Purchases and Sales Made in Q1 2024 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) 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 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.97K- 5.6% |
$164K - $176K
|
50K
$3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.1K- 17.32% |
$171K - $184K
|
14.8K
$889K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3.28K- 15.94% |
$181K - $195K
|
17.3K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.36K- 10.65% |
$185K - $199K
|
28.2K
$1.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.23K- 10.36% |
$233K - $251K
|
36.6K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.25K- 41.24% |
$234K - $252K
|
6.06K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.45K- 33.85% |
$245K - $264K
|
8.69K
$522K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.43K- 32.49% |
$299K - $322K
|
11.3K
$678K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.48K- 12.52% |
$302K - $325K
|
38.3K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5.58K- 97.9% |
$308K - $331K
|
120
$7.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.88K- 1.71% |
$324K - $349K
|
339K
$20.3M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.11K- 4.61% |
$337K - $363K
|
126K
$7.59M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.19K- 6.94% |
$341K - $368K
|
83K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.38K- 1.95% |
$407K - $438K
|
370K
$22.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8K- 7.03% |
$441K - $475K
|
106K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.67K- 96.1% |
$533K - $574K
|
392
$23.5K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-9.71K- 41.48% |
$535K - $577K
|
13.7K
$823K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.99K- 10.22% |
$551K - $593K
|
87.8K
$5.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-10.5K- 4.24% |
$580K - $625K
|
238K
$14.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 30.0% |
$612K - $659K
|
25.9K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.4K- 7.05% |
$685K - $738K
|
164K
$9.83M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13K- 8.31% |
$715K - $770K
|
143K
$8.59M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.3K- 8.79% |
$734K - $790K
|
138K
$8.29M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.2K- 39.22% |
$784K - $845K
|
22K
$1.32M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.8K- 1.0% |
$869K - $936K
|
1.55M
$93.2M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-16.9K- 98.54% |
$932K - $1M
|
250
$15K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.6K- 1.12% |
$972K - $1.05M
|
1.56M
$93.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.8K- 11.63% |
$1.03M - $1.11M
|
143K
$8.56M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.7K- 2.34% |
$1.31M - $1.41M
|
989K
$59.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.8K- 9.15% |
$2.03M - $2.19M
|
366K
$22M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.6K- 10.6% |
$2.13M - $2.29M
|
326K
$19.6M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-44.4K- 23.58% |
$2.45M - $2.64M
|
144K
$8.64M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-47.4K- 2.4% |
$2.61M - $2.81M
|
1.93M
$116M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.2K- 11.58% |
$2.87M - $3.1M
|
398K
$23.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.9K- 91.41% |
$2.91M - $3.14M
|
4.97K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-53.6K- 31.1% |
$2.95M - $3.18M
|
119K
$7.13M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-54.5K- 76.16% |
$3.01M - $3.24M
|
17.1K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-96.7K- 34.01% |
$5.33M - $5.74M
|
188K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-110K- 92.84% |
$6.07M - $6.53M
|
8.49K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-130K- 46.82% |
$7.18M - $7.73M
|
148K
$8.88M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-227K- 99.42% |
$12.5M - $13.5M
|
1.33K
$80K
|