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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.02K- 32.06% |
$115K - $131K
|
6.4K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.24K- 6.03% |
$123K - $140K
|
50.5K
$2.44M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.31K- 35.37% |
$126K - $144K
|
6.05K
$293K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.34K- 15.72% |
$127K - $145K
|
17.9K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-3.37K- 28.34% |
$128K - $146K
|
8.51K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.43K- 7.96% |
$131K - $149K
|
39.7K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.45K- 36.12% |
$132K - $150K
|
6.11K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.65K- 9.03% |
$139K - $158K
|
36.8K
$1.78M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.69K- 3.36% |
$141K - $160K
|
106K
$5.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.8K- 7.5% |
$145K - $165K
|
46.9K
$2.27M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-3.94K- 22.14% |
$150K - $171K
|
13.8K
$670K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.97K- 1.58% |
$151K - $172K
|
248K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.14K- 45.19% |
$158K - $179K
|
5.02K
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.28K- 16.08% |
$163K - $186K
|
22.3K
$1.08M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.51K- 2.63% |
$172K - $196K
|
167K
$8.09M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.81K- 16.05% |
$184K - $209K
|
25.2K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.37K- 8.35% |
$205K - $233K
|
58.9K
$2.85M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-5.67K- 14.82% |
$216K - $246K
|
32.6K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-5.72K- 3.06% |
$218K - $248K
|
182K
$8.8M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.11K- 26.31% |
$233K - $265K
|
17.1K
$828K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.33K- 1.96% |
$241K - $274K
|
316K
$15.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.33K- 6.81% |
$241K - $274K
|
86.6K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.38K- 2.5% |
$243K - $277K
|
249K
$12.1M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.47K- 9.12% |
$247K - $280K
|
64.5K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.56K- 58.65% |
$250K - $284K
|
4.62K
$224K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.67K- 36.74% |
$254K - $289K
|
11.5K
$556K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.05K- 3.9% |
$269K - $306K
|
174K
$8.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.58K- 28.13% |
$289K - $329K
|
19.4K
$938K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.62K- 14.35% |
$291K - $331K
|
45.5K
$2.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-7.88K- 47.41% |
$301K - $342K
|
8.74K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-8.28K- 24.54% |
$316K - $359K
|
25.4K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.49K- 7.1% |
$324K - $368K
|
111K
$5.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-9.09K- 51.5% |
$347K - $394K
|
8.56K
$415K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-9.39K- 11.89% |
$358K - $407K
|
69.6K
$3.37M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.6K- 1.29% |
$482K - $548K
|
964K
$46.7M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.9K- 17.98% |
$492K - $559K
|
58.8K
$2.85M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.7K- 3.17% |
$562K - $638K
|
450K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.8K- 10.26% |
$566K - $643K
|
130K
$6.28M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.9K- 17.7% |
$570K - $648K
|
69.5K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.2K- 8.86% |
$619K - $704K
|
167K
$8.09M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.4K- 29.13% |
$626K - $712K
|
39.9K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.8K- 6.91% |
$639K - $726K
|
226K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18K- 53.1% |
$687K - $782K
|
15.9K
$771K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-24K- 9.07% |
$915K - $1.04M
|
241K
$11.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-25K- 50.55% |
$954K - $1.08M
|
24.5K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28.2K- 14.34% |
$1.07M - $1.22M
|
168K
$8.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.7K- 15.17% |
$1.09M - $1.24M
|
160K
$7.77M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-29K- 47.48% |
$1.11M - $1.26M
|
32.1K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-29.8K- 49.47% |
$1.14M - $1.29M
|
30.4K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.8K- 4.85% |
$1.21M - $1.38M
|
623K
$30.2M
|