Purchases and Sales Made in Q1 2025 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q1 2025. 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 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
30.4KNew |
$1.36M - $1.5M
|
30.4K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
18.5KNew |
$828K - $911K
|
18.5K
$836K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.95KNew |
$311K - $342K
|
6.95K
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.28K+ 104633.33% |
$281K - $309K
|
6.28K
$284K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.09K+ 1914.78% |
$273K - $300K
|
6.41K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.93KNew |
$266K - $292K
|
5.93K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.83KNew |
$261K - $287K
|
5.83K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
5.7KNew |
$255K - $280K
|
5.7K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
3.08K+ 5.78% |
$138K - $152K
|
56.4K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.93K+ 1.5% |
$131K - $144K
|
198K
$8.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.13K+ 34.3% |
$95.6K - $105K
|
8.35K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.04K+ 89.9% |
$91.3K - $100K
|
4.31K
$195K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2KNew |
$89.6K - $98.5K
|
2K
$90.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.93K+ 4.89% |
$86.2K - $94.8K
|
41.3K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91K+ 4.82% |
$85.5K - $94K
|
41.5K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.63K+ 9.55% |
$73.1K - $80.4K
|
18.7K
$847K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.53K+ 6.28% |
$68.4K - $75.2K
|
25.9K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.12K+ 24.77% |
$50.3K - $55.3K
|
5.65K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.04K+ 3.54% |
$46.4K - $51K
|
30.3K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
945New |
$42.3K - $46.5K
|
945
$42.7K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
769New |
$34.5K - $37.9K
|
769
$34.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
746+ 6.28% |
$33.4K - $36.7K
|
12.6K
$571K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
687+ 309.46% |
$30.8K - $33.8K
|
909
$41.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
675New |
$30.2K - $33.2K
|
675
$30.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
626+ 3.69% |
$28K - $30.8K
|
17.6K
$795K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
467+ 18.69% |
$20.9K - $23K
|
2.97K
$134K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
160+ 1.58% |
$7.17K - $7.88K
|
10.3K
$464K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
159New |
$7.12K - $7.83K
|
159
$7.19K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
147+ 2.42% |
$6.59K - $7.24K
|
6.22K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
137New |
$6.14K - $6.75K
|
137
$6.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
137+ 2.2% |
$6.14K - $6.75K
|
6.37K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
117+ 2.68% |
$5.24K - $5.76K
|
4.49K
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 3.18% |
$3.58K - $3.94K
|
2.59K
$117K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
71+ 0.06% |
$3.18K - $3.5K
|
110K
$4.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
29+ 0.47% |
$1.3K - $1.43K
|
6.19K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 28.0% |
$1.25K - $1.38K
|
128
$5.79K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24+ 14.91% |
$1.08K - $1.18K
|
185
$8.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.59% |
$717 - $788
|
2.73K
$124K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10+ 0.06% |
$448 - $493
|
16.6K
$749K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$89.6 - $98.5
|
4.87K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.02% |
$44.8 - $49.3
|
5.02K
$227K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.46% |
$44.8 - $49.3
|
217
$9.81K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-58- 41.13% |
$2.6K - $2.86K
|
83
$3.75K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 88.89% |
$2.87K - $3.15K
|
8
$362
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-87- 9.82% |
$3.9K - $4.28K
|
799
$36.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-96- 2.8% |
$4.3K - $4.73K
|
3.33K
$151K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-232- 6.41% |
$10.4K - $11.4K
|
3.39K
$153K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-267- 3.46% |
$12K - $13.1K
|
7.44K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-280- 1.62% |
$12.5K - $13.8K
|
17K
$769K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-320- 2.87% |
$14.3K - $15.8K
|
10.8K
$491K
|