Purchases and Sales Made in Q2 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
104+ 1.64% |
$4.29K - $4.67K
|
6.44K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
102+ 0.51% |
$4.2K - $4.58K
|
20.1K
$940K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
102+ 1.47% |
$4.2K - $4.58K
|
7.06K
$330K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
98+ 96.08% |
$4.04K - $4.4K
|
200
$9.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
93+ 1.57% |
$3.83K - $4.17K
|
6K
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
82+ 1.11% |
$3.38K - $3.68K
|
7.5K
$351K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
82+ 2.95% |
$3.38K - $3.68K
|
2.86K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
81New |
$3.34K - $3.63K
|
81
$3.79K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
70+ 9.55% |
$2.89K - $3.14K
|
803
$37.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
54+ 1.11% |
$2.23K - $2.42K
|
4.94K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53+ 5.41% |
$2.18K - $2.38K
|
1.03K
$48.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 2.13% |
$2.06K - $2.24K
|
2.4K
$112K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49New |
$2.02K - $2.2K
|
49
$2.29K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
44New |
$1.81K - $1.97K
|
44
$2.06K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
38+ 0.48% |
$1.57K - $1.71K
|
7.94K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
37New |
$1.53K - $1.66K
|
37
$1.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36+ 6.39% |
$1.48K - $1.62K
|
599
$28K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34New |
$1.4K - $1.53K
|
34
$1.59K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
33+ 0.63% |
$1.36K - $1.48K
|
5.27K
$247K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22New |
$907 - $987
|
22
$1.03K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
22New |
$907 - $987
|
22
$1.03K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
20+ 14.39% |
$824 - $897
|
159
$7.44K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20New |
$824 - $897
|
20
$935
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$618 - $673
|
15
$702
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.41% |
$453 - $494
|
2.69K
$126K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10+ 0.07% |
$412 - $449
|
13.9K
$652K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
8New |
$330 - $359
|
8
$374
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 1.25% |
$206 - $224
|
404
$18.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 27.78% |
$206 - $224
|
23
$1.08K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.02% |
$82.4 - $89.7
|
8.12K
$380K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$82.4 - $89.7
|
5.18K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$82.4 - $89.7
|
4.91K
$229K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.31% |
$41.2 - $44.9
|
324
$15.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.04% |
$41.2 - $44.9
|
2.26K
$106K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.47% |
$41.2 - $44.9
|
214
$10K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.0% |
$41.2 - $44.9
|
22.7K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.02% |
$41.2 - $44.9
|
5.02K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.35% |
$41.2 - $44.9
|
286
$13.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$41.2 - $44.9
|
13.6K
$638K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1- 0.02% |
$41.2 - $44.9
|
5.76K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5- 62.5% |
$206 - $224
|
3
$140
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 41.18% |
$289 - $314
|
10
$468
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8- 4.55% |
$330 - $359
|
168
$7.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.17% |
$371 - $404
|
5.24K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 1.96% |
$1.57K - $1.71K
|
1.9K
$88.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-42- 0.17% |
$1.73K - $1.88K
|
24.8K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-44- 52.38% |
$1.81K - $1.97K
|
40
$1.87K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-61- 54.46% |
$2.51K - $2.74K
|
51
$2.39K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-67- 0.1% |
$2.76K - $3.01K
|
66K
$3.09M
|