Purchases and Sales Made in Q4 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q4 2024. 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 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
154+ 2.6% |
$7.07K - $7.96K
|
6.08K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
151New |
$6.94K - $7.81K
|
151
$7.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
150+ 1.51% |
$6.89K - $7.76K
|
10.1K
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
144+ 0.22% |
$6.62K - $7.45K
|
65.7K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
139+ 2.67% |
$6.39K - $7.19K
|
5.34K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
132+ 0.71% |
$6.06K - $6.83K
|
18.8K
$878K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
125+ 2.05% |
$5.74K - $6.46K
|
6.23K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
108+ 0.77% |
$4.96K - $5.58K
|
14.1K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
107+ 4.45% |
$4.92K - $5.53K
|
2.51K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
102+ 1.03% |
$4.69K - $5.27K
|
9.98K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$4.59K - $5.17K
|
100
$4.68K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
95+ 0.99% |
$4.36K - $4.91K
|
9.65K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
91+ 1.14% |
$4.18K - $4.71K
|
8.09K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
89+ 0.5% |
$4.09K - $4.6K
|
17.7K
$828K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
83+ 1.39% |
$3.81K - $4.29K
|
6.07K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80+ 98.77% |
$3.68K - $4.14K
|
161
$7.53K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
74New |
$3.4K - $3.83K
|
74
$3.46K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
73New |
$3.35K - $3.77K
|
73
$3.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
65+ 1.14% |
$2.99K - $3.36K
|
5.78K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
65New |
$2.99K - $3.36K
|
65
$3.04K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
64+ 800.0% |
$2.94K - $3.31K
|
72
$3.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
63+ 0.92% |
$2.89K - $3.26K
|
6.93K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59+ 5.44% |
$2.71K - $3.05K
|
1.14K
$53.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55+ 0.38% |
$2.53K - $2.84K
|
14.5K
$679K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
54New |
$2.48K - $2.79K
|
54
$2.53K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 5.02% |
$2.3K - $2.59K
|
1.05K
$48.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 8.14% |
$1.98K - $2.22K
|
571
$26.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42+ 1.57% |
$1.93K - $2.17K
|
2.72K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
41+ 0.4% |
$1.88K - $2.12K
|
10.4K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
40New |
$1.84K - $2.07K
|
40
$1.87K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
40+ 0.67% |
$1.84K - $2.07K
|
6.04K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
39+ 0.23% |
$1.79K - $2.02K
|
17.1K
$799K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33+ 0.65% |
$1.52K - $1.71K
|
5.14K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
33New |
$1.52K - $1.71K
|
33
$1.54K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
33+ 0.52% |
$1.52K - $1.71K
|
6.36K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 1.17% |
$1.33K - $1.5K
|
2.5K
$117K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26+ 0.44% |
$1.19K - $1.34K
|
5.93K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24+ 0.39% |
$1.1K - $1.24K
|
6.16K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
24+ 0.44% |
$1.1K - $1.24K
|
5.51K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 1.88% |
$1.06K - $1.19K
|
1.24K
$58.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22+ 0.89% |
$1.01K - $1.14K
|
2.51K
$117K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
21+ 0.15% |
$965 - $1.09K
|
14.1K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
18+ 0.36% |
$827 - $931
|
4.97K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16New |
$735 - $827
|
16
$748
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 0.41% |
$735 - $827
|
3.92K
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
14+ 0.13% |
$643 - $724
|
10.9K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
14New |
$643 - $724
|
14
$655
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.52% |
$643 - $724
|
2.72K
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13New |
$597 - $672
|
13
$608
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
13New |
$597 - $672
|
13
$608
|