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 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
573New |
$21K - $23.2K
|
573
$27.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
498New |
$18.2K - $20.1K
|
498
$24.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
489+ 3.4% |
$17.9K - $19.8K
|
14.9K
$721K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
472+ 1.65% |
$17.3K - $19.1K
|
29.1K
$1.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
451+ 2.06% |
$16.5K - $18.2K
|
22.3K
$1.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
447+ 2.38% |
$16.4K - $18.1K
|
19.2K
$931K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
433+ 3.41% |
$15.8K - $17.5K
|
13.1K
$636K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
428+ 1.19% |
$15.7K - $17.3K
|
36.5K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
416+ 0.73% |
$15.2K - $16.8K
|
57.7K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$14.6K - $16.2K
|
400
$19.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
390+ 1.48% |
$14.3K - $15.8K
|
26.7K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
374+ 0.99% |
$13.7K - $15.1K
|
38.1K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
355+ 67.62% |
$13K - $14.4K
|
880
$42.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
354+ 3.85% |
$13K - $14.3K
|
9.55K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
333+ 3.13% |
$12.2K - $13.5K
|
11K
$532K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
307+ 1.12% |
$11.2K - $12.4K
|
27.7K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
289+ 3.34% |
$10.6K - $11.7K
|
8.95K
$434K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
267+ 3.51% |
$9.77K - $10.8K
|
7.88K
$382K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
243+ 2.53% |
$8.89K - $9.83K
|
9.86K
$478K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
240+ 3.74% |
$8.78K - $9.71K
|
6.66K
$322K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
240+ 2.04% |
$8.78K - $9.71K
|
12K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
232+ 3.49% |
$8.49K - $9.38K
|
6.88K
$333K
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
193+ 1.1% |
$7.06K - $7.81K
|
17.7K
$859K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
187+ 69.0% |
$6.84K - $7.56K
|
458
$22.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
182+ 0.73% |
$6.66K - $7.36K
|
25.2K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
171+ 0.33% |
$6.26K - $6.92K
|
52.6K
$2.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
165New |
$6.04K - $6.67K
|
165
$7.99K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
163+ 2.47% |
$5.96K - $6.59K
|
6.77K
$328K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
162+ 0.51% |
$5.93K - $6.55K
|
31.7K
$1.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
149New |
$5.45K - $6.03K
|
149
$7.22K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
144+ 0.43% |
$5.27K - $5.82K
|
33.7K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
128+ 0.8% |
$4.68K - $5.18K
|
16.1K
$778K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
122+ 0.47% |
$4.46K - $4.93K
|
26.3K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
111+ 0.33% |
$4.06K - $4.49K
|
34K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
106New |
$3.88K - $4.29K
|
106
$5.13K
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
103+ 0.51% |
$3.77K - $4.17K
|
20.4K
$986K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
101+ 1.03% |
$3.7K - $4.09K
|
9.92K
$480K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
101+ 1.31% |
$3.7K - $4.09K
|
7.82K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
98+ 6.62% |
$3.59K - $3.96K
|
1.58K
$76.5K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
96+ 0.83% |
$3.51K - $3.88K
|
11.6K
$564K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
90New |
$3.29K - $3.64K
|
90
$4.36K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
88New |
$3.22K - $3.56K
|
88
$4.26K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
76+ 0.41% |
$2.78K - $3.07K
|
18.6K
$900K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
74+ 0.32% |
$2.71K - $2.99K
|
22.9K
$1.11M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
70+ 0.59% |
$2.56K - $2.83K
|
11.9K
$574K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
68+ 2.71% |
$2.49K - $2.75K
|
2.58K
$125K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
62+ 1.51% |
$2.27K - $2.51K
|
4.16K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
59New |
$2.16K - $2.39K
|
59
$2.86K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50New |
$1.83K - $2.02K
|
50
$2.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 10.0% |
$1.46K - $1.62K
|
440
$21.3K
|