Purchases and Sales Made in Q2 2024 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) 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 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-334- 2.34% |
$17.5K - $19.1K
|
13.9K
$884K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-360- 7.4% |
$18.9K - $20.6K
|
4.5K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-362- 10.01% |
$19K - $20.7K
|
3.26K
$207K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-400- 97.09% |
$21K - $22.9K
|
12
$762
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-417- 7.09% |
$21.9K - $23.9K
|
5.47K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-429- 1.65% |
$22.5K - $24.6K
|
25.5K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-442- 3.23% |
$23.2K - $25.3K
|
13.3K
$842K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-486- 9.77% |
$25.5K - $27.8K
|
4.49K
$285K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-495- 0.54% |
$26K - $28.4K
|
90.6K
$5.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-526- 28.31% |
$27.6K - $30.1K
|
1.33K
$84.6K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-546- 3.98% |
$28.7K - $31.3K
|
13.2K
$836K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-555- 0.54% |
$29.2K - $31.8K
|
102K
$6.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-557- 4.27% |
$29.3K - $31.9K
|
12.5K
$794K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-585- 66.1% |
$30.7K - $33.5K
|
300
$19.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-603- 27.67% |
$31.7K - $34.5K
|
1.58K
$100K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-640- 8.38% |
$33.6K - $36.7K
|
7K
$445K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-697- 5.13% |
$36.6K - $39.9K
|
12.9K
$819K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-713- 3.94% |
$37.5K - $40.8K
|
17.4K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-719- 5.87% |
$37.8K - $41.2K
|
11.5K
$732K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-739- 0.52% |
$38.8K - $42.3K
|
141K
$8.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-784- 9.72% |
$41.2K - $44.9K
|
7.28K
$462K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-839- 8.92% |
$44.1K - $48.1K
|
8.57K
$544K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-935- 20.95% |
$49.1K - $53.6K
|
3.53K
$224K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.03K- 6.03% |
$54.1K - $59K
|
16K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.11K- 5.62% |
$58.1K - $63.3K
|
18.6K
$1.18M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 10.47% |
$58.9K - $64.3K
|
9.6K
$610K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 9.98% |
$59.5K - $64.9K
|
10.2K
$649K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.18K- 16.96% |
$62.2K - $67.8K
|
5.79K
$368K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.21K- 12.69% |
$63.7K - $69.5K
|
8.35K
$530K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.27K- 11.79% |
$66.7K - $72.8K
|
9.5K
$603K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.35K- 1.01% |
$70.7K - $77.1K
|
132K
$8.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.36K- 4.82% |
$71.6K - $78K
|
26.9K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.46K- 5.44% |
$76.8K - $83.7K
|
25.4K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 18.34% |
$83.6K - $91.2K
|
7.09K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.7K- 29.61% |
$89.1K - $97.1K
|
4.03K
$256K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 51.88% |
$90.1K - $98.3K
|
1.59K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.76K- 1.39% |
$92.2K - $101K
|
125K
$7.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.81K- 4.59% |
$95K - $104K
|
37.6K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.84K- 6.53% |
$96.6K - $105K
|
26.3K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 17.22% |
$100K - $110K
|
9.19K
$584K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.98K- 4.36% |
$104K - $113K
|
43.3K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.24K- 2.04% |
$118K - $128K
|
107K
$6.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.34K- 4.58% |
$123K - $134K
|
48.8K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.38K- 3.2% |
$125K - $136K
|
71.9K
$4.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.67K- 98.56% |
$140K - $153K
|
39
$2.48K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.84K- 6.24% |
$149K - $163K
|
42.7K
$2.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.88K- 47.61% |
$152K - $165K
|
3.17K
$202K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.16K- 21.06% |
$166K - $181K
|
11.9K
$753K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.19K- 40.26% |
$168K - $183K
|
4.73K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.47K- 13.41% |
$182K - $199K
|
22.4K
$1.42M
|