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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.13K- 4.24% |
$39.2K - $46K
|
25.6K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.44K- 2.12% |
$49.8K - $58.5K
|
66.4K
$3.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.47K- 12.74% |
$50.9K - $59.8K
|
10.1K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.52K- 4.33% |
$52.5K - $61.7K
|
33.5K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.63K- 7.29% |
$56.3K - $66.1K
|
20.7K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.75K- 16.58% |
$60.4K - $71K
|
8.8K
$426K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.02K- 11.85% |
$69.7K - $82K
|
15K
$727K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-2.23K- 27.64% |
$77.2K - $90.7K
|
5.85K
$283K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.49K- 9.45% |
$86K - $101K
|
23.8K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3K- 1.16% |
$104K - $122K
|
256K
$12.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.19K- 19.48% |
$110K - $129K
|
13.2K
$638K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.22K- 0.99% |
$111K - $131K
|
322K
$15.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.69K- 5.43% |
$128K - $150K
|
64.3K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.7K- 22.7% |
$128K - $150K
|
12.6K
$610K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.47K- 32.31% |
$154K - $181K
|
9.36K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.49K- 8.31% |
$190K - $223K
|
60.6K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.92K- 1.94% |
$205K - $241K
|
300K
$14.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.19K- 45.34% |
$214K - $251K
|
7.46K
$361K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.64K- 57.01% |
$230K - $270K
|
5.01K
$242K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.42K- 5.54% |
$291K - $342K
|
144K
$6.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8.59K- 5.04% |
$297K - $349K
|
162K
$7.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.33K- 8.1% |
$323K - $379K
|
106K
$5.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.85K- 32.23% |
$341K - $400K
|
20.7K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-10.4K- 3.59% |
$359K - $422K
|
279K
$13.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.7K- 7.28% |
$406K - $477K
|
150K
$7.25M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.4K- 22.82% |
$428K - $503K
|
41.9K
$2.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.3K- 68.93% |
$458K - $539K
|
5.97K
$289K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15K- 33.56% |
$519K - $610K
|
29.7K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15.2K- 47.71% |
$524K - $616K
|
16.6K
$805K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-15.5K- 15.55% |
$538K - $632K
|
84.5K
$4.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-16.7K- 48.54% |
$576K - $676K
|
17.7K
$855K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.2K- 8.32% |
$593K - $697K
|
189K
$9.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.8K- 25.9% |
$649K - $763K
|
53.7K
$2.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-26.9K- 61.81% |
$929K - $1.09M
|
16.6K
$804K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28K- 4.1% |
$969K - $1.14M
|
655K
$31.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.8K- 6.12% |
$994K - $1.17M
|
441K
$21.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-34.1K- 65.68% |
$1.18M - $1.38M
|
17.8K
$863K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-34.6K- 30.47% |
$1.2M - $1.41M
|
79K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.5K- 2.87% |
$1.85M - $2.17M
|
1.81M
$87.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-123K- 92.27% |
$4.24M - $4.99M
|
10.3K
$498K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-189K- 45.22% |
$6.54M - $7.68M
|
229K
$11.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-229K- 11.99% |
$7.91M - $9.3M
|
1.68M
$81.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-240K- 22.5% |
$8.32M - $9.77M
|
828K
$40.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-259K- 20.2% |
$8.94M - $10.5M
|
1.02M
$49.5M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-263K- 17.27% |
$9.09M - $10.7M
|
1.26M
$61M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-420K- 65.31% |
$14.5M - $17.1M
|
223K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-634K- 38.22% |
$21.9M - $25.8M
|
1.02M
$49.7M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.11M- 95.64% |
$38.4M - $45.2M
|
50.6K
$2.45M
|