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 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
420+ 2.87% |
$14.5K - $17.1K
|
15.1K
$712K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
404+ 0.57% |
$14K - $16.4K
|
71.7K
$3.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
375+ 4.89% |
$13K - $15.2K
|
8.04K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
375+ 0.19% |
$13K - $15.2K
|
197K
$9.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
371+ 0.63% |
$12.8K - $15.1K
|
59K
$2.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
314+ 0.59% |
$10.9K - $12.8K
|
53.1K
$2.51M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
286+ 6.87% |
$9.89K - $11.6K
|
4.45K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
273+ 4.23% |
$9.44K - $11.1K
|
6.72K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
273+ 2.55% |
$9.44K - $11.1K
|
11K
$519K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
272+ 1.46% |
$9.41K - $11.1K
|
18.8K
$891K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
257+ 51.61% |
$8.89K - $10.4K
|
755
$35.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
257+ 0.67% |
$8.89K - $10.4K
|
38.4K
$1.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
240+ 62.34% |
$8.3K - $9.75K
|
625
$29.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
236+ 3.06% |
$8.16K - $9.59K
|
7.95K
$376K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
216+ 47.16% |
$7.47K - $8.78K
|
674
$31.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
200New |
$6.92K - $8.13K
|
200
$9.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
187New |
$6.47K - $7.6K
|
187
$8.84K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
184+ 7.33% |
$6.36K - $7.48K
|
2.7K
$127K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
176+ 2.56% |
$6.09K - $7.15K
|
7.05K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
156+ 2.5% |
$5.39K - $6.34K
|
6.4K
$302K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
155New |
$5.36K - $6.3K
|
155
$7.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
142+ 7.75% |
$4.91K - $5.77K
|
1.98K
$93.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
141+ 427.27% |
$4.88K - $5.73K
|
174
$8.22K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
137+ 2.02% |
$4.74K - $5.57K
|
6.91K
$326K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
127+ 0.66% |
$4.39K - $5.16K
|
19.4K
$915K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
122+ 0.25% |
$4.22K - $4.96K
|
48.2K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
116+ 21.89% |
$4.01K - $4.71K
|
646
$30.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
108+ 1.38% |
$3.73K - $4.39K
|
7.93K
$375K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$3.46K - $4.06K
|
100
$4.73K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
100+ 0.72% |
$3.46K - $4.06K
|
14K
$663K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 100.0% |
$3.46K - $4.06K
|
200
$9.45K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
95+ 1.1% |
$3.29K - $3.86K
|
8.71K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
87+ 0.8% |
$3.01K - $3.53K
|
10.9K
$517K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
86+ 0.33% |
$2.97K - $3.49K
|
26.1K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
84+ 0.22% |
$2.9K - $3.41K
|
37.5K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
81New |
$2.8K - $3.29K
|
81
$3.83K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
79+ 11.69% |
$2.73K - $3.21K
|
755
$35.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
78+ 1.51% |
$2.7K - $3.17K
|
5.24K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
74+ 0.5% |
$2.56K - $3.01K
|
15K
$707K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 1600.0% |
$2.21K - $2.6K
|
68
$3.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
63+ 5.41% |
$2.18K - $2.56K
|
1.23K
$58K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
61+ 2.37% |
$2.11K - $2.48K
|
2.64K
$125K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
56+ 0.6% |
$1.94K - $2.28K
|
9.4K
$444K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
51+ 0.34% |
$1.76K - $2.07K
|
15K
$709K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43New |
$1.49K - $1.75K
|
43
$2.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
40New |
$1.38K - $1.63K
|
40
$1.89K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
35New |
$1.21K - $1.42K
|
35
$1.65K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32+ 1.21% |
$1.11K - $1.3K
|
2.67K
$126K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
31New |
$1.07K - $1.26K
|
31
$1.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
31New |
$1.07K - $1.26K
|
31
$1.47K
|