Purchases and Sales Made in Q3 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
130+ 2.63% |
$5.4K - $6.11K
|
5.07K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
128+ 9.83% |
$5.32K - $6.01K
|
1.43K
$64.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
120New |
$4.99K - $5.64K
|
120
$5.45K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
119+ 1.73% |
$4.94K - $5.59K
|
7.02K
$319K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 23.87% |
$4.16K - $4.7K
|
519
$23.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
81+ 0.73% |
$3.37K - $3.8K
|
11.2K
$510K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
78+ 0.56% |
$3.24K - $3.66K
|
14.1K
$638K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
72+ 0.25% |
$2.99K - $3.38K
|
29.3K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$2.95K - $3.33K
|
71
$3.22K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
68+ 174.36% |
$2.83K - $3.19K
|
107
$4.86K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
66New |
$2.74K - $3.1K
|
66
$3K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
66+ 2.82% |
$2.74K - $3.1K
|
2.41K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
60New |
$2.49K - $2.82K
|
60
$2.72K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60+ 0.88% |
$2.49K - $2.82K
|
6.86K
$312K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
60+ 0.85% |
$2.49K - $2.82K
|
7.14K
$324K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
53+ 0.89% |
$2.2K - $2.49K
|
6K
$272K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
52New |
$2.16K - $2.44K
|
52
$2.36K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
50+ 0.63% |
$2.08K - $2.35K
|
7.99K
$363K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39+ 195.0% |
$1.62K - $1.83K
|
59
$2.68K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37New |
$1.54K - $1.74K
|
37
$1.68K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
33New |
$1.37K - $1.55K
|
33
$1.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
28New |
$1.16K - $1.32K
|
28
$1.27K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$914 - $1.03K
|
22
$999
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
21New |
$873 - $986
|
21
$954
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$665 - $752
|
16
$727
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
16+ 0.15% |
$665 - $752
|
10.9K
$497K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.52% |
$582 - $658
|
2.7K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 32.5% |
$540 - $611
|
53
$2.41K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 3.27% |
$457 - $517
|
347
$15.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$332 - $376
|
8
$363
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5New |
$208 - $235
|
5
$227
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.14% |
$208 - $235
|
3.62K
$164K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.06% |
$125 - $141
|
5.19K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.02% |
$83.1 - $93.9
|
8.12K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$83.1 - $93.9
|
4.91K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.7% |
$83.1 - $93.9
|
288
$13.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.02% |
$41.6 - $47
|
5.02K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.47% |
$41.6 - $47
|
215
$9.76K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$41.6 - $47
|
13.6K
$619K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-7- 4.17% |
$291 - $329
|
161
$7.31K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 2.16% |
$291 - $329
|
317
$14.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.23% |
$623 - $705
|
6.43K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-21- 0.29% |
$873 - $986
|
7.14K
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-22- 0.56% |
$914 - $1.03K
|
3.91K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-32- 0.18% |
$1.33K - $1.5K
|
18K
$818K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-39- 0.74% |
$1.62K - $1.83K
|
5.23K
$238K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-41- 9.4% |
$1.7K - $1.93K
|
395
$17.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-42- 95.45% |
$1.75K - $1.97K
|
2
$90.8
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-43- 0.75% |
$1.79K - $2.02K
|
5.72K
$260K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 5.84% |
$2.04K - $2.3K
|
790
$35.9K
|