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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-328- 64.82% |
$14.7K - $16.2K
|
178
$8.05K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-394- 7.93% |
$17.7K - $19.4K
|
4.58K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-422- 8.13% |
$18.9K - $20.8K
|
4.77K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-459- 0.59% |
$20.6K - $22.6K
|
78K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-604- 88.69% |
$27.1K - $29.7K
|
77
$3.48K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-698- 1.65% |
$31.3K - $34.4K
|
41.6K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-798- 64.15% |
$35.8K - $39.3K
|
446
$20.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-838- 13.48% |
$37.5K - $41.3K
|
5.38K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-839- 12.69% |
$37.6K - $41.3K
|
5.77K
$261K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-857- 13.49% |
$38.4K - $42.2K
|
5.49K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-860- 9.37% |
$38.5K - $42.4K
|
8.32K
$376K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-862- 16.21% |
$38.6K - $42.5K
|
4.46K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-902- 14.85% |
$40.4K - $44.4K
|
5.17K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-958- 6.52% |
$42.9K - $47.2K
|
13.7K
$621K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 58.91% |
$45.9K - $50.5K
|
715
$32.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.18K- 5.82% |
$52.7K - $57.9K
|
19K
$860K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.31K- 17.41% |
$58.5K - $64.3K
|
6.19K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 36.91% |
$62.5K - $68.7K
|
2.38K
$108K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.56K- 10.93% |
$69.8K - $76.7K
|
12.7K
$574K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.71K- 17.68% |
$76.4K - $84K
|
7.94K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.73K- 14.26% |
$77.5K - $85.2K
|
10.4K
$470K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.15K- 49.85% |
$96.1K - $106K
|
2.16K
$97.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-2.56K- 6.95% |
$115K - $126K
|
34.3K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.68K- 7.0% |
$120K - $132K
|
35.6K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.15K- 69.64% |
$141K - $155K
|
1.37K
$62.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.43K- 32.27% |
$154K - $169K
|
7.2K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.46K- 30.44% |
$155K - $170K
|
7.9K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-3.7K- 36.46% |
$166K - $182K
|
6.44K
$291K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-3.79K- 99.45% |
$170K - $187K
|
21
$950
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.14K- 86.59% |
$186K - $204K
|
642
$29K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.25K- 10.31% |
$190K - $209K
|
37K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.49K- 34.89% |
$201K - $221K
|
8.38K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4.64K- 95.08% |
$208K - $229K
|
240
$10.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5.13K- 46.33% |
$230K - $252K
|
5.94K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.72K- 18.96% |
$256K - $282K
|
24.4K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-5.97K- 15.75% |
$268K - $294K
|
32K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.34K- 22.92% |
$284K - $312K
|
21.3K
$964K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.31K- 14.64% |
$327K - $360K
|
42.6K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-11.1K- 12.29% |
$498K - $548K
|
79.4K
$3.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 42.16% |
$701K - $771K
|
21.5K
$971K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-15.9K- 53.07% |
$713K - $784K
|
14.1K
$636K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.7K- 9.49% |
$750K - $824K
|
160K
$7.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18.2K- 74.33% |
$816K - $897K
|
6.29K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20.2K- 82.36% |
$905K - $995K
|
4.33K
$196K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-23K- 61.42% |
$1.03M - $1.13M
|
14.5K
$654K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-25.1K- 78.11% |
$1.13M - $1.24M
|
7.05K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-25.4K- 85.05% |
$1.14M - $1.25M
|
4.47K
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-28.4K- 76.93% |
$1.27M - $1.4M
|
8.53K
$386K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-30.8K- 47.72% |
$1.38M - $1.52M
|
33.7K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-33.8K- 86.62% |
$1.51M - $1.66M
|
5.22K
$236K
|