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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.64K+ 4.71% |
$161K - $189K
|
103K
$4.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.59K+ 7.75% |
$159K - $186K
|
63.8K
$3.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.57K+ 8.29% |
$158K - $186K
|
59.7K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.51K+ 4.29% |
$156K - $183K
|
110K
$5.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.37K+ 2.13% |
$151K - $177K
|
210K
$9.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.28K+ 6.19% |
$148K - $174K
|
73.4K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.22K+ 11.54% |
$146K - $171K
|
40.8K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.21K+ 8.6% |
$145K - $171K
|
53.1K
$2.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.13K+ 44.23% |
$143K - $168K
|
13.5K
$636K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.07K+ 219.0% |
$141K - $165K
|
5.93K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.9K+ 10.94% |
$135K - $158K
|
39.5K
$1.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.76K+ 7.57% |
$130K - $153K
|
53.4K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.73K+ 4.11% |
$129K - $151K
|
94.5K
$4.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.69K+ 20.94% |
$128K - $150K
|
21.3K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 8.99% |
$123K - $144K
|
43.1K
$2.04M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
3.41K+ 10.11% |
$118K - $139K
|
37.1K
$1.75M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.38K+ 5.86% |
$117K - $137K
|
61.1K
$2.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
3.15K+ 9.77% |
$109K - $128K
|
35.3K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 23.54% |
$106K - $125K
|
16.1K
$763K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.04K+ 14.04% |
$105K - $124K
|
24.7K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.02K+ 5.67% |
$104K - $123K
|
56.3K
$2.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.99K+ 19.48% |
$103K - $121K
|
18.3K
$866K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.95K+ 45.58% |
$102K - $120K
|
9.42K
$445K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
2.9K+ 1.74% |
$100K - $118K
|
169K
$8M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.89K+ 14.26% |
$99.9K - $117K
|
23.1K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.8K+ 10.13% |
$97K - $114K
|
30.5K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.79K+ 7.88% |
$96.5K - $113K
|
38.2K
$1.81M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.67KNew |
$92.4K - $109K
|
2.67K
$126K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
2.63K+ 6.85% |
$90.9K - $107K
|
41K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.63K+ 2.99% |
$90.9K - $107K
|
90.4K
$4.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.62KNew |
$90.6K - $106K
|
2.62K
$124K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.61K+ 12.83% |
$90.3K - $106K
|
23K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.58K+ 4.48% |
$89.1K - $105K
|
60.2K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.57K+ 1.81% |
$88.9K - $104K
|
145K
$6.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.55K+ 27.65% |
$88.3K - $104K
|
11.8K
$557K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5KNew |
$86.5K - $102K
|
2.5K
$118K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.49K+ 7.34% |
$86.1K - $101K
|
36.4K
$1.72M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
2.41K+ 4.07% |
$83.4K - $98K
|
61.6K
$2.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 2.66% |
$79.4K - $93.3K
|
88.8K
$4.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.27K+ 9.4% |
$78.5K - $92.2K
|
26.4K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
2.21K+ 5.16% |
$76.5K - $89.9K
|
45.1K
$2.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 12.68% |
$75.2K - $88.4K
|
19.3K
$914K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.05K+ 34.1% |
$70.9K - $83.3K
|
8.06K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.98K+ 29.74% |
$68.5K - $80.4K
|
8.64K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.96K+ 2.71% |
$67.8K - $79.6K
|
74.3K
$3.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.93K+ 19.34% |
$66.9K - $78.6K
|
11.9K
$564K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.85K+ 107.77% |
$63.8K - $75K
|
3.56K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.78K+ 20.72% |
$61.5K - $72.3K
|
10.4K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 10.31% |
$61.3K - $72K
|
19K
$896K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.77K+ 6.71% |
$61.3K - $72K
|
28.2K
$1.33M
|