Latest Institutional Transactions on Ishares Tr (IFRA)
This table provides information on the latest institutional transactions involving Ishares Tr (IFRA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.7KNew |
$674K - $767K
|
17.7K
$827K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.14K- 45.19% |
$158K - $179K
|
5.02K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8New |
$305 - $347
|
8
$374
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
18New |
$687 - $780
|
18
$842
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
96.6KNew |
$3.68M - $4.19M
|
96.6K
$4.52M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 22.58% |
$51.5K - $58.5K
|
4.63K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-5.67K- 14.82% |
$216K - $246K
|
32.6K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.13K- 8.36% |
$42.9K - $48.8K
|
12.3K
$577K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
5KNew |
$191K - $217K
|
5K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.9K+ 8.78% |
$111K - $126K
|
36K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$572 - $650
|
15
$702
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
565New |
$21.5K - $24.5K
|
565
$26.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-230- 36.8% |
$8.77K - $9.97K
|
395
$18.5K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-23- 65.71% |
$877 - $997
|
12
$561
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.27% |
$38.1 - $43.4
|
45
$2.1K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.36K+ 7.68% |
$51.7K - $58.8K
|
19K
$889K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.26KNew |
$277K - $315K
|
7.26K
$340K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
142New |
$5.42K - $6.16K
|
142
$6.64K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
188+ 0.82% |
$7.17K - $8.15K
|
23.2K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.83% |
$38.1 - $43.4
|
122
$5.71K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$76.3K - $86.7K
|
2K
$93.5K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
394+ 6.74% |
$15K - $17.1K
|
6.24K
$292K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
113New |
$4.31K - $4.9K
|
113
$5.29K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
11New |
$380 - $447
|
11
$514
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-36- 90.0% |
$1.24K - $1.46K
|
4
$187
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-128- 85.91% |
$4.43K - $5.2K
|
21
$982
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13New |
$450 - $528
|
13
$608
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-100- 1.77% |
$3.46K - $4.06K
|
5.55K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.6K+ 82.45% |
$1.02M - $1.2M
|
65.5K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-8- 0.09% |
$277 - $325
|
8.99K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$746K - $877K
|
21.6K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
273+ 4.23% |
$9.44K - $11.1K
|
6.72K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.2KNew |
$1.25M - $1.47M
|
36.2K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-25- 23.58% |
$865 - $1.02K
|
81
$3.79K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$3.46K - $4.06K
|
100
$4.68K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.66KNew |
$265K - $311K
|
7.66K
$358K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.47K- 12.74% |
$50.9K - $59.8K
|
10.1K
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 1600.0% |
$2.21K - $2.6K
|
68
$3.18K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43New |
$1.49K - $1.75K
|
43
$2.01K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14New |
$484 - $569
|
14
$655
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.89K+ 14.26% |
$99.9K - $117K
|
23.1K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.49K+ 21.68% |
$51.5K - $60.5K
|
8.36K
$391K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$657 - $772
|
19
$889
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
272+ 1.46% |
$9.41K - $11.1K
|
18.8K
$881K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
81New |
$2.8K - $3.29K
|
81
$3.79K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$192K - $226K
|
5.56K
$260K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.37K+ 4.7% |
$47.3K - $55.6K
|
30.5K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.7K- 7.28% |
$406K - $477K
|
150K
$7M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.75K+ 6.48% |
$60.4K - $71K
|
28.7K
$1.34M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16.1K+ 12.2% |
$589K - $651K
|
148K
$6.93M
|
|