Purchases and Sales Made in Q4 2023 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.92M+ 371.96% |
$170M - $200M
|
6.24M
$302M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.08M+ 1247.5% |
$37.2M - $43.7M
|
1.16M
$56.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
465KNew |
$16.1M - $18.9M
|
465K
$22.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
249K+ 24.68% |
$8.62M - $10.1M
|
1.26M
$61M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
233K+ 2418.5% |
$8.05M - $9.46M
|
243K
$11.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
187KNew |
$6.48M - $7.61M
|
187K
$9.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
179K+ 35.74% |
$6.2M - $7.28M
|
681K
$33M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
176K+ 11.67% |
$6.07M - $7.14M
|
1.68M
$81.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
166K+ 152.61% |
$5.72M - $6.73M
|
274K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
163K+ 2.39% |
$5.64M - $6.63M
|
6.99M
$339M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 25.87% |
$4.39M - $5.16M
|
618K
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
120K+ 17.8% |
$4.14M - $4.87M
|
793K
$38.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
71.1KNew |
$2.46M - $2.89M
|
71.1K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
67.8KNew |
$2.35M - $2.76M
|
67.8K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
55.9KNew |
$1.93M - $2.27M
|
55.9K
$2.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53K+ 5.73% |
$1.83M - $2.15M
|
977K
$47.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
52.7KNew |
$1.82M - $2.14M
|
52.7K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
45.6KNew |
$1.58M - $1.85M
|
45.6K
$2.21M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.4KNew |
$1.47M - $1.72M
|
42.4K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
39.7KNew |
$1.37M - $1.61M
|
39.7K
$1.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
38.3KNew |
$1.32M - $1.56M
|
38.3K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.2KNew |
$1.25M - $1.47M
|
36.2K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36K+ 24.44% |
$1.24M - $1.46M
|
183K
$8.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.8K+ 7.96% |
$1.2M - $1.41M
|
472K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.1K+ 17.48% |
$1.18M - $1.38M
|
229K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.9KNew |
$1.17M - $1.38M
|
33.9K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
33KNew |
$1.14M - $1.34M
|
33K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
32.9K+ 15.01% |
$1.14M - $1.34M
|
252K
$12.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.7K+ 35.12% |
$1.13M - $1.33M
|
126K
$6.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.8K+ 14.47% |
$1.1M - $1.29M
|
252K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.6K+ 82.45% |
$1.02M - $1.2M
|
65.5K
$3.17M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
27.7KNew |
$958K - $1.13M
|
27.7K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
27.1K+ 11.44% |
$939K - $1.1M
|
265K
$12.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
25.3K+ 2.93% |
$873K - $1.03M
|
887K
$43M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 23.04% |
$857K - $1.01M
|
132K
$6.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.1K+ 21.36% |
$764K - $898K
|
126K
$6.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$746K - $877K
|
21.6K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.4K+ 13.44% |
$742K - $871K
|
181K
$8.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.9K+ 68.73% |
$724K - $850K
|
51.4K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.5KNew |
$674K - $791K
|
19.5K
$943K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
17.8KNew |
$614K - $722K
|
17.8K
$861K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
17.7K+ 33.36% |
$614K - $721K
|
71K
$3.44M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
17K+ 15.08% |
$589K - $692K
|
130K
$6.3M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.9K+ 206.15% |
$584K - $686K
|
25.1K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.3K+ 10.71% |
$565K - $664K
|
169K
$8.19M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.3KNew |
$564K - $662K
|
16.3K
$790K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
16.2K+ 21.06% |
$559K - $656K
|
92.9K
$4.5M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
14.8KNew |
$513K - $602K
|
14.8K
$718K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
14.8K+ 80.81% |
$511K - $600K
|
33K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.7K+ 36.29% |
$508K - $597K
|
55.2K
$2.67M
|