Purchases and Sales Made in Q1 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.53KNew |
$325K - $370K
|
8.53K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
8.04KNew |
$307K - $349K
|
8.04K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7.8K+ 17.1% |
$298K - $338K
|
53.4K
$2.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.26KNew |
$277K - $315K
|
7.26K
$329K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
6.88K+ 50.32% |
$262K - $298K
|
20.5K
$931K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.64K+ 664100.0% |
$253K - $288K
|
6.64K
$301K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
6.41K+ 3.06% |
$245K - $278K
|
216K
$9.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.38KNew |
$243K - $277K
|
6.38K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.31K+ 10.88% |
$241K - $273K
|
64.3K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.25KNew |
$200K - $228K
|
5.25K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.05KNew |
$192K - $219K
|
5.05K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.03K+ 13.41% |
$192K - $218K
|
42.5K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
5.02KNew |
$192K - $218K
|
5.02K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.01KNew |
$191K - $217K
|
5.01K
$227K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.98KNew |
$190K - $216K
|
4.98K
$226K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.91K+ 9.64% |
$187K - $213K
|
55.8K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.88KNew |
$186K - $212K
|
4.88K
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.84KNew |
$185K - $210K
|
4.84K
$220K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.74K+ 7.95% |
$181K - $206K
|
64.4K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.69K+ 20.35% |
$179K - $204K
|
27.8K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.67KNew |
$178K - $203K
|
4.67K
$212K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.66KNew |
$178K - $202K
|
4.66K
$211K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
4.47K+ 7.25% |
$170K - $194K
|
66.1K
$3M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.42K+ 7.48% |
$168K - $192K
|
63.5K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.33K+ 6.09% |
$165K - $188K
|
75.5K
$3.42M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.32K+ 14.52% |
$165K - $187K
|
34.1K
$1.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.22K+ 21.85% |
$161K - $183K
|
23.6K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.02K+ 4.25% |
$153K - $174K
|
98.5K
$4.47M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.7KNew |
$141K - $161K
|
3.7K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.63K+ 12.96% |
$138K - $157K
|
31.6K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.37K+ 18.92% |
$129K - $146K
|
21.2K
$960K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.3K+ 63.08% |
$126K - $143K
|
8.54K
$387K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.03K+ 5.76% |
$116K - $131K
|
55.7K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.01K+ 10.71% |
$115K - $131K
|
31.1K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.97K+ 46.47% |
$113K - $129K
|
9.37K
$425K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 2.22% |
$112K - $127K
|
135K
$6.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.9K+ 8.78% |
$111K - $126K
|
36K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.47K+ 4.64% |
$94K - $107K
|
55.6K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.31K+ 3.44% |
$88.1K - $100K
|
69.5K
$3.15M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 5.39% |
$83.8K - $95.3K
|
43K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.17K+ 33.35% |
$82.7K - $94K
|
8.67K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.15K+ 1075.0% |
$82K - $93.2K
|
2.35K
$107K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.14K+ 40.5% |
$81.7K - $92.9K
|
7.44K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.12K+ 3.13% |
$80.9K - $91.9K
|
69.9K
$3.17M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 31.89% |
$79.1K - $89.9K
|
8.57K
$389K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$76.3K - $86.7K
|
2K
$90.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.78K+ 2.68% |
$68K - $77.4K
|
68.2K
$3.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.77K+ 4.52% |
$67.5K - $76.7K
|
40.9K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.74K+ 33.22% |
$66.4K - $75.5K
|
6.98K
$316K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.71KNew |
$65.3K - $74.2K
|
1.71K
$77.6K
|