Purchases and Sales Made in Q4 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-320- 3.76% |
$14.7K - $16.5K
|
8.2K
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-323- 4.42% |
$14.8K - $16.7K
|
6.98K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-342- 1.0% |
$15.7K - $17.7K
|
33.7K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-370- 2.33% |
$17K - $19.1K
|
15.5K
$725K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-376- 1.17% |
$17.3K - $19.4K
|
31.9K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-453- 6.35% |
$20.8K - $23.4K
|
6.68K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-478- 1.5% |
$22K - $24.7K
|
31.4K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-546- 2.18% |
$25.1K - $28.2K
|
24.5K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-556- 38.56% |
$25.5K - $28.8K
|
886
$41.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-567- 1.38% |
$26K - $29.3K
|
40.6K
$1.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-570- 1.55% |
$26.2K - $29.5K
|
36.3K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-581- 6.23% |
$26.7K - $30K
|
8.75K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-650- 5.58% |
$29.9K - $33.6K
|
11K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-666- 1.46% |
$30.6K - $34.4K
|
44.8K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-726- 16.12% |
$33.4K - $37.5K
|
3.78K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-736- 1.95% |
$33.8K - $38.1K
|
37K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-736- 10.37% |
$33.8K - $38.1K
|
6.36K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-771- 3.95% |
$35.4K - $39.9K
|
18.8K
$878K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-807- 6.47% |
$37.1K - $41.7K
|
11.7K
$545K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-847- 5.35% |
$38.9K - $43.8K
|
15K
$701K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-881- 2.03% |
$40.5K - $45.6K
|
42.6K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-891- 4.95% |
$40.9K - $46.1K
|
17.1K
$801K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-910- 11.21% |
$41.8K - $47.1K
|
7.21K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-976- 4.04% |
$44.8K - $50.5K
|
23.2K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-998- 5.41% |
$45.8K - $51.6K
|
17.4K
$816K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.01K- 5.49% |
$46.4K - $52.2K
|
17.4K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 3.55% |
$48.3K - $54.3K
|
28.5K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.2K- 0.4% |
$55.1K - $62.1K
|
296K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.25K- 3.71% |
$57.6K - $64.8K
|
32.5K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.26K- 1.65% |
$58K - $65.3K
|
75.3K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 4.03% |
$58.8K - $66.2K
|
30.5K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.33K- 1.85% |
$61.3K - $69K
|
70.9K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.35K- 3.16% |
$61.8K - $69.5K
|
41.2K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.39K- 2.12% |
$64K - $72K
|
64.3K
$3.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.47K- 1.84% |
$67.3K - $75.8K
|
78.4K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.73K- 5.18% |
$79.4K - $89.4K
|
31.6K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.77K- 54.23% |
$81.2K - $91.4K
|
1.49K
$69.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-1.99K- 2.86% |
$91.4K - $103K
|
67.6K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.04K- 4.97% |
$93.7K - $105K
|
39K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.05K- 13.66% |
$94.2K - $106K
|
13K
$606K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.1K- 5.6% |
$96.2K - $108K
|
35.3K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.21K- 4.97% |
$101K - $114K
|
42.3K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.23K- 5.08% |
$103K - $115K
|
41.7K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.26K- 19.23% |
$104K - $117K
|
9.5K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.36K- 21.08% |
$108K - $122K
|
8.83K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.44K- 4.6% |
$112K - $126K
|
50.6K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.44K- 4.53% |
$112K - $126K
|
51.5K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.68K- 5.91% |
$123K - $139K
|
42.8K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.72K- 13.16% |
$125K - $141K
|
18K
$841K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.73K- 11.1% |
$126K - $141K
|
21.9K
$1.02M
|