Purchases and Sales Made in Q2 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
351K+ 22.5% |
$14.5M - $15.7M
|
1.91M
$88.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
351K+ 22.5% |
$14.5M - $15.7M
|
1.91M
$88.3M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
273KNew |
$11.3M - $12.3M
|
273K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
210K+ 3.13% |
$8.64M - $9.41M
|
6.91M
$320M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
179K+ 13.72% |
$7.39M - $8.04M
|
1.49M
$68.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
139K+ 72.95% |
$5.74M - $6.25M
|
330K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
116KNew |
$4.79M - $5.22M
|
116K
$5.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
80.8K+ 14.88% |
$3.33M - $3.63M
|
624K
$28.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
79.1KNew |
$3.26M - $3.55M
|
79.1K
$3.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
70.8K+ 107.23% |
$2.92M - $3.18M
|
137K
$6.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
65.5K+ 21.16% |
$2.7M - $2.94M
|
375K
$17.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61K+ 35.06% |
$2.51M - $2.74M
|
235K
$10.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
58K+ 445.29% |
$2.39M - $2.6M
|
71.1K
$3.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.7K+ 18.7% |
$2.25M - $2.45M
|
347K
$16M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
54KNew |
$2.23M - $2.42M
|
54K
$2.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.7K+ 2.79% |
$2.17M - $2.36M
|
1.94M
$89.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
47KNew |
$1.94M - $2.11M
|
47K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
42.8K+ 12.01% |
$1.76M - $1.92M
|
399K
$18.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
39.1KNew |
$1.61M - $1.76M
|
39.1K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38K+ 753.75% |
$1.57M - $1.71M
|
43.1K
$1.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
32.4K+ 59.73% |
$1.33M - $1.45M
|
86.5K
$4M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
30.7KNew |
$1.26M - $1.38M
|
30.7K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 9.65% |
$1.26M - $1.37M
|
346K
$16M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28.2K+ 2.93% |
$1.16M - $1.27M
|
993K
$45.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
27.7K+ 21.36% |
$1.14M - $1.24M
|
157K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.3K+ 2.92% |
$1M - $1.09M
|
858K
$39.6M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
23.8KNew |
$982K - $1.07M
|
23.8K
$1.1M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
23.6K+ 70.45% |
$972K - $1.06M
|
57K
$2.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2KNew |
$956K - $1.04M
|
23.2K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.1K+ 157864.3% |
$911K - $992K
|
22.1K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
21KNew |
$866K - $942K
|
21K
$971K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2KNew |
$834K - $908K
|
20.2K
$936K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.2K+ 9.65% |
$793K - $863K
|
219K
$10.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2K+ 11.99% |
$793K - $863K
|
180K
$8.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 13.79% |
$769K - $837K
|
154K
$7.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18.6K+ 9.85% |
$767K - $835K
|
208K
$9.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
18.2KNew |
$748K - $814K
|
18.2K
$839K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.2K+ 5.79% |
$667K - $726K
|
295K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.8KNew |
$570K - $621K
|
13.8K
$640K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.3K+ 10.04% |
$550K - $599K
|
146K
$6.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.3K+ 17.64% |
$549K - $597K
|
88.8K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.4KNew |
$510K - $555K
|
12.4K
$572K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.3K+ 2.73% |
$508K - $552K
|
463K
$21.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
11.7K+ 171.89% |
$484K - $527K
|
18.6K
$859K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.5K+ 17.89% |
$476K - $518K
|
76K
$3.51M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.4K+ 18.09% |
$471K - $512K
|
74.5K
$3.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
10.9KNew |
$450K - $490K
|
10.9K
$505K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 15.47% |
$447K - $487K
|
81K
$3.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.5K+ 0.97% |
$432K - $470K
|
1.09M
$50.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.5K+ 1.91% |
$431K - $470K
|
558K
$25.8M
|