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
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-698- 20.94% |
$28.6K - $34.3K
|
2.64K
$135K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-703- 23.71% |
$28.8K - $34.6K
|
2.26K
$116K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-807- 5.3% |
$33.1K - $39.7K
|
14.4K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-851- 9.54% |
$34.9K - $41.9K
|
8.07K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-904- 7.04% |
$37K - $44.5K
|
11.9K
$610K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.1K- 3.82% |
$45K - $54.1K
|
27.7K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 9.58% |
$45.2K - $54.3K
|
10.4K
$532K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 20.05% |
$46.5K - $55.8K
|
4.52K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.25K- 99.92% |
$51.3K - $61.6K
|
1
$51.1
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.4K- 4.61% |
$57.2K - $68.6K
|
28.9K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.42K- 12.17% |
$58.2K - $69.8K
|
10.2K
$524K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-1.46K- 26.14% |
$59.9K - $71.9K
|
4.13K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 25.61% |
$60.6K - $72.8K
|
4.3K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.48K- 23.26% |
$60.7K - $72.9K
|
4.89K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.53K- 14.94% |
$62.8K - $75.5K
|
8.74K
$447K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.56K- 4.61% |
$63.7K - $76.5K
|
32.2K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.59K- 4.96% |
$65K - $78K
|
30.4K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.62K- 15.17% |
$66.2K - $79.5K
|
9.04K
$462K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.74K- 21.9% |
$71.3K - $85.6K
|
6.2K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.05K- 11.66% |
$84.1K - $101K
|
15.6K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.12K- 81.88% |
$87K - $104K
|
470
$24K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-2.19K- 9.16% |
$89.8K - $108K
|
21.8K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.28K- 31.61% |
$93.4K - $112K
|
4.93K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.36K- 10.65% |
$96.5K - $116K
|
19.8K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.37K- 7.54% |
$97.1K - $117K
|
29.1K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.41K- 36.46% |
$98.5K - $118K
|
4.19K
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.41K- 1.21% |
$98.6K - $118K
|
196K
$10M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.52K- 18.37% |
$103K - $124K
|
11.2K
$573K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.04K- 57.61% |
$125K - $150K
|
2.24K
$114K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.07K- 12.29% |
$126K - $151K
|
21.9K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.3K- 9.66% |
$135K - $162K
|
30.8K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.58K- 35.97% |
$147K - $176K
|
6.37K
$326K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-3.96K- 5.73% |
$162K - $195K
|
65.1K
$3.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.07K- 1.25% |
$167K - $200K
|
321K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.08K- 38.58% |
$167K - $200K
|
6.49K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.13K- 3.04% |
$169K - $203K
|
132K
$6.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.26K- 61.75% |
$174K - $209K
|
2.64K
$135K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.55K- 51.02% |
$186K - $224K
|
4.37K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.62K- 6.26% |
$189K - $227K
|
69.1K
$3.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.75K- 47.49% |
$195K - $234K
|
5.25K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-4.96K- 3.7% |
$203K - $244K
|
129K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.05K- 27.86% |
$207K - $248K
|
13.1K
$668K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.25K- 1.17% |
$215K - $258K
|
442K
$22.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.59K- 11.19% |
$229K - $275K
|
44.4K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.92K- 8.75% |
$243K - $291K
|
61.7K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.18K- 41.55% |
$294K - $353K
|
10.1K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.3K- 34.95% |
$299K - $359K
|
13.6K
$695K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.33K- 25.36% |
$300K - $361K
|
21.6K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.45K- 29.4% |
$305K - $366K
|
17.9K
$914K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.79K- 25.79% |
$319K - $383K
|
22.4K
$1.15M
|