Purchases and Sales Made in Q3 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
641+ 4.0% |
$26.6K - $30.1K
|
16.7K
$780K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
631+ 3.34% |
$26.2K - $29.6K
|
19.5K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
625New |
$26K - $29.4K
|
625
$29.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
606+ 5.48% |
$25.2K - $28.5K
|
11.7K
$545K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
587+ 4.94% |
$24.4K - $27.6K
|
12.5K
$583K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
584+ 7.66% |
$24.3K - $27.4K
|
8.21K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
583+ 1.16% |
$24.2K - $27.4K
|
50.8K
$2.38M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
579New |
$24.1K - $27.2K
|
579
$27.1K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
574+ 2.14% |
$23.8K - $27K
|
27.4K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
568+ 29.88% |
$23.6K - $26.7K
|
2.47K
$115K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
519+ 1.41% |
$21.6K - $24.4K
|
37.4K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
517+ 48.14% |
$21.5K - $24.3K
|
1.59K
$74.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
507+ 7.18% |
$21.1K - $23.8K
|
7.57K
$354K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
498+ 9.55% |
$20.7K - $23.4K
|
5.71K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
491New |
$20.4K - $23.1K
|
491
$23K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
474+ 117.33% |
$19.7K - $22.3K
|
878
$41.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
446+ 2.48% |
$18.5K - $20.9K
|
18.4K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
443+ 4.7% |
$18.4K - $20.8K
|
9.86K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
443+ 69.11% |
$18.4K - $20.8K
|
1.08K
$50.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
434+ 1.19% |
$18K - $20.4K
|
36.9K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
397+ 7.21% |
$16.5K - $18.6K
|
5.9K
$276K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
392+ 5.69% |
$16.3K - $18.4K
|
7.28K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
374+ 7.69% |
$15.5K - $17.6K
|
5.24K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
365+ 0.39% |
$15.2K - $17.1K
|
94.1K
$4.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
364+ 5.0% |
$15.1K - $17.1K
|
7.64K
$357K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
360+ 41.81% |
$15K - $16.9K
|
1.22K
$57.1K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
347+ 2.49% |
$14.4K - $16.3K
|
14.3K
$668K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
333+ 3.49% |
$13.8K - $15.6K
|
9.88K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
297+ 13.57% |
$12.3K - $14K
|
2.49K
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
232+ 30.37% |
$9.64K - $10.9K
|
996
$46.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
225+ 3.35% |
$9.35K - $10.6K
|
6.94K
$325K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
217+ 1.55% |
$9.02K - $10.2K
|
14.2K
$666K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
211+ 0.47% |
$8.77K - $9.91K
|
45.1K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
204+ 1.3% |
$8.48K - $9.58K
|
15.9K
$742K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
200+ 8.33% |
$8.31K - $9.39K
|
2.6K
$122K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
200+ 6.39% |
$8.31K - $9.39K
|
3.33K
$156K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
192+ 2.7% |
$7.98K - $9.02K
|
7.3K
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
191+ 0.77% |
$7.94K - $8.97K
|
25K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
182+ 3.78% |
$7.56K - $8.55K
|
5K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
179+ 7.82% |
$7.44K - $8.41K
|
2.47K
$115K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
176+ 0.71% |
$7.31K - $8.27K
|
24.9K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
171+ 107.55% |
$7.11K - $8.03K
|
330
$15.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
170+ 1.23% |
$7.06K - $7.98K
|
14K
$655K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
159+ 1.35% |
$6.61K - $7.47K
|
12K
$559K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
155+ 2.91% |
$6.44K - $7.28K
|
5.49K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
153+ 2.62% |
$6.36K - $7.19K
|
5.99K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
152+ 2.9% |
$6.32K - $7.14K
|
5.39K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
148+ 0.57% |
$6.15K - $6.95K
|
25.9K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
139+ 1.85% |
$5.78K - $6.53K
|
7.64K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
134+ 0.24% |
$5.57K - $6.29K
|
55.6K
$2.6M
|