
$678K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-199- 29.53% |
$7.59K - $8.63K
|
475
$23K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-214- 0.35% |
$8.16K - $9.28K
|
60.9K
$2.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-230- 36.8% |
$8.77K - $9.97K
|
395
$19.1K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-237- 1.03% |
$9.04K - $10.3K
|
22.7K
$1.1M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-247- 38.24% |
$9.42K - $10.7K
|
399
$19.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-270- 1.01% |
$10.3K - $11.7K
|
26.5K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-293- 2.67% |
$11.2K - $12.7K
|
10.7K
$517K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-334- 3.25% |
$12.7K - $14.5K
|
9.94K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-334- 4.54% |
$12.7K - $14.5K
|
7.02K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-350- 7.87% |
$13.3K - $15.2K
|
4.1K
$199K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-356- 80.91% |
$13.6K - $15.4K
|
84
$4.07K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-359- 3.75% |
$13.7K - $15.6K
|
9.23K
$447K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-370- 3.76% |
$14.1K - $16K
|
9.47K
$459K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-374- 14.18% |
$14.3K - $16.2K
|
2.26K
$110K
|