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 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-930- 1.53% |
$38.3K - $41.7K
|
60K
$2.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-955- 7.38% |
$39.4K - $42.9K
|
12K
$581K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-1.04K- 2.88% |
$42.8K - $46.6K
|
35K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.08K- 10.14% |
$44.5K - $48.5K
|
9.57K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.09K- 3.24% |
$44.8K - $48.8K
|
32.5K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.09K- 17.31% |
$45K - $49K
|
5.21K
$252K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.2K- 1.31% |
$49.5K - $53.8K
|
90.4K
$4.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.22K- 7.94% |
$50.1K - $54.6K
|
14.1K
$683K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.3K- 2.33% |
$53.6K - $58.3K
|
54.4K
$2.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.33K- 4.8% |
$54.9K - $59.8K
|
26.4K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.41K- 1.98% |
$58.1K - $63.2K
|
69.8K
$3.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.42K- 1.92% |
$58.7K - $63.9K
|
72.9K
$3.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.53K- 8.47% |
$62.9K - $68.5K
|
16.5K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.55K- 2.44% |
$63.7K - $69.4K
|
61.9K
$3M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.59K- 18.22% |
$65.7K - $71.5K
|
7.15K
$346K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.65K- 16.6% |
$68K - $74K
|
8.29K
$402K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.66K- 14.49% |
$68.5K - $74.6K
|
9.81K
$475K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.82K- 51.08% |
$74.9K - $81.5K
|
1.74K
$84.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-1.82K- 2.61% |
$75.1K - $81.8K
|
68.1K
$3.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.99K- 5.23% |
$82K - $89.2K
|
36K
$1.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.06K- 34.07% |
$85K - $92.5K
|
3.99K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 5.33% |
$87.1K - $94.8K
|
37.6K
$1.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.11K- 10.63% |
$87.1K - $94.9K
|
17.8K
$861K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.33K- 6.01% |
$96K - $105K
|
36.4K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.83K- 9.11% |
$117K - $127K
|
28.3K
$1.37M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.86K- 32.8% |
$118K - $129K
|
5.87K
$284K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.99K- 7.26% |
$123K - $134K
|
38.2K
$1.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.15K- 17.04% |
$130K - $141K
|
15.3K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.16K- 28.55% |
$130K - $142K
|
7.91K
$383K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.32K- 9.75% |
$137K - $149K
|
30.7K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.47K- 60.73% |
$143K - $156K
|
2.24K
$109K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.71K- 6.83% |
$153K - $166K
|
50.6K
$2.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.78K- 5.54% |
$156K - $170K
|
64.5K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.06K- 0.6% |
$167K - $182K
|
675K
$32.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.07K- 29.05% |
$168K - $182K
|
9.93K
$481K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.25K- 23.77% |
$175K - $191K
|
13.6K
$661K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-4.31K- 29.89% |
$178K - $193K
|
10.1K
$489K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-5.2K- 7.47% |
$214K - $233K
|
64.4K
$3.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-5.81K- 10.87% |
$239K - $261K
|
47.6K
$2.31M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.86K- 10.5% |
$242K - $263K
|
49.9K
$2.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-6.41K- 26.22% |
$264K - $288K
|
18K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.71K- 21.24% |
$277K - $301K
|
24.9K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-6.85K- 3.77% |
$282K - $307K
|
175K
$8.47M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.86K- 3.04% |
$283K - $308K
|
219K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.92K- 2.06% |
$285K - $311K
|
329K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.31K- 12.04% |
$342K - $373K
|
60.7K
$2.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8.87K- 4.1% |
$365K - $398K
|
207K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.17K- 16.15% |
$378K - $411K
|
47.6K
$2.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.1K- 47.83% |
$418K - $455K
|
11K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.4K- 14.98% |
$429K - $467K
|
59.1K
$2.86M
|