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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2025
Q1 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
4.6KNew |
$175K - $199K
|
4.6K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.9K+ 8.78% |
$111K - $126K
|
36K
$1.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$76.3K - $86.7K
|
2K
$104K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.36K+ 7.68% |
$51.7K - $58.8K
|
19K
$990K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
565New |
$21.5K - $24.5K
|
565
$29.4K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
394+ 6.74% |
$15K - $17.1K
|
6.24K
$325K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
188+ 0.82% |
$7.17K - $8.15K
|
23.2K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
142New |
$5.42K - $6.16K
|
142
$7.39K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
113New |
$4.31K - $4.9K
|
113
$5.88K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$1.64K - $1.86K
|
43
$2.24K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
18New |
$687 - $780
|
18
$937
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
18New |
$687 - $780
|
18
$937
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$572 - $650
|
15
$781
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8New |
$305 - $347
|
8
$417
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.83% |
$38.1 - $43.4
|
122
$6.35K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.2KNew |
$1.25M - $1.47M
|
36.2K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$746K - $877K
|
21.6K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.66KNew |
$265K - $311K
|
7.66K
$399K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$192K - $226K
|
5.56K
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.89K+ 14.26% |
$99.9K - $117K
|
23.1K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.75K+ 6.48% |
$60.4K - $71K
|
28.7K
$1.49M
|
|
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.71K+ 9.88% |
$59.2K - $69.6K
|
19.1K
$992K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.49K+ 21.68% |
$51.5K - $60.5K
|
8.36K
$435K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.37K+ 4.7% |
$47.3K - $55.6K
|
30.5K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
273+ 4.23% |
$9.44K - $11.1K
|
6.72K
$350K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
272+ 1.46% |
$9.41K - $11.1K
|
18.8K
$981K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$3.46K - $4.06K
|
100
$5.21K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
81New |
$2.8K - $3.29K
|
81
$4.22K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 1600.0% |
$2.21K - $2.6K
|
68
$3.54K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43New |
$1.49K - $1.75K
|
43
$2.24K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$657 - $772
|
19
$989
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14New |
$484 - $569
|
14
$729
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
11New |
$380 - $447
|
11
$573
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
229KNew |
$8.39M - $9.28M
|
229K
$11.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 16.51% |
$761K - $841K
|
147K
$7.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
17.3KNew |
$634K - $701K
|
17.3K
$902K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17KNew |
$622K - $688K
|
17K
$886K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16.1K+ 12.2% |
$589K - $651K
|
148K
$7.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.96KNew |
$218K - $241K
|
5.96K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.19K+ 4.92% |
$117K - $129K
|
67.9K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.68K+ 2.77% |
$61.5K - $68K
|
62.3K
$3.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
451+ 2.06% |
$16.5K - $18.2K
|
22.3K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$14.6K - $16.2K
|
400
$20.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
289+ 3.34% |
$10.6K - $11.7K
|
8.95K
$466K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
165New |
$6.04K - $6.67K
|
165
$8.59K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
162+ 0.51% |
$5.93K - $6.55K
|
31.7K
$1.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
28New |
$1.02K - $1.13K
|
28
$1.46K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
8.67KNew |
$312K - $339K
|
8.67K
$451K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.49KNew |
$198K - $214K
|
5.49K
$286K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.2KNew |
$187K - $203K
|
5.2K
$271K
|
|