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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-190K- 70.28% |
$8.52M - $9.36M
|
80.4K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-203K- 93.02% |
$9.08M - $9.98M
|
15.2K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-276K- 12.22% |
$12.4M - $13.6M
|
1.98M
$101M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-285K- 90.78% |
$12.7M - $14M
|
28.9K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-312K- 92.58% |
$14M - $15.3M
|
25K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-371K- 54.44% |
$16.6M - $18.2M
|
310K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-371K- 43.29% |
$16.6M - $18.3M
|
486K
$24.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-423K- 85.11% |
$19M - $20.9M
|
74.1K
$3.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-695K- 96.48% |
$31.1M - $34.2M
|
25.3K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-795K- 89.61% |
$35.6M - $39.1M
|
92.1K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.43M- 89.44% |
$64.2M - $70.6M
|
169K
$8.65M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.74M- 61.2% |
$77.8M - $85.5M
|
1.1M
$56.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.1M- 95.62% |
$318M - $350M
|
326K
$16.6M
|