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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.71K+ 30.63% |
$65.1K - $74K
|
7.28K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.67K+ 6.74% |
$63.5K - $72.2K
|
26.4K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.59KNew |
$60.7K - $69K
|
1.59K
$72.1K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.57K+ 2.56% |
$59.9K - $68.1K
|
63K
$2.86M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.55K+ 3.92% |
$59.3K - $67.4K
|
41.2K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.53K+ 28.26% |
$58.5K - $66.5K
|
6.96K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.53K+ 16.03% |
$58.4K - $66.3K
|
11.1K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.53K+ 4.65% |
$58.3K - $66.3K
|
34.4K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.47K+ 3.59% |
$56.2K - $63.9K
|
42.5K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.46K+ 2.73% |
$55.5K - $63.1K
|
54.8K
$2.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.45K+ 5.25% |
$55.4K - $63K
|
29.1K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 8.97% |
$55.3K - $62.8K
|
17.6K
$797K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45K+ 5.77% |
$55.2K - $62.7K
|
26.5K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.44K+ 13.89% |
$54.9K - $62.4K
|
11.8K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.43KNew |
$54.5K - $62K
|
1.43K
$64.8K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.42K+ 3.91% |
$54.3K - $61.7K
|
37.8K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.36K+ 7.68% |
$51.7K - $58.8K
|
19K
$861K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.34K+ 5.73% |
$51.2K - $58.2K
|
24.8K
$1.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.34K+ 13.39% |
$51.1K - $58.1K
|
11.4K
$515K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.33K+ 17.38% |
$50.6K - $57.6K
|
8.97K
$407K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.3K+ 3.41% |
$49.7K - $56.5K
|
39.5K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3KNew |
$49.6K - $56.4K
|
1.3K
$58.9K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.28K+ 13.68% |
$49K - $55.7K
|
10.7K
$484K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.28K+ 0.75% |
$48.6K - $55.3K
|
170K
$7.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.27K+ 2.96% |
$48.4K - $55K
|
44.2K
$2M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.25K+ 4.79% |
$47.7K - $54.2K
|
27.3K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.23K+ 27.15% |
$47K - $53.5K
|
5.77K
$262K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.21K+ 4.62% |
$46K - $52.3K
|
27.3K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.18K+ 1.82% |
$45.1K - $51.3K
|
66K
$2.99M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.17K+ 12.46% |
$44.7K - $50.8K
|
10.6K
$479K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.14K+ 4.1% |
$43.6K - $49.6K
|
29K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
979New |
$37.3K - $42.4K
|
979
$44.4K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
904+ 16.74% |
$34.5K - $39.2K
|
6.3K
$286K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
877+ 6.62% |
$33.4K - $38K
|
14.1K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
830+ 5.53% |
$31.7K - $36K
|
15.8K
$717K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
821+ 1.59% |
$31.3K - $35.6K
|
52.5K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
810+ 3.07% |
$30.9K - $35.1K
|
27.2K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
794+ 3.1% |
$30.3K - $34.4K
|
26.4K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
746+ 36.66% |
$28.5K - $32.3K
|
2.78K
$126K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
717New |
$27.3K - $31.1K
|
717
$32.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
715+ 2.02% |
$27.3K - $31K
|
36.1K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
649+ 1.28% |
$24.8K - $28.1K
|
51.3K
$2.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
634+ 364.37% |
$24.2K - $27.5K
|
808
$36.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
603+ 5.35% |
$23K - $26.1K
|
11.9K
$538K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
565New |
$21.5K - $24.5K
|
565
$25.6K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
515+ 8.69% |
$19.6K - $22.3K
|
6.44K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
512+ 7.89% |
$19.5K - $22.2K
|
7K
$317K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
483+ 1271.05% |
$18.4K - $20.9K
|
521
$23.6K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
481+ 7.03% |
$18.3K - $20.9K
|
7.32K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
448+ 6.43% |
$17.1K - $19.4K
|
7.42K
$336K
|