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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
648New |
$26.7K - $29.1K
|
648
$31.4K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
604+ 8.6% |
$24.9K - $27.1K
|
7.63K
$369K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
593+ 0.4% |
$24.4K - $26.6K
|
149K
$7.21M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
536New |
$22.1K - $24.1K
|
536
$26K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
525+ 1810.34% |
$21.6K - $23.6K
|
554
$26.8K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
521+ 18.16% |
$21.5K - $23.4K
|
3.39K
$164K
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
493+ 5.52% |
$20.3K - $22.1K
|
9.42K
$456K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
477+ 1.3% |
$19.7K - $21.4K
|
37.3K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
475+ 2.7% |
$19.6K - $21.3K
|
18K
$874K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
473+ 2.77% |
$19.5K - $21.2K
|
17.6K
$851K
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
460+ 6.57% |
$19K - $20.6K
|
7.46K
$361K
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
410+ 0.64% |
$16.9K - $18.4K
|
64.8K
$3.14M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
409New |
$16.9K - $18.4K
|
409
$19.8K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
400+ 2105.26% |
$16.5K - $17.9K
|
419
$20.3K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
389+ 1.59% |
$16K - $17.5K
|
24.8K
$1.2M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
378+ 0.83% |
$15.6K - $17K
|
45.9K
$2.22M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
349+ 36.62% |
$14.4K - $15.7K
|
1.3K
$63.1K
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
346+ 1.07% |
$14.3K - $15.5K
|
32.8K
$1.59M
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
344+ 17.69% |
$14.2K - $15.4K
|
2.29K
$111K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
336+ 78.5% |
$13.8K - $15.1K
|
764
$37K
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
332+ 5.92% |
$13.7K - $14.9K
|
5.94K
$288K
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
322+ 6.43% |
$13.3K - $14.4K
|
5.33K
$258K
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
320+ 6.61% |
$13.2K - $14.4K
|
5.16K
$250K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
300+ 2.22% |
$12.4K - $13.5K
|
13.8K
$671K
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
272+ 0.16% |
$11.2K - $12.2K
|
171K
$8.27M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
271+ 1.02% |
$11.2K - $12.2K
|
26.8K
$1.3M
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
269+ 9.22% |
$11.1K - $12.1K
|
3.19K
$154K
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
254+ 3.42% |
$10.5K - $11.4K
|
7.69K
$372K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
248+ 2.32% |
$10.2K - $11.1K
|
10.9K
$529K
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
216+ 3.24% |
$8.9K - $9.69K
|
6.89K
$334K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
214New |
$8.82K - $9.6K
|
214
$10.4K
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
212+ 1.99% |
$8.74K - $9.51K
|
10.9K
$527K
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
194+ 1.4% |
$8K - $8.7K
|
14K
$680K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
180+ 0.8% |
$7.42K - $8.08K
|
22.7K
$1.1M
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
175+ 0.6% |
$7.21K - $7.85K
|
29.2K
$1.41M
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
175+ 8.69% |
$7.21K - $7.85K
|
2.19K
$106K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
170+ 0.93% |
$7.01K - $7.63K
|
18.5K
$897K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
166+ 34.95% |
$6.84K - $7.45K
|
641
$31.1K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
159+ 1.47% |
$6.55K - $7.13K
|
11K
$532K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
151+ 2.66% |
$6.22K - $6.78K
|
5.84K
$283K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
151+ 5.07% |
$6.22K - $6.78K
|
3.13K
$152K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
151+ 0.36% |
$6.22K - $6.78K
|
42.6K
$2.07M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
149+ 60.82% |
$6.14K - $6.69K
|
394
$19.1K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
149+ 1.74% |
$6.14K - $6.69K
|
8.69K
$421K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
144+ 20.08% |
$5.94K - $6.46K
|
861
$41.7K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
127New |
$5.23K - $5.7K
|
127
$6.15K
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
125+ 0.43% |
$5.15K - $5.61K
|
29.3K
$1.42M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
118+ 0.53% |
$4.86K - $5.29K
|
22.4K
$1.09M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
115+ 0.74% |
$4.74K - $5.16K
|
15.7K
$759K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
109New |
$4.49K - $4.89K
|
109
$5.28K
|