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 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.4KNew |
$202K - $228K
|
4.4K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.37KNew |
$201K - $226K
|
4.37K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.35K+ 10.12% |
$200K - $225K
|
47.3K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.24K+ 2.43% |
$195K - $219K
|
179K
$8.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.13K+ 4.81% |
$190K - $214K
|
90K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
4.12K+ 5.82% |
$189K - $213K
|
74.9K
$3.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.81KNew |
$175K - $197K
|
3.81K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.66K+ 26.46% |
$168K - $189K
|
17.5K
$817K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3.21KNew |
$147K - $166K
|
3.21K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.14K+ 19.86% |
$144K - $162K
|
18.9K
$886K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.07K+ 27.33% |
$141K - $158K
|
14.3K
$668K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.05K+ 36.8% |
$140K - $158K
|
11.3K
$530K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.03K+ 26.01% |
$139K - $157K
|
14.7K
$687K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.03KNew |
$139K - $157K
|
3.03K
$142K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.98K+ 2.8% |
$137K - $154K
|
110K
$5.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.96K+ 5.81% |
$136K - $153K
|
53.8K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.57K+ 21.94% |
$118K - $133K
|
14.3K
$668K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.27KNew |
$104K - $117K
|
2.27K
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.22K+ 1.22% |
$102K - $115K
|
184K
$8.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.07K+ 13.59% |
$95K - $107K
|
17.3K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.06K+ 10.84% |
$94.7K - $107K
|
21.1K
$986K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 2.98% |
$92.3K - $104K
|
69.5K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.91K+ 2.82% |
$87.7K - $98.7K
|
69.6K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.9K+ 27.08% |
$87.3K - $98.2K
|
8.92K
$417K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.8K+ 3.31% |
$82.5K - $92.9K
|
56.1K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.77K+ 8.48% |
$81.3K - $91.5K
|
22.6K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.62K+ 32.39% |
$74.3K - $83.7K
|
6.61K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 16.54% |
$74K - $83.3K
|
11.4K
$531K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.48K+ 3.06% |
$68.1K - $76.7K
|
49.9K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.48KNew |
$68.1K - $76.6K
|
1.48K
$69.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.44K+ 7.44% |
$66.2K - $74.5K
|
20.8K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.41K+ 1.85% |
$64.6K - $72.8K
|
77.3K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.35K+ 1.09% |
$62.1K - $69.9K
|
126K
$5.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.25KNew |
$57.5K - $64.7K
|
1.25K
$58.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.24K+ 3.72% |
$56.9K - $64K
|
34.5K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 3.55% |
$56.8K - $63.9K
|
36.1K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.22K+ 11.73% |
$55.8K - $62.8K
|
11.6K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.13K+ 342.12% |
$51.9K - $58.4K
|
1.46K
$68.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.09K+ 1.95% |
$49.9K - $56.2K
|
56.7K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.07K+ 4.27% |
$48.9K - $55.1K
|
26K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.06K+ 2.87% |
$48.7K - $54.8K
|
37.9K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.02K+ 176.51% |
$47K - $52.8K
|
1.6K
$74.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02K+ 6.27% |
$46.7K - $52.6K
|
17.2K
$806K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1KNew |
$45.9K - $51.7K
|
1K
$46.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
954+ 11.43% |
$43.8K - $49.3K
|
9.3K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
950+ 4.69% |
$43.6K - $49.1K
|
21.2K
$992K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
948+ 3.46% |
$43.6K - $49K
|
28.3K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
943+ 1.78% |
$43.3K - $48.8K
|
53.8K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
937+ 3.61% |
$43K - $48.5K
|
26.9K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
907New |
$41.7K - $46.9K
|
907
$42.4K
|