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 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
344+ 4.06% |
$12.4K - $13.4K
|
8.81K
$434K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
341+ 1.09% |
$12.3K - $13.3K
|
31.5K
$1.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
311+ 128.51% |
$11.2K - $12.2K
|
553
$27.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
306+ 2.54% |
$11K - $12K
|
12.4K
$609K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
304+ 0.24% |
$10.9K - $11.9K
|
124K
$6.13M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
296+ 3.2% |
$10.7K - $11.6K
|
9.54K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
289+ 0.67% |
$10.4K - $11.3K
|
43.7K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
271New |
$9.75K - $10.6K
|
271
$13.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
255+ 3.59% |
$9.18K - $9.97K
|
7.36K
$363K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
243+ 13.5% |
$8.75K - $9.5K
|
2.04K
$101K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
230+ 2.05% |
$8.28K - $8.99K
|
11.4K
$563K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
219+ 3.53% |
$7.88K - $8.56K
|
6.42K
$316K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
209+ 3.61% |
$7.52K - $8.17K
|
6.01K
$296K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
201New |
$7.23K - $7.86K
|
201
$9.91K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
201+ 22.21% |
$7.23K - $7.86K
|
1.11K
$54.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
201+ 22.21% |
$7.23K - $7.86K
|
1.11K
$54.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
190+ 2.47% |
$6.84K - $7.43K
|
7.89K
$389K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
164+ 443.24% |
$5.9K - $6.41K
|
201
$9.91K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
154New |
$5.54K - $6.02K
|
154
$7.59K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
149+ 15.52% |
$5.36K - $5.82K
|
1.11K
$54.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
147+ 3.53% |
$5.29K - $5.74K
|
4.31K
$212K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
146New |
$5.25K - $5.71K
|
146
$7.19K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
133+ 1.14% |
$4.79K - $5.2K
|
11.8K
$580K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
104+ 6.73% |
$3.74K - $4.06K
|
1.65K
$81.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
91+ 0.52% |
$3.28K - $3.56K
|
17.5K
$865K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
84+ 0.39% |
$3.02K - $3.28K
|
21.9K
$1.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
55+ 1.08% |
$1.98K - $2.15K
|
5.16K
$254K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
54+ 0.46% |
$1.94K - $2.11K
|
11.7K
$578K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
54+ 12.36% |
$1.94K - $2.11K
|
491
$24.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
50+ 1.73% |
$1.8K - $1.95K
|
2.94K
$145K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
42New |
$1.51K - $1.64K
|
42
$2.07K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.89% |
$1.33K - $1.45K
|
4.2K
$207K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
33New |
$1.19K - $1.29K
|
33
$1.63K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
33+ 0.43% |
$1.19K - $1.29K
|
7.72K
$380K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
32+ 0.49% |
$1.15K - $1.25K
|
6.61K
$326K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
28New |
$1.01K - $1.09K
|
28
$1.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23+ 0.2% |
$828 - $899
|
11.3K
$555K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19+ 0.04% |
$684 - $743
|
47K
$2.32M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17New |
$612 - $664
|
17
$838
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
15New |
$540 - $586
|
15
$739
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.42% |
$396 - $430
|
2.64K
$130K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 1.14% |
$396 - $430
|
976
$48.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$252 - $274
|
5.96K
$294K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 7.87% |
$252 - $274
|
96
$4.73K
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6+ 0.04% |
$216 - $234
|
14K
$691K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 200.0% |
$72 - $78.2
|
3
$148
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.72% |
$72 - $78.2
|
281
$13.8K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$36 - $39.1
|
13.6K
$672K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.32% |
$36 - $39.1
|
315
$15.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.48% |
$36 - $39.1
|
210
$10.3K
|