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 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
13.7KNew |
$473K - $555K
|
13.7K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12.9K+ 23.82% |
$447K - $525K
|
67.2K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8K+ 15.41% |
$441K - $519K
|
95.6K
$4.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
12.2KNew |
$422K - $496K
|
12.2K
$592K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
12K+ 35.64% |
$416K - $489K
|
45.8K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$387K - $454K
|
11.2K
$542K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11KNew |
$382K - $448K
|
11K
$535K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 10.0% |
$376K - $441K
|
120K
$5.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10KNew |
$346K - $407K
|
10K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.58KNew |
$331K - $389K
|
9.58K
$464K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.39KNew |
$325K - $381K
|
9.39K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.46K+ 16.06% |
$292K - $344K
|
61.1K
$2.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
8.3K+ 84.22% |
$287K - $337K
|
18.1K
$879K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.16K+ 23.49% |
$282K - $332K
|
42.9K
$2.08M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8.12KNew |
$281K - $330K
|
8.12K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.97KNew |
$275K - $324K
|
7.97K
$386K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.91KNew |
$274K - $321K
|
7.91K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.66KNew |
$265K - $311K
|
7.66K
$371K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.64KNew |
$264K - $311K
|
7.64K
$370K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.64K+ 23.29% |
$264K - $310K
|
40.4K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
7.48KNew |
$258K - $304K
|
7.48K
$362K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.97KNew |
$241K - $283K
|
6.97K
$338K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
6.84KNew |
$236K - $278K
|
6.84K
$331K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.65KNew |
$230K - $270K
|
6.65K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.5KNew |
$225K - $264K
|
6.5K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.5KNew |
$225K - $264K
|
6.5K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.49KNew |
$224K - $264K
|
6.49K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
6.37K+ 12.34% |
$220K - $259K
|
58K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
6.25K+ 149.88% |
$216K - $254K
|
10.4K
$505K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.07K+ 43.64% |
$210K - $247K
|
20K
$968K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.62KNew |
$194K - $228K
|
5.62K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.61K+ 3.9% |
$194K - $228K
|
149K
$7.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.57KNew |
$193K - $226K
|
5.57K
$270K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$192K - $226K
|
5.56K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.51KNew |
$191K - $224K
|
5.51K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.42KNew |
$188K - $220K
|
5.42K
$263K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.4KNew |
$187K - $219K
|
5.4K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.29KNew |
$183K - $215K
|
5.29K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.28K+ 23.15% |
$183K - $215K
|
28.1K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.27KNew |
$182K - $214K
|
5.27K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.27KNew |
$182K - $214K
|
5.27K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.26KNew |
$182K - $214K
|
5.26K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.24K+ 64.17% |
$181K - $213K
|
13.4K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.24KNew |
$181K - $213K
|
5.24K
$254K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.18KNew |
$179K - $210K
|
5.18K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.17K+ 22.65% |
$179K - $210K
|
28K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.14K+ 15.12% |
$178K - $209K
|
39.1K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.11K+ 0.67% |
$177K - $208K
|
773K
$37.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.98K+ 21.75% |
$172K - $202K
|
27.9K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.93K+ 8.22% |
$170K - $200K
|
64.9K
$3.14M
|