Purchases and Sales Made in Q4 2023 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q4 2023. 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 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
546K+ 55.2% |
$25.9M - $32.4M
|
1.53M
$92.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
259K+ 1379.96% |
$12.3M - $15.4M
|
278K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
233KNew |
$11.1M - $13.9M
|
233K
$14.1M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
227K+ 17774.67% |
$10.8M - $13.5M
|
228K
$13.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137K+ 718.74% |
$6.5M - $8.14M
|
156K
$9.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
133K+ 114.87% |
$6.29M - $7.88M
|
248K
$15M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
97.8KNew |
$4.64M - $5.81M
|
97.8K
$5.92M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
74.8K+ 83.65% |
$3.55M - $4.44M
|
164K
$9.95M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
71.6KNew |
$3.4M - $4.26M
|
71.6K
$4.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
59.1K+ 22.9% |
$2.81M - $3.51M
|
317K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.8KNew |
$2.74M - $3.44M
|
57.8K
$3.5M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
57.7KNew |
$2.74M - $3.43M
|
57.7K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
31.6K+ 5.59% |
$1.5M - $1.88M
|
597K
$36.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30K+ 28.79% |
$1.42M - $1.78M
|
134K
$8.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.8KNew |
$1.13M - $1.41M
|
23.8K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.2K+ 4.72% |
$1.1M - $1.38M
|
514K
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
21.9KNew |
$1.04M - $1.3M
|
21.9K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
21.4K+ 236.53% |
$1.01M - $1.27M
|
30.4K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20.6K+ 3.57% |
$979K - $1.23M
|
599K
$36.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
20.1K+ 154.49% |
$955K - $1.2M
|
33.2K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
19.4KNew |
$920K - $1.15M
|
19.4K
$1.17M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$832K - $1.04M
|
17.5K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
17.2KNew |
$814K - $1.02M
|
17.2K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.7K+ 7.03% |
$699K - $875K
|
224K
$13.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
11.4K+ 6.11% |
$542K - $679K
|
198K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.68KNew |
$412K - $516K
|
8.68K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.51K+ 6.31% |
$404K - $505K
|
143K
$8.68M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7.75KNew |
$368K - $460K
|
7.75K
$469K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7KNew |
$332K - $416K
|
7K
$424K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.92K+ 5.73% |
$281K - $352K
|
109K
$6.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.81K+ 7.3% |
$276K - $345K
|
85.4K
$5.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.79K+ 3.48% |
$275K - $344K
|
172K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.53K+ 405.35% |
$263K - $329K
|
6.9K
$418K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.6K+ 30.09% |
$218K - $273K
|
19.9K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.51KNew |
$214K - $268K
|
4.51K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
4.45KNew |
$211K - $265K
|
4.45K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.41KNew |
$209K - $262K
|
4.41K
$267K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
4.25KNew |
$202K - $253K
|
4.25K
$257K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.21KNew |
$200K - $250K
|
4.21K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.96K+ 9.41% |
$188K - $235K
|
46K
$2.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.88KNew |
$184K - $230K
|
3.88K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.87K+ 17.07% |
$184K - $230K
|
26.6K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.81KNew |
$181K - $226K
|
3.81K
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.8KNew |
$180K - $226K
|
3.8K
$230K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.8KNew |
$180K - $226K
|
3.8K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.76KNew |
$178K - $223K
|
3.76K
$227K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.72KNew |
$177K - $221K
|
3.72K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$175K - $219K
|
3.69K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.65K+ 17.07% |
$173K - $217K
|
25K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
3.64KNew |
$173K - $216K
|
3.64K
$221K
|