Purchases and Sales Made in Q4 2025 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q4 2025. 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 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
62.9KNew |
$3.27M - $3.4M
|
62.9K
$3.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
38.2KNew |
$1.99M - $2.06M
|
38.2K
$1.99M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
22.1KNew |
$1.15M - $1.2M
|
22.1K
$1.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.51K+ 4.32% |
$339K - $352K
|
157K
$8.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
6.22KNew |
$323K - $336K
|
6.22K
$324K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.93KNew |
$308K - $320K
|
5.93K
$309K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
5.87KNew |
$305K - $317K
|
5.87K
$305K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.81KNew |
$198K - $206K
|
3.81K
$198K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.77K+ 60.96% |
$196K - $204K
|
9.95K
$518K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.28K+ 7.34% |
$118K - $123K
|
33.3K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.96K+ 8.54% |
$102K - $106K
|
24.9K
$1.3M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
910+ 11.82% |
$47.3K - $49.2K
|
8.61K
$448K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
532New |
$27.7K - $28.7K
|
532
$27.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
178New |
$9.26K - $9.62K
|
178
$9.27K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
168New |
$8.74K - $9.08K
|
168
$8.75K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
142+ 2.2% |
$7.39K - $7.67K
|
6.6K
$344K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
65New |
$3.38K - $3.51K
|
65
$3.38K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
50+ 0.3% |
$2.6K - $2.7K
|
16.6K
$864K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 126.47% |
$2.24K - $2.32K
|
77
$4.01K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 0.3% |
$1.51K - $1.57K
|
9.84K
$512K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
16+ 0.15% |
$832 - $865
|
11K
$573K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.57% |
$312 - $324
|
1.07K
$55.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-18- 0.38% |
$936 - $973
|
4.72K
$246K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-20- 0.12% |
$1.04K - $1.08K
|
17.4K
$904K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-155- 1.87% |
$8.06K - $8.38K
|
8.12K
$423K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-194- 3.12% |
$10.1K - $10.5K
|
6.03K
$314K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-221- 3.77% |
$11.5K - $11.9K
|
5.64K
$294K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-236- 2.1% |
$12.3K - $12.8K
|
11K
$574K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-318- 8.39% |
$16.5K - $17.2K
|
3.47K
$181K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-511- 10.43% |
$26.6K - $27.6K
|
4.39K
$228K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-762- 3.79% |
$39.6K - $41.2K
|
19.4K
$1.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-859- 10.64% |
$44.7K - $46.4K
|
7.22K
$376K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-884- 2.21% |
$46K - $47.8K
|
39K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.16K- 20.83% |
$112K - $116K
|
8.19K
$426K
|
|