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 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.24K+ 5.25% |
$91.7K - $110K
|
44.9K
$2.29M
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$88.7K - $106K
|
2.16K
$111K
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.03K+ 34.85% |
$83.2K - $99.9K
|
7.86K
$402K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.83K+ 11.13% |
$75.1K - $90.2K
|
18.3K
$935K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.69KNew |
$69.2K - $83K
|
1.69K
$86.3K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.57K+ 15.15% |
$64.5K - $77.4K
|
12K
$612K
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.47K+ 8.99% |
$60.1K - $72.2K
|
17.8K
$910K
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.44K+ 5.73% |
$59.1K - $70.9K
|
26.6K
$1.36M
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.41K+ 12.64% |
$57.6K - $69.2K
|
12.5K
$640K
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.39K+ 5.39% |
$57.1K - $68.5K
|
27.2K
$1.39M
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.32K+ 18.94% |
$53.9K - $64.7K
|
8.26K
$422K
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.15K+ 13.02% |
$47.2K - $56.7K
|
10K
$511K
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.15KNew |
$47.1K - $56.5K
|
1.15K
$58.7K
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.14K+ 8.82% |
$46.8K - $56.2K
|
14.1K
$720K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.07KNew |
$43.6K - $52.4K
|
1.07K
$54.4K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.07K+ 7.57% |
$43.6K - $52.4K
|
15.1K
$774K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.06KNew |
$43.3K - $51.9K
|
1.06K
$54K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.04K+ 3.28% |
$42.8K - $51.4K
|
32.9K
$1.68M
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$41K - $49.2K
|
1K
$51.1K
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
984+ 0.33% |
$40.3K - $48.4K
|
298K
$15.2M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
981+ 15.5% |
$40.2K - $48.3K
|
7.31K
$374K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
869+ 116.8% |
$35.6K - $42.7K
|
1.61K
$82.5K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
745+ 493.38% |
$30.5K - $36.6K
|
896
$45.8K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
702+ 0.23% |
$28.8K - $34.5K
|
311K
$15.9M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
654New |
$26.8K - $32.2K
|
654
$33.4K
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
646+ 7.74% |
$26.5K - $31.8K
|
9K
$460K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
595New |
$24.4K - $29.3K
|
595
$30.4K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
555+ 11.96% |
$22.7K - $27.3K
|
5.19K
$266K
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
472New |
$19.3K - $23.2K
|
472
$24.1K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
464+ 10.45% |
$19K - $22.8K
|
4.91K
$251K
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
461New |
$18.9K - $22.7K
|
461
$23.6K
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
434+ 3.44% |
$17.8K - $21.3K
|
13.1K
$667K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
412New |
$16.9K - $20.3K
|
412
$21.1K
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
401+ 3.83% |
$16.4K - $19.7K
|
10.9K
$556K
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
349+ 3.22% |
$14.3K - $17.2K
|
11.2K
$572K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
331+ 10.4% |
$13.6K - $16.3K
|
3.51K
$180K
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
329+ 3.85% |
$13.5K - $16.2K
|
8.87K
$453K
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
257+ 0.77% |
$10.5K - $12.6K
|
33.8K
$1.73M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
233+ 2912.5% |
$9.55K - $11.5K
|
241
$12.3K
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
207+ 4.2% |
$8.48K - $10.2K
|
5.14K
$263K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200+ 277.78% |
$8.19K - $9.84K
|
272
$13.9K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
186+ 0.95% |
$7.62K - $9.15K
|
19.8K
$1.01M
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
171+ 1.54% |
$7.01K - $8.41K
|
11.3K
$575K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
158New |
$6.47K - $7.77K
|
158
$8.08K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
131New |
$5.37K - $6.44K
|
131
$6.7K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
118+ 0.55% |
$4.83K - $5.8K
|
21.6K
$1.1M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
117New |
$4.79K - $5.76K
|
117
$5.98K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
110New |
$4.51K - $5.41K
|
110
$5.62K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
103+ 5.15% |
$4.22K - $5.07K
|
2.1K
$108K
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
101+ 0.38% |
$4.14K - $4.97K
|
26.6K
$1.36M
|