Purchases and Sales Made in Q3 2023 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
924KNew |
$33.8M - $37.4M
|
924K
$42.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
708K+ 196.1% |
$25.9M - $28.6M
|
1.07M
$49.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
532K+ 47.16% |
$19.5M - $21.5M
|
1.66M
$76.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
502KNew |
$18.4M - $20.3M
|
502K
$23.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
305K+ 365.52% |
$11.2M - $12.3M
|
388K
$17.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
281K+ 22.94% |
$10.3M - $11.4M
|
1.51M
$69.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
236K+ 972.36% |
$8.62M - $9.53M
|
260K
$12M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
229KNew |
$8.39M - $9.28M
|
229K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
131K+ 23.71% |
$4.79M - $5.3M
|
683K
$31.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
123K+ 39.01% |
$4.49M - $4.96M
|
437K
$20.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
110K+ 114.3% |
$4.01M - $4.43M
|
205K
$9.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
108K+ 54.64% |
$3.96M - $4.38M
|
306K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99.2K+ 10.89% |
$3.63M - $4.01M
|
1.01M
$46.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
90.8KNew |
$3.32M - $3.67M
|
90.8K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
87.8KNew |
$3.21M - $3.55M
|
87.8K
$4.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
71.9K+ 16837.24% |
$2.63M - $2.91M
|
72.3K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58.7K+ 13.58% |
$2.15M - $2.37M
|
491K
$22.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.9K+ 8.18% |
$1.86M - $2.06M
|
673K
$31.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47.4K+ 3.84% |
$1.73M - $1.92M
|
1.28M
$59.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
43.5KNew |
$1.59M - $1.76M
|
43.5K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
36.2K+ 14.27% |
$1.32M - $1.46M
|
290K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.4KNew |
$1.3M - $1.43M
|
35.4K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.7K+ 18.73% |
$1.27M - $1.4M
|
220K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
31.2KNew |
$1.14M - $1.26M
|
31.2K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.9K+ 25.49% |
$1.13M - $1.25M
|
152K
$7.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.9K+ 15.77% |
$1.09M - $1.21M
|
219K
$10.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
28K+ 3.36% |
$1.03M - $1.13M
|
862K
$39.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.4KNew |
$966K - $1.07M
|
26.4K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
22.9KNew |
$838K - $926K
|
22.9K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
21.8KNew |
$798K - $882K
|
21.8K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
21K+ 3.37% |
$768K - $849K
|
644K
$29.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 16.51% |
$761K - $841K
|
147K
$6.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.9K+ 22.42% |
$727K - $804K
|
108K
$5.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.1K+ 14.27% |
$698K - $771K
|
153K
$7.06M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.5K+ 13.13% |
$678K - $749K
|
160K
$7.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
18.3KNew |
$669K - $739K
|
18.3K
$845K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
18.2K+ 19.25% |
$668K - $738K
|
113K
$5.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
17.3KNew |
$634K - $701K
|
17.3K
$801K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17KNew |
$622K - $688K
|
17K
$786K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16.6KNew |
$606K - $670K
|
16.6K
$766K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
16.1K+ 7.28% |
$590K - $652K
|
237K
$11M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16.1K+ 12.2% |
$589K - $651K
|
148K
$6.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
15.3KNew |
$561K - $620K
|
15.3K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.8K+ 70.14% |
$542K - $599K
|
35.9K
$1.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
13.7K+ 3.39% |
$501K - $554K
|
418K
$19.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.9K+ 14.19% |
$470K - $520K
|
103K
$4.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 72.96% |
$470K - $519K
|
30.4K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.6K+ 5.23% |
$462K - $510K
|
254K
$11.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.1K+ 13.08% |
$444K - $491K
|
105K
$4.85M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6K+ 16.3% |
$425K - $470K
|
82.8K
$3.83M
|