Purchases and Sales Made in Q1 2025 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q1 2025. 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 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.85K- 1.67% |
$223K - $246K
|
227K
$14M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-4.32K- 16.28% |
$250K - $275K
|
22.2K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.32K- 13.54% |
$251K - $276K
|
27.6K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.39K- 8.73% |
$254K - $280K
|
45.8K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.55K- 3.65% |
$264K - $290K
|
120K
$7.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-4.8K- 27.1% |
$278K - $306K
|
12.9K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-6.39K- 7.28% |
$371K - $408K
|
81.4K
$5.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.17K- 15.43% |
$416K - $458K
|
39.3K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.94K- 6.09% |
$460K - $507K
|
122K
$7.54M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.08K- 22.77% |
$468K - $515K
|
27.4K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-9K- 26.14% |
$522K - $574K
|
25.4K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-9.07K- 4.42% |
$526K - $579K
|
196K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.26K- 5.56% |
$537K - $591K
|
157K
$9.69M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10.5K- 9.3% |
$607K - $668K
|
102K
$6.29M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-11.2K- 8.56% |
$651K - $716K
|
120K
$7.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.8K- 25.51% |
$684K - $752K
|
34.4K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.1K- 3.49% |
$702K - $772K
|
335K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-13.5K- 35.22% |
$784K - $863K
|
24.9K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-13.9K- 50.83% |
$806K - $887K
|
13.4K
$828K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-18K- 98.37% |
$1.04M - $1.15M
|
297
$18.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-19K- 6.95% |
$1.1M - $1.21M
|
254K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20K- 71.05% |
$1.16M - $1.28M
|
8.17K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-22.6K- 97.32% |
$1.31M - $1.44M
|
623
$38.4K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24.8K- 14.35% |
$1.44M - $1.58M
|
148K
$9.13M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.4K- 7.64% |
$1.48M - $1.62M
|
307K
$18.9M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-31.1K- 68.68% |
$1.8M - $1.98M
|
14.2K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-37.2K- 83.91% |
$2.15M - $2.37M
|
7.12K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48.3K- 34.64% |
$2.8M - $3.08M
|
91.1K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.3K- 25.63% |
$2.8M - $3.08M
|
140K
$8.64M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-54.7K- 97.18% |
$3.17M - $3.49M
|
1.59K
$97.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-96K- 79.36% |
$5.57M - $6.13M
|
25K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-100K- 6.44% |
$5.81M - $6.39M
|
1.46M
$89.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-112K- 33.2% |
$6.48M - $7.13M
|
225K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-126K- 23.37% |
$7.31M - $8.05M
|
413K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-210K- 13.15% |
$12.2M - $13.4M
|
1.39M
$85.6M
|