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 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-388- 6.37% |
$14.8K - $16.8K
|
5.7K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-417- 2.18% |
$15.9K - $18.1K
|
18.7K
$908K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-523- 15.42% |
$19.9K - $22.7K
|
2.87K
$139K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-548- 0.42% |
$20.9K - $23.8K
|
130K
$6.27M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-572- 3.86% |
$21.8K - $24.8K
|
14.3K
$691K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-579- 43.9% |
$22.1K - $25.1K
|
740
$35.9K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-611- 3.22% |
$23.3K - $26.5K
|
18.4K
$889K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-661- 0.74% |
$25.2K - $28.7K
|
88.1K
$4.27M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-681- 3.19% |
$26K - $29.5K
|
20.7K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-711- 3.43% |
$27.1K - $30.8K
|
20K
$969K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-746- 4.58% |
$28.5K - $32.3K
|
15.5K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-750- 4.1% |
$28.6K - $32.5K
|
17.6K
$851K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-774- 29.55% |
$29.5K - $33.6K
|
1.85K
$89.4K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-801- 5.32% |
$30.6K - $34.7K
|
14.3K
$691K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-806- 10.78% |
$30.7K - $34.9K
|
6.67K
$323K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-815- 0.9% |
$31.1K - $35.3K
|
89.6K
$4.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-900- 96.88% |
$34.3K - $39K
|
29
$1.41K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-961- 7.64% |
$36.7K - $41.7K
|
11.6K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-979Closed |
$37.3K - $42.4K
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-990- 11.37% |
$37.8K - $42.9K
|
7.72K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1K- 0.67% |
$38.2K - $43.4K
|
148K
$7.19M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.13K- 8.36% |
$42.9K - $48.8K
|
12.3K
$598K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.13K- 7.68% |
$43K - $48.9K
|
13.6K
$657K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.16K- 8.15% |
$44.1K - $50.1K
|
13K
$631K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.19K- 2.47% |
$45.5K - $51.7K
|
47K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.22K- 14.08% |
$46.4K - $52.7K
|
7.42K
$360K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.26K- 2.29% |
$48.1K - $54.7K
|
53.9K
$2.61M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.28K- 5.36% |
$48.7K - $55.4K
|
22.6K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.3K- 18.75% |
$49.4K - $56.2K
|
5.61K
$272K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 22.58% |
$51.5K - $58.5K
|
4.63K
$224K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.41K- 16.47% |
$53.9K - $61.2K
|
7.16K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.42K- 0.21% |
$54K - $61.4K
|
679K
$32.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 3.86% |
$58.3K - $66.3K
|
38K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.7K- 8.81% |
$65K - $73.9K
|
17.6K
$855K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.73K- 12.33% |
$66K - $75K
|
12.3K
$596K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.79K- 17.12% |
$68.1K - $77.4K
|
8.64K
$419K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.82K- 25.73% |
$69.2K - $78.7K
|
5.24K
$254K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.84K- 3.03% |
$70.1K - $79.7K
|
58.8K
$2.85M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.02K- 12.4% |
$77.1K - $87.6K
|
14.3K
$692K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-2.08K- 4.61% |
$79.3K - $90.1K
|
43K
$2.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.08K- 27.86% |
$79.3K - $90.1K
|
5.38K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.14K- 23.86% |
$81.7K - $92.9K
|
6.83K
$331K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.26K- 18.53% |
$86.3K - $98.1K
|
9.95K
$482K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.3K- 20.88% |
$87.9K - $99.9K
|
8.73K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.31K- 24.06% |
$88K - $100K
|
7.28K
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.54K- 3.45% |
$96.7K - $110K
|
70.9K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.54K- 23.49% |
$96.8K - $110K
|
8.27K
$401K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.67K- 40.19% |
$102K - $116K
|
3.98K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 18.94% |
$108K - $123K
|
12.1K
$587K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3K- 22.81% |
$115K - $130K
|
10.2K
$492K
|