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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 62.16% |
$942 - $1.13K
|
14
$716
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-23- 2.88% |
$942 - $1.13K
|
776
$39.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24- 12.97% |
$983 - $1.18K
|
161
$8.23K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.36% |
$1.11K - $1.33K
|
7.41K
$379K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-27- 0.8% |
$1.11K - $1.33K
|
3.36K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-30- 0.18% |
$1.23K - $1.48K
|
17K
$868K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-34- 13.18% |
$1.39K - $1.67K
|
224
$11.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-35- 33.65% |
$1.43K - $1.72K
|
69
$3.53K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-39- 8.3% |
$1.6K - $1.92K
|
431
$22K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-42- 0.71% |
$1.72K - $2.07K
|
5.9K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-45- 0.73% |
$1.84K - $2.21K
|
6.09K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-47- 25.54% |
$1.93K - $2.31K
|
137
$7K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-56- 72.73% |
$2.29K - $2.75K
|
21
$1.07K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60- 0.26% |
$2.46K - $2.95K
|
23.2K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-73- 72.28% |
$2.99K - $3.59K
|
28
$1.43K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-91- 1.11% |
$3.73K - $4.48K
|
8.11K
$415K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-109- 1.68% |
$4.47K - $5.36K
|
6.37K
$326K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-114- 1.44% |
$4.67K - $5.61K
|
7.78K
$398K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-135- 1.61% |
$5.53K - $6.64K
|
8.24K
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-139- 1.11% |
$5.69K - $6.84K
|
12.4K
$632K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-162- 11.79% |
$6.64K - $7.97K
|
1.21K
$62K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-174- 3.65% |
$7.13K - $8.56K
|
4.59K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-176- 2.95% |
$7.21K - $8.66K
|
5.8K
$296K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-180- 4.03% |
$7.37K - $8.85K
|
4.29K
$219K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-210- 3.69% |
$8.6K - $10.3K
|
5.49K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-229- 4.43% |
$9.38K - $11.3K
|
4.94K
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-231- 3.34% |
$9.46K - $11.4K
|
6.68K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-265- 14.85% |
$10.9K - $13K
|
1.52K
$77.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-346- 3.45% |
$14.2K - $17K
|
9.7K
$496K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-348- 6.6% |
$14.3K - $17.1K
|
4.92K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-372- 19.7% |
$15.2K - $18.3K
|
1.52K
$77.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-382- 5.42% |
$15.7K - $18.8K
|
6.66K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-384- 13.02% |
$15.7K - $18.9K
|
2.57K
$131K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-401- 2.93% |
$16.4K - $19.7K
|
13.3K
$679K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-415- 0.23% |
$17K - $20.4K
|
181K
$9.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-441- 4.02% |
$18.1K - $21.7K
|
10.5K
$539K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-450- 4.03% |
$18.4K - $22.1K
|
10.7K
$548K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-450- 3.95% |
$18.4K - $22.1K
|
11K
$560K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-467- 2.19% |
$19.1K - $23K
|
20.9K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-522- 6.12% |
$21.4K - $25.7K
|
8.01K
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-549- 10.93% |
$22.5K - $27K
|
4.48K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-559- 9.03% |
$22.9K - $27.5K
|
5.63K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-575- 6.91% |
$23.6K - $28.3K
|
7.74K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-596- 7.23% |
$24.4K - $29.3K
|
7.65K
$391K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-611- 8.14% |
$25K - $30.1K
|
6.89K
$352K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-621- 11.55% |
$25.4K - $30.5K
|
4.76K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-630- 34.48% |
$25.8K - $31K
|
1.2K
$61.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-648- 42.0% |
$26.5K - $31.9K
|
895
$45.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-673- 31.17% |
$27.6K - $33.1K
|
1.49K
$76K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-693- 1.67% |
$28.4K - $34.1K
|
40.9K
$2.09M
|