Latest Institutional Purchases of Ishares Tr (IFRA)
This list provides information on the latest institutional transactions involving Ishares Tr (IFRA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.64% |
$149 - $158
|
475
$24.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3New |
$149 - $158
|
3
$156
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$99.5 - $106
|
4.88K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.34% |
$49.8 - $52.8
|
293
$15.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.7% |
$49.8 - $52.8
|
38
$1.98K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.04% |
$49.8 - $52.8
|
2.57K
$134K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1+ 0.26% |
$49.8 - $52.8
|
380
$19.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.08% |
$49.8 - $52.8
|
1.2K
$62.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.46% |
$49.8 - $52.8
|
219
$11.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.12% |
$49.8 - $52.8
|
804
$41.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 1.19% |
$49.8 - $52.8
|
85
$4.43K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
136K+ 925.45% |
$5.58M - $6.7M
|
151K
$7.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.2K+ 68.61% |
$663K - $797K
|
39.8K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.1KNew |
$577K - $693K
|
14.1K
$734K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
13.3KNew |
$543K - $652K
|
13.3K
$690K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
6.5KNew |
$266K - $320K
|
6.5K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.18KNew |
$253K - $304K
|
6.18K
$322K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.07K+ 60.15% |
$249K - $299K
|
16.2K
$841K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.11KNew |
$168K - $202K
|
4.11K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
3.77K+ 31.08% |
$154K - $185K
|
15.9K
$828K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.86K+ 8.63% |
$117K - $141K
|
36K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2.63KNew |
$108K - $129K
|
2.63K
$137K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$88.7K - $106K
|
2.16K
$113K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.69KNew |
$69.2K - $83K
|
1.69K
$87.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.15K+ 13.02% |
$47.2K - $56.7K
|
10K
$521K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.07K+ 7.57% |
$43.6K - $52.4K
|
15.1K
$788K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.07KNew |
$43.6K - $52.4K
|
1.07K
$55.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$41K - $49.2K
|
1K
$52.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
654New |
$26.8K - $32.2K
|
654
$34.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
595New |
$24.4K - $29.3K
|
595
$31K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
461New |
$18.9K - $22.7K
|
461
$24K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
233+ 2912.5% |
$9.55K - $11.5K
|
241
$12.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
207+ 4.2% |
$8.48K - $10.2K
|
5.14K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200+ 277.78% |
$8.19K - $9.84K
|
272
$14.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
158New |
$6.47K - $7.77K
|
158
$8.23K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
131New |
$5.37K - $6.44K
|
131
$6.82K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
117New |
$4.79K - $5.76K
|
117
$6.09K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
110New |
$4.51K - $5.41K
|
110
$5.73K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
101+ 0.38% |
$4.14K - $4.97K
|
26.6K
$1.38M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
85+ 177.08% |
$3.48K - $4.18K
|
133
$6.93K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
57+ 475.0% |
$2.34K - $2.8K
|
69
$3.59K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
46New |
$1.88K - $2.26K
|
46
$2.4K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
36New |
$1.47K - $1.77K
|
36
$1.87K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
25+ 0.39% |
$1.02K - $1.23K
|
6.5K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20+ 2.6% |
$819 - $984
|
789
$41.1K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
17New |
$696 - $836
|
17
$885
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
16New |
$656 - $787
|
16
$833
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.34% |
$328 - $394
|
2.39K
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 0.85% |
$328 - $394
|
953
$49.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
4New |
$164 - $197
|
4
$208
|
|