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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.77K+ 22.45% |
$61.1K - $71.8K
|
9.64K
$467K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.75K+ 6.48% |
$60.4K - $71K
|
28.7K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.69K+ 0.67% |
$58.4K - $68.6K
|
255K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.65K+ 22.52% |
$57.1K - $67K
|
8.98K
$435K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.64K+ 410.03% |
$56.6K - $66.5K
|
2.04K
$98.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.57K+ 6.24% |
$54.3K - $63.8K
|
26.7K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.55K+ 3.15% |
$53.6K - $62.9K
|
50.7K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.54K+ 2615.25% |
$53.4K - $62.7K
|
1.6K
$77.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.49K+ 21.68% |
$51.5K - $60.5K
|
8.36K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 9.85% |
$50.5K - $59.4K
|
16.3K
$789K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.42K+ 12.3% |
$49.2K - $57.8K
|
13K
$629K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 68.92% |
$47.9K - $56.2K
|
3.39K
$164K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.38K+ 7.49% |
$47.9K - $56.2K
|
19.9K
$962K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.37K+ 4.7% |
$47.3K - $55.6K
|
30.5K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.32K+ 13.24% |
$45.6K - $53.6K
|
11.3K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 2.65% |
$43.6K - $51.2K
|
48.8K
$2.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.24K+ 10.34% |
$42.9K - $50.4K
|
13.2K
$641K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.23K+ 9.98% |
$42.6K - $50.1K
|
13.6K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.22K+ 12.73% |
$42.2K - $49.6K
|
10.8K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.18K+ 11.06% |
$40.9K - $48.1K
|
11.9K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.18K+ 3.78% |
$40.8K - $48K
|
32.4K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.15K+ 5.28% |
$39.8K - $46.8K
|
23K
$1.11M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.13K+ 4.54% |
$39.2K - $46.1K
|
26.1K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.11K+ 17.74% |
$38.3K - $45K
|
7.36K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.1K+ 4.95% |
$37.9K - $44.5K
|
23.2K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.06K+ 1742.62% |
$36.8K - $43.2K
|
1.12K
$54.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.06K+ 5.83% |
$36.5K - $42.9K
|
19.2K
$928K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.06K+ 8.04% |
$36.5K - $42.9K
|
14.2K
$687K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
946+ 7.14% |
$32.7K - $38.4K
|
14.2K
$687K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
939+ 4.55% |
$32.5K - $38.2K
|
21.6K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
917+ 18.47% |
$31.7K - $37.3K
|
5.88K
$285K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
895+ 1.76% |
$30.9K - $36.4K
|
51.7K
$2.5M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
835New |
$28.9K - $33.9K
|
835
$40.4K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
828+ 4.92% |
$28.6K - $33.6K
|
17.7K
$855K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
754+ 18.06% |
$26.1K - $30.6K
|
4.93K
$239K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
741+ 4.18% |
$25.6K - $30.1K
|
18.5K
$895K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
733+ 2.83% |
$25.3K - $29.8K
|
26.6K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
720+ 18.84% |
$24.9K - $29.3K
|
4.54K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
712New |
$24.6K - $28.9K
|
712
$34.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
699+ 2.66% |
$24.2K - $28.4K
|
27K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
699+ 6.05% |
$24.2K - $28.4K
|
12.3K
$594K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
576+ 2.52% |
$19.9K - $23.4K
|
23.5K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
561+ 0.91% |
$19.4K - $22.8K
|
61.9K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
527New |
$18.2K - $21.4K
|
527
$25.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
521+ 2.31% |
$18K - $21.2K
|
23.1K
$1.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
510+ 1.73% |
$17.6K - $20.7K
|
30K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
474+ 5.46% |
$16.4K - $19.3K
|
9.16K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
469+ 1.45% |
$16.2K - $19.1K
|
32.9K
$1.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
442+ 3.2% |
$15.3K - $18K
|
14.2K
$690K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
426+ 26.98% |
$14.7K - $17.3K
|
2.01K
$97.1K
|