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 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.2K+ 12.76% |
$408K - $451K
|
98.5K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1K+ 213.46% |
$406K - $449K
|
16.3K
$790K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.9K+ 52.07% |
$398K - $440K
|
31.8K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.9K+ 67.48% |
$397K - $439K
|
27K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.59KNew |
$351K - $388K
|
9.59K
$464K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.4K+ 4.77% |
$344K - $380K
|
206K
$9.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.37K+ 44.26% |
$343K - $379K
|
30.6K
$1.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.35KNew |
$342K - $378K
|
9.35K
$453K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.24KNew |
$338K - $374K
|
9.24K
$447K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.22K+ 55.01% |
$337K - $373K
|
26K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.19KNew |
$300K - $331K
|
8.19K
$397K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.17KNew |
$299K - $330K
|
8.17K
$396K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.89K+ 116.91% |
$289K - $319K
|
14.6K
$709K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
7.79K+ 79.16% |
$285K - $315K
|
17.6K
$854K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.72K+ 11.18% |
$282K - $312K
|
76.7K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
7.67KNew |
$281K - $310K
|
7.67K
$371K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.33KNew |
$268K - $296K
|
7.33K
$355K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.26K+ 15.45% |
$266K - $294K
|
54.3K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.13K+ 26.74% |
$261K - $288K
|
33.8K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.04K+ 46.04% |
$258K - $285K
|
22.3K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.98K+ 14.49% |
$255K - $282K
|
55.1K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
6.5KNew |
$238K - $263K
|
6.5K
$315K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.47KNew |
$237K - $262K
|
6.47K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.24KNew |
$228K - $252K
|
6.24K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.08K+ 10.13% |
$222K - $246K
|
66.1K
$3.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
5.97K+ 4.38% |
$218K - $241K
|
142K
$6.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.96KNew |
$218K - $241K
|
5.96K
$289K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
5.59KNew |
$204K - $226K
|
5.59K
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.8K+ 4.41% |
$176K - $194K
|
114K
$5.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.75K+ 28.08% |
$174K - $192K
|
21.7K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.24K+ 12.0% |
$155K - $171K
|
39.5K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.14K+ 2.97% |
$151K - $167K
|
144K
$6.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.03K+ 8.85% |
$148K - $163K
|
49.6K
$2.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.01K+ 21.59% |
$147K - $162K
|
22.6K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.93K+ 6.85% |
$144K - $159K
|
61.3K
$2.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.91K+ 13.54% |
$143K - $158K
|
32.8K
$1.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.84K+ 2.44% |
$141K - $155K
|
161K
$7.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.7K+ 6.34% |
$135K - $150K
|
62K
$3M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.64K+ 7.58% |
$133K - $147K
|
51.6K
$2.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.52K+ 11.28% |
$129K - $142K
|
34.7K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.5K+ 6.28% |
$128K - $142K
|
59.2K
$2.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.46K+ 1.35% |
$126K - $140K
|
259K
$12.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.34K+ 45.32% |
$122K - $135K
|
10.7K
$518K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.27K+ 6.81% |
$119K - $132K
|
51.2K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 22.9% |
$117K - $130K
|
17.2K
$833K
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.19K+ 4.92% |
$117K - $129K
|
67.9K
$3.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.77K+ 5.99% |
$101K - $112K
|
48.9K
$2.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.53K+ 0.78% |
$92.5K - $102K
|
325K
$15.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.52K+ 15.82% |
$92.3K - $102K
|
18.5K
$895K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.5K+ 22.11% |
$91.6K - $101K
|
13.8K
$670K
|