Purchases and Sales Made in Q2 2025 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.1KNew |
$577K - $693K
|
14.1K
$701K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
13.3KNew |
$543K - $652K
|
13.3K
$660K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.88K+ 15.38% |
$118K - $142K
|
21.6K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.77K+ 4.59% |
$114K - $136K
|
63.3K
$3.15M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.24K+ 5.25% |
$91.7K - $110K
|
44.9K
$2.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.03K+ 34.85% |
$83.2K - $99.9K
|
7.86K
$391K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.44K+ 5.73% |
$59.1K - $70.9K
|
26.6K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.32K+ 18.94% |
$53.9K - $64.7K
|
8.26K
$411K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.14K+ 8.82% |
$46.8K - $56.2K
|
14.1K
$701K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.07K+ 7.57% |
$43.6K - $52.4K
|
15.1K
$753K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.07KNew |
$43.6K - $52.4K
|
1.07K
$53K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.06KNew |
$43.3K - $51.9K
|
1.06K
$52.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.04K+ 3.28% |
$42.8K - $51.4K
|
32.9K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
646+ 7.74% |
$26.5K - $31.8K
|
9K
$448K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
595New |
$24.4K - $29.3K
|
595
$29.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
555+ 11.96% |
$22.7K - $27.3K
|
5.19K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
412New |
$16.9K - $20.3K
|
412
$20.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
233+ 2912.5% |
$9.55K - $11.5K
|
241
$12K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
158New |
$6.47K - $7.77K
|
158
$7.86K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
131New |
$5.37K - $6.44K
|
131
$6.52K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
117New |
$4.79K - $5.76K
|
117
$5.82K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
103+ 5.15% |
$4.22K - $5.07K
|
2.1K
$105K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
73+ 0.72% |
$2.99K - $3.59K
|
10.2K
$509K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
64+ 1.03% |
$2.62K - $3.15K
|
6.29K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34+ 0.54% |
$1.39K - $1.67K
|
6.32K
$315K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 0.39% |
$1.02K - $1.23K
|
6.43K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20+ 2.6% |
$819 - $984
|
789
$39.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.37% |
$410 - $492
|
2.74K
$137K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 0.85% |
$328 - $394
|
953
$47.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.1% |
$246 - $295
|
6.29K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$81.9 - $98.4
|
4.87K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1+ 0.63% |
$41 - $49.2
|
160
$7.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.8% |
$41 - $49.2
|
126
$6.27K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.56% |
$41 - $49.2
|
177
$8.81K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-15- 0.27% |
$615 - $738
|
5.48K
$273K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-19- 2.91% |
$778 - $935
|
635
$31.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.36% |
$1.11K - $1.33K
|
7.41K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-27- 0.8% |
$1.11K - $1.33K
|
3.36K
$167K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-56- 72.73% |
$2.29K - $2.75K
|
21
$1.05K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-91- 1.11% |
$3.73K - $4.48K
|
8.11K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-135- 1.61% |
$5.53K - $6.64K
|
8.24K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-174- 3.65% |
$7.13K - $8.56K
|
4.59K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-348- 6.6% |
$14.3K - $17.1K
|
4.92K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-382- 5.42% |
$15.7K - $18.8K
|
6.66K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-549- 10.93% |
$22.5K - $27K
|
4.48K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-596- 7.23% |
$24.4K - $29.3K
|
7.65K
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-621- 11.55% |
$25.4K - $30.5K
|
4.76K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-648- 42.0% |
$26.5K - $31.9K
|
895
$44.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-698- 20.94% |
$28.6K - $34.3K
|
2.64K
$131K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-703- 23.71% |
$28.8K - $34.6K
|
2.26K
$113K
|