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
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
445+ 2.83% |
$17K - $19.3K
|
16.2K
$732K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
419+ 1.09% |
$16K - $18.2K
|
38.8K
$1.76M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
394+ 6.74% |
$15K - $17.1K
|
6.24K
$283K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
343+ 21.41% |
$13.1K - $14.9K
|
1.95K
$88.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
307+ 5.68% |
$11.7K - $13.3K
|
5.71K
$259K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
290+ 17.18% |
$11.1K - $12.6K
|
1.98K
$89.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
286+ 5.42% |
$10.9K - $12.4K
|
5.56K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
286+ 10.61% |
$10.9K - $12.4K
|
2.98K
$135K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
282+ 193.15% |
$10.8K - $12.2K
|
428
$19.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
253+ 4.59% |
$9.65K - $11K
|
5.76K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
233+ 0.76% |
$8.89K - $10.1K
|
30.7K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
221+ 3.97% |
$8.43K - $9.58K
|
5.78K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
214+ 690.32% |
$8.16K - $9.28K
|
245
$11.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
208+ 0.64% |
$7.93K - $9.02K
|
32.6K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
198+ 26.23% |
$7.55K - $8.59K
|
953
$43.2K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
194+ 0.35% |
$7.4K - $8.41K
|
56.1K
$2.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
188+ 0.82% |
$7.17K - $8.15K
|
23.2K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
176New |
$6.71K - $7.63K
|
176
$7.98K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
168+ 1.18% |
$6.41K - $7.28K
|
14.4K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
152+ 0.92% |
$5.8K - $6.59K
|
16.8K
$759K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
142New |
$5.42K - $6.16K
|
142
$6.44K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
138+ 1.17% |
$5.26K - $5.98K
|
11.9K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
122+ 83.56% |
$4.65K - $5.29K
|
268
$12.1K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
113New |
$4.31K - $4.9K
|
113
$5.12K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
113+ 1.17% |
$4.31K - $4.9K
|
9.79K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
108+ 4.04% |
$4.12K - $4.68K
|
2.78K
$126K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
90+ 1.83% |
$3.43K - $3.9K
|
5.02K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
87+ 0.26% |
$3.32K - $3.77K
|
33.6K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
84+ 11.13% |
$3.2K - $3.64K
|
839
$38K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
77+ 15.84% |
$2.94K - $3.34K
|
563
$25.5K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
68+ 1.21% |
$2.59K - $2.95K
|
5.69K
$258K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
67+ 191.43% |
$2.56K - $2.91K
|
102
$4.62K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$1.64K - $1.86K
|
43
$1.95K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
41+ 0.52% |
$1.56K - $1.78K
|
7.99K
$362K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
29+ 0.15% |
$1.11K - $1.26K
|
19.9K
$901K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27New |
$1.03K - $1.17K
|
27
$1.22K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
21+ 2.95% |
$801 - $911
|
733
$33.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
19New |
$725 - $824
|
19
$861
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
18New |
$687 - $780
|
18
$816
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
18New |
$687 - $780
|
18
$816
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
18New |
$687 - $780
|
18
$816
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17New |
$648 - $737
|
17
$770
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
17+ 0.03% |
$648 - $737
|
63.8K
$2.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$572 - $650
|
15
$680
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14New |
$534 - $607
|
14
$634
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14New |
$534 - $607
|
14
$634
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13+ 0.45% |
$496 - $564
|
2.92K
$132K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.37% |
$381 - $434
|
2.68K
$121K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8+ 0.4% |
$305 - $347
|
2.01K
$91.2K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8New |
$305 - $347
|
8
$363
|