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
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
17.1KNew |
$785K - $884K
|
17.1K
$799K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 85.66% |
$781K - $879K
|
36.9K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
16.6KNew |
$761K - $856K
|
16.6K
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
16.4KNew |
$752K - $846K
|
16.4K
$765K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.7K+ 109.84% |
$721K - $812K
|
30K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.4KNew |
$709K - $798K
|
15.4K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.3K+ 3.71% |
$701K - $790K
|
427K
$20M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.4K+ 14.99% |
$661K - $744K
|
110K
$5.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 43.77% |
$624K - $703K
|
44.6K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4K+ 94.22% |
$617K - $694K
|
27.7K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.7K+ 51.05% |
$582K - $655K
|
37.5K
$1.75M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.4KNew |
$568K - $639K
|
12.4K
$578K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11.9KNew |
$545K - $614K
|
11.9K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.6K+ 30.2% |
$533K - $600K
|
50K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
11.4K+ 15.98% |
$525K - $591K
|
82.9K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
11.2KNew |
$513K - $577K
|
11.2K
$522K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 40.57% |
$492K - $554K
|
37.1K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.7KNew |
$492K - $554K
|
10.7K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.6KNew |
$488K - $549K
|
10.6K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.93K+ 94.54% |
$456K - $513K
|
20.4K
$956K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
9.61K+ 4.61% |
$441K - $497K
|
218K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.63K+ 2.97% |
$396K - $446K
|
299K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.55K+ 5.65% |
$393K - $442K
|
160K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.35KNew |
$384K - $432K
|
8.35K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.02K+ 4.18% |
$368K - $415K
|
200K
$9.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.59K+ 121.22% |
$348K - $392K
|
13.8K
$647K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.49KNew |
$344K - $387K
|
7.49K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.42KNew |
$341K - $384K
|
7.42K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
7.3K+ 15.87% |
$335K - $377K
|
53.3K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.07K+ 1.81% |
$325K - $365K
|
397K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.03K+ 21.72% |
$323K - $363K
|
39.4K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.9K+ 2.08% |
$317K - $357K
|
339K
$15.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.75K+ 44.03% |
$310K - $349K
|
22.1K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.62K+ 24.42% |
$304K - $342K
|
33.7K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.62K+ 27.29% |
$304K - $342K
|
30.9K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.6KNew |
$303K - $341K
|
6.6K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
6.44KNew |
$296K - $333K
|
6.44K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.38K+ 0.72% |
$293K - $330K
|
887K
$41.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.35KNew |
$292K - $328K
|
6.35K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.22KNew |
$286K - $322K
|
6.22K
$291K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
6.22KNew |
$286K - $321K
|
6.22K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.99KNew |
$275K - $310K
|
5.99K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.93K+ 3.52% |
$273K - $307K
|
175K
$8.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.83K+ 2.54% |
$268K - $301K
|
235K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.39K+ 79.94% |
$247K - $278K
|
12.1K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.27K+ 34.2% |
$242K - $272K
|
20.7K
$967K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.88KNew |
$224K - $252K
|
4.88K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.88K+ 18.14% |
$224K - $252K
|
31.8K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.52KNew |
$208K - $234K
|
4.52K
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.49KNew |
$206K - $232K
|
4.49K
$210K
|