Purchases and Sales Made in Q2 2023 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.37K+ 22.89% |
$229K - $249K
|
34.2K
$1.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.15K+ 13.79% |
$221K - $240K
|
50.8K
$2.5M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
5.64KNew |
$203K - $220K
|
5.64K
$278K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.55K+ 52.7% |
$200K - $217K
|
16.1K
$793K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.5K+ 6.29% |
$198K - $215K
|
92.9K
$4.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.49KNew |
$198K - $214K
|
5.49K
$270K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.36KNew |
$193K - $210K
|
5.36K
$264K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.33K+ 9.64% |
$192K - $208K
|
60.6K
$2.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
5.28K+ 667.97% |
$190K - $206K
|
6.07K
$299K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.27KNew |
$190K - $206K
|
5.27K
$260K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.21K+ 20.01% |
$187K - $203K
|
31.2K
$1.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.2KNew |
$187K - $203K
|
5.2K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.2KNew |
$187K - $203K
|
5.2K
$256K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.18KNew |
$186K - $202K
|
5.18K
$255K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.39K+ 0.99% |
$158K - $172K
|
447K
$22M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.28K+ 1.71% |
$154K - $167K
|
255K
$12.6M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.19K+ 5.29% |
$151K - $164K
|
83.4K
$4.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.89K+ 54.68% |
$140K - $152K
|
11K
$542K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.82K+ 23.58% |
$138K - $149K
|
20K
$987K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
3.7K+ 16.78% |
$133K - $144K
|
25.7K
$1.27M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 7.84% |
$132K - $144K
|
50.5K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
3.67K+ 59.36% |
$132K - $143K
|
9.85K
$485K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.65K+ 3.55% |
$132K - $143K
|
107K
$5.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 21.73% |
$130K - $141K
|
20.3K
$999K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.44K+ 25.5% |
$124K - $134K
|
16.9K
$834K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.31K+ 91.24% |
$119K - $129K
|
6.94K
$342K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.22K+ 25.3% |
$116K - $126K
|
15.9K
$785K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.98K+ 2.81% |
$107K - $116K
|
109K
$5.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.95K+ 11.37% |
$106K - $115K
|
28.9K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.8K+ 5.14% |
$101K - $110K
|
57.4K
$2.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.74K+ 4.1% |
$98.6K - $107K
|
69.5K
$3.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.54K+ 25.01% |
$91.5K - $99.3K
|
12.7K
$626K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.34K+ 1.22% |
$84.4K - $91.6K
|
194K
$9.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.26K+ 0.63% |
$81.3K - $88.3K
|
361K
$17.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
2.22K+ 6.35% |
$80K - $86.9K
|
37.3K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.11K+ 4.85% |
$75.8K - $82.3K
|
45.6K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.09K+ 7.38% |
$75.3K - $81.8K
|
30.5K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 5.93% |
$72.7K - $78.9K
|
36.1K
$1.78M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
1.92K+ 3.41% |
$69K - $75K
|
58.1K
$2.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.88K+ 4.07% |
$67.8K - $73.6K
|
48.1K
$2.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.75K+ 3.13% |
$63.1K - $68.5K
|
57.8K
$2.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.67K+ 3.61% |
$60.1K - $65.3K
|
48K
$2.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.67K+ 3.56% |
$60.1K - $65.2K
|
48.6K
$2.4M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
1.66K+ 5.21% |
$59.9K - $65K
|
33.6K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.63K+ 10.28% |
$58.5K - $63.5K
|
17.4K
$860K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.62K+ 7.15% |
$58.2K - $63.2K
|
24.2K
$1.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.52K+ 2.81% |
$54.7K - $59.4K
|
55.7K
$2.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.43K+ 1.06% |
$51.4K - $55.8K
|
136K
$6.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.42K+ 7.56% |
$51.2K - $55.6K
|
20.2K
$998K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.42K+ 6.6% |
$51.2K - $55.6K
|
23K
$1.13M
|