Purchases and Sales Made in Q3 2024 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-203- 1.51% |
$11.5K - $13.7K
|
13.2K
$793K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-208- 5.54% |
$11.8K - $14K
|
3.55K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-211- 0.83% |
$12K - $14.2K
|
25.2K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-219- 0.99% |
$12.4K - $14.7K
|
21.8K
$1.31M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-290- 49.91% |
$16.5K - $19.5K
|
291
$17.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-296- 1.16% |
$16.8K - $19.9K
|
25.2K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-301- 0.27% |
$17.1K - $20.3K
|
111K
$6.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-303- 2.63% |
$17.2K - $20.4K
|
11.2K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-308- 68.75% |
$17.5K - $20.7K
|
140
$8.41K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-315- 4.49% |
$17.9K - $21.2K
|
6.7K
$403K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-348- 2.27% |
$19.8K - $23.4K
|
15K
$898K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-364- 4.67% |
$20.7K - $24.5K
|
7.43K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-380- 70.11% |
$21.6K - $25.6K
|
162
$9.73K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-401- 2.35% |
$22.8K - $27K
|
16.7K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-425- 6.02% |
$24.1K - $28.6K
|
6.64K
$398K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-435- 4.94% |
$24.7K - $29.3K
|
8.36K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-456- 2.63% |
$25.9K - $30.7K
|
16.9K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-478- 10.2% |
$27.1K - $32.2K
|
4.21K
$253K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-557- 2.12% |
$31.6K - $37.5K
|
25.8K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-579- 4.4% |
$32.9K - $39K
|
12.6K
$756K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-608- 1.83% |
$34.5K - $40.9K
|
32.6K
$1.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-640- 6.26% |
$36.3K - $43.1K
|
9.58K
$575K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-641- 3.7% |
$36.4K - $43.2K
|
16.7K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-646- 7.74% |
$36.7K - $43.5K
|
7.7K
$462K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-690- 6.93% |
$39.2K - $46.5K
|
9.27K
$557K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-694- 4.39% |
$39.4K - $46.7K
|
15.1K
$908K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-711- 1.67% |
$40.4K - $47.9K
|
42K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-800- 1.51% |
$45.4K - $53.9K
|
52.3K
$3.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-848- 2.4% |
$48.1K - $57.1K
|
34.4K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-852- 12.05% |
$48.4K - $57.4K
|
6.22K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-918- 5.46% |
$52.1K - $61.8K
|
15.9K
$955K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-950- 10.0% |
$53.9K - $64K
|
8.55K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 19.6% |
$56.8K - $67.3K
|
4.1K
$246K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.01K- 11.58% |
$57.5K - $68.2K
|
7.73K
$464K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.06K- 0.82% |
$60K - $71.2K
|
128K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.09K- 1.51% |
$61.7K - $73.2K
|
70.8K
$4.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 1.34% |
$62.6K - $74.2K
|
81.4K
$4.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.12K- 19.32% |
$63.5K - $75.3K
|
4.67K
$281K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.14K- 2.65% |
$64.9K - $77K
|
42.1K
$2.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.22K- 25.82% |
$69.4K - $82.3K
|
3.51K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.24K- 38.08% |
$70.4K - $83.5K
|
2.02K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.36K- 1.45% |
$77.4K - $91.8K
|
92.4K
$5.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.38K- 22.73% |
$78.6K - $93.2K
|
4.7K
$282K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.42K- 5.34% |
$80.4K - $95.3K
|
25.1K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.44K- 16.29% |
$81.9K - $97.2K
|
7.42K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.46K- 17.9% |
$82.9K - $98.4K
|
6.7K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.47K- 11.74% |
$83.3K - $98.8K
|
11K
$662K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.52K- 17.76% |
$86.3K - $102K
|
7.04K
$423K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.64K- 99.03% |
$92.9K - $110K
|
16
$961
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.71K- 23.43% |
$96.8K - $115K
|
5.57K
$335K
|