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 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.21K- 2.04% |
$336K - $404K
|
395K
$20.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8.55K- 24.05% |
$350K - $421K
|
27K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.2K- 9.16% |
$417K - $501K
|
101K
$5.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.4K- 50.25% |
$427K - $513K
|
10.3K
$528K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-11.4K- 59.9% |
$467K - $561K
|
7.63K
$390K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-12.5K- 16.04% |
$512K - $615K
|
65.5K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.5K- 59.98% |
$554K - $665K
|
9.02K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.5K- 16.81% |
$554K - $665K
|
66.9K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.7K- 2.04% |
$560K - $672K
|
657K
$33.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.8K- 8.67% |
$567K - $681K
|
146K
$7.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-14.5K- 99.33% |
$596K - $715K
|
98
$5.01K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14.9K- 13.54% |
$612K - $735K
|
95.4K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.2K- 44.53% |
$624K - $749K
|
19K
$970K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.2K- 20.57% |
$625K - $750K
|
58.9K
$3.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-15.8K- 27.93% |
$646K - $775K
|
40.7K
$2.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-17.4K- 46.15% |
$711K - $854K
|
20.3K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-19.5K- 21.2% |
$800K - $961K
|
72.6K
$3.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.6K- 49.62% |
$844K - $1.01M
|
20.9K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.1K- 8.07% |
$907K - $1.09M
|
252K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.1K- 6.08% |
$987K - $1.18M
|
372K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25.6K- 2.62% |
$1.05M - $1.26M
|
953K
$48.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-26.3K- 6.37% |
$1.08M - $1.3M
|
387K
$19.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-29.5K- 32.96% |
$1.21M - $1.45M
|
60.1K
$3.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-31.9K- 19.6% |
$1.31M - $1.57M
|
131K
$6.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.1K- 58.22% |
$1.81M - $2.17M
|
31.6K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47.7K- 69.6% |
$1.95M - $2.34M
|
20.8K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-55.3K- 39.12% |
$2.27M - $2.72M
|
86.1K
$4.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-62.7K- 50.69% |
$2.57M - $3.08M
|
61K
$3.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.2K- 3.54% |
$2.88M - $3.45M
|
1.91M
$97.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-71.7K- 6.51% |
$2.94M - $3.53M
|
1.03M
$52.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-73.9K- 93.04% |
$3.03M - $3.63M
|
5.53K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-74.3K- 0.75% |
$3.05M - $3.66M
|
9.8M
$501M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-115K- 64.02% |
$4.7M - $5.64M
|
64.5K
$3.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-115K- 64.02% |
$4.7M - $5.64M
|
64.5K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-125K- 28.03% |
$5.1M - $6.13M
|
320K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134K- 27.64% |
$5.51M - $6.61M
|
352K
$18M
|