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 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.86K- 0.99% |
$67K - $72.8K
|
185K
$8.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.91K- 3.43% |
$68.6K - $74.4K
|
53.6K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.94K- 1.22% |
$69.9K - $75.9K
|
158K
$7.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.97K- 32.3% |
$70.8K - $76.9K
|
4.12K
$193K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.12K- 17.15% |
$76.3K - $82.9K
|
10.2K
$479K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.6K- 2.1% |
$93.4K - $101K
|
121K
$5.67M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 1.77% |
$95.3K - $103K
|
147K
$6.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.65K- 20.03% |
$95.4K - $104K
|
10.6K
$495K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.69K- 7.48% |
$96.8K - $105K
|
33.3K
$1.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 3.13% |
$97.9K - $106K
|
84.2K
$3.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.77K- 4.8% |
$99.6K - $108K
|
54.9K
$2.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.81K- 1.41% |
$101K - $110K
|
196K
$9.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.9K- 4.61% |
$105K - $113K
|
60K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3K- 10.26% |
$108K - $117K
|
26.2K
$1.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.04K- 53.9% |
$109K - $119K
|
2.6K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.18K- 1.89% |
$114K - $124K
|
165K
$7.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.91K- 9.1% |
$141K - $153K
|
39.1K
$1.83M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.31K- 4.37% |
$155K - $169K
|
94.5K
$4.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-5K- 21.23% |
$180K - $195K
|
18.5K
$867K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.44K- 28.84% |
$196K - $212K
|
13.4K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.49K- 12.37% |
$233K - $254K
|
46K
$2.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.56K- 16.07% |
$236K - $256K
|
34.2K
$1.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.54K- 58.45% |
$271K - $295K
|
5.36K
$251K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.59K- 10.99% |
$309K - $336K
|
69.6K
$3.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-11.3K- 6.02% |
$405K - $440K
|
176K
$8.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.5K- 11.66% |
$415K - $451K
|
87.4K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.3K- 96.21% |
$479K - $521K
|
525
$24.6K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-13.5K- 9.26% |
$485K - $527K
|
132K
$6.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.6K- 36.68% |
$490K - $532K
|
23.5K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-14.8K- 40.49% |
$533K - $578K
|
21.7K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.8K- 37.51% |
$569K - $618K
|
26.3K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 8.84% |
$687K - $746K
|
197K
$9.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.5K- 12.59% |
$702K - $762K
|
135K
$6.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.3K- 11.99% |
$765K - $831K
|
156K
$7.3M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-24.8K- 63.52% |
$894K - $970K
|
14.3K
$667K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.3K- 80.93% |
$1.06M - $1.15M
|
6.91K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.2K- 2.49% |
$1.12M - $1.22M
|
1.22M
$57.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.9K- 6.37% |
$1.19M - $1.29M
|
484K
$22.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-38.4K- 81.01% |
$1.38M - $1.5M
|
8.99K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40.2K- 79.87% |
$1.45M - $1.57M
|
10.1K
$474K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-41.8K- 14.77% |
$1.5M - $1.63M
|
241K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-76.2K- 30.86% |
$2.74M - $2.98M
|
171K
$7.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-82.8K- 63.89% |
$2.98M - $3.24M
|
46.8K
$2.19M
|