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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-549- 0.75% |
$20.1K - $22.2K
|
72.5K
$3.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-580- 5.48% |
$21.2K - $23.5K
|
10K
$484K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-607- 34.27% |
$22.2K - $24.6K
|
1.16K
$56.4K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-646- 9.11% |
$23.6K - $26.1K
|
6.45K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-671- 2.86% |
$24.6K - $27.1K
|
22.8K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-718- 2.66% |
$26.3K - $29K
|
26.3K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-819- 7.21% |
$30K - $33.1K
|
10.5K
$511K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-920- 91.45% |
$33.7K - $37.2K
|
86
$4.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.15K- 3.16% |
$41.9K - $46.3K
|
35K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.23K- 9.64% |
$45.1K - $49.8K
|
11.5K
$559K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.25K- 24.65% |
$45.7K - $50.6K
|
3.82K
$185K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.48K- 26.54% |
$54.2K - $59.9K
|
4.1K
$199K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 8.02% |
$54.7K - $60.5K
|
17.2K
$831K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.58K- 2.27% |
$57.7K - $63.8K
|
67.9K
$3.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.63K- 2.34% |
$59.6K - $65.9K
|
68K
$3.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.78K- 15.15% |
$65.1K - $71.9K
|
9.96K
$482K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.79K- 97.01% |
$65.4K - $72.3K
|
55
$2.66K
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.9K- 31.23% |
$69.3K - $76.7K
|
4.17K
$202K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.39K- 26.62% |
$87.4K - $96.6K
|
6.58K
$319K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.64K- 6.13% |
$96.7K - $107K
|
40.5K
$1.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.9K- 21.62% |
$106K - $117K
|
10.5K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.98K- 14.92% |
$109K - $121K
|
17K
$824K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.02K- 5.51% |
$111K - $122K
|
51.9K
$2.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.19K- 21.63% |
$117K - $129K
|
11.6K
$560K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.04K- 7.36% |
$148K - $163K
|
50.8K
$2.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-4.52K- 2.65% |
$165K - $183K
|
166K
$8.05M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.96K- 2.48% |
$181K - $200K
|
195K
$9.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.14K- 13.15% |
$188K - $208K
|
33.9K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-5.39K- 3.07% |
$197K - $218K
|
170K
$8.25M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.27K- 18.85% |
$229K - $254K
|
27K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.54K- 99.2% |
$276K - $305K
|
61
$2.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.76K- 5.61% |
$321K - $354K
|
147K
$7.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 19.52% |
$422K - $466K
|
47.5K
$2.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.9K- 12.55% |
$434K - $480K
|
82.6K
$4M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.9K- 54.7% |
$435K - $481K
|
9.85K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-13.9K- 12.24% |
$510K - $564K
|
100K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.4K- 2.98% |
$528K - $583K
|
470K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.9K- 0.85% |
$583K - $645K
|
1.86M
$90.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-21.2K- 61.83% |
$774K - $856K
|
13.1K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-32.7K- 62.95% |
$1.2M - $1.32M
|
19.2K
$931K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39.7K- 26.95% |
$1.45M - $1.6M
|
108K
$5.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42.2K- 31.16% |
$1.54M - $1.71M
|
93.2K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-49.4K- 30.01% |
$1.81M - $2M
|
115K
$5.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-60.7K- 31.35% |
$2.22M - $2.46M
|
133K
$6.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-90.1K- 72.44% |
$3.3M - $3.65M
|
34.3K
$1.66M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-302K- 77.79% |
$11.1M - $12.2M
|
86.2K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-684K- 9.1% |
$25M - $27.7M
|
6.83M
$331M
|