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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.63KNew |
$172K - $216K
|
3.63K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.57K+ 5.49% |
$169K - $212K
|
68.7K
$4.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.56KNew |
$169K - $212K
|
3.56K
$226K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.49KNew |
$166K - $207K
|
3.49K
$222K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.48KNew |
$165K - $207K
|
3.48K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.48KNew |
$165K - $207K
|
3.48K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.46KNew |
$164K - $206K
|
3.46K
$220K
|
|
|
Jan 17, 2024
Q4 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.29K+ 2.46% |
$156K - $195K
|
137K
$8.69M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
3.11K+ 32.1% |
$147K - $185K
|
12.8K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.01K+ 17.58% |
$143K - $179K
|
20.1K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.97K+ 58.33% |
$141K - $176K
|
8.06K
$512K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.89K+ 8.66% |
$137K - $172K
|
36.3K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.71KNew |
$129K - $161K
|
2.71K
$172K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.63K+ 56.87% |
$125K - $156K
|
7.25K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.58K+ 5.12% |
$122K - $153K
|
53K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
2.51K+ 78.66% |
$119K - $149K
|
5.7K
$362K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.48K+ 2.14% |
$118K - $147K
|
119K
$7.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.36K+ 2.83% |
$112K - $140K
|
85.6K
$5.44M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.32K+ 19.44% |
$110K - $138K
|
14.2K
$904K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.23K+ 3.42% |
$106K - $132K
|
67.3K
$4.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.17KNew |
$103K - $129K
|
2.17K
$138K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.1KNew |
$99.7K - $125K
|
2.1K
$133K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.98K+ 1.5% |
$94.1K - $118K
|
135K
$8.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.88K+ 273.84% |
$89.4K - $112K
|
2.57K
$163K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.75K+ 6.39% |
$82.8K - $104K
|
29K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.68KNew |
$79.5K - $99.5K
|
1.68K
$106K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.65KNew |
$78.1K - $97.7K
|
1.65K
$104K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.62K+ 45.26% |
$76.7K - $96.1K
|
5.19K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.55K+ 7.07% |
$73.4K - $91.9K
|
23.4K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.42K+ 9.71% |
$67.1K - $84.1K
|
16K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.34KNew |
$63.3K - $79.3K
|
1.34K
$84.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.24K+ 16.62% |
$58.7K - $73.5K
|
8.68K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
942+ 0.92% |
$44.7K - $56K
|
103K
$6.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
918+ 2.15% |
$43.6K - $54.5K
|
43.6K
$2.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
892+ 7.67% |
$42.3K - $53K
|
12.5K
$795K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
844New |
$40K - $50.2K
|
844
$53.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
746+ 0.94% |
$35.4K - $44.3K
|
80.1K
$5.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
745+ 14.18% |
$35.4K - $44.3K
|
6K
$381K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
729New |
$34.6K - $43.3K
|
729
$46.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
713New |
$33.8K - $42.4K
|
713
$45.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
610New |
$28.9K - $36.2K
|
610
$38.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
600+ 1.38% |
$28.5K - $35.7K
|
44K
$2.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
597+ 3.53% |
$28.3K - $35.5K
|
17.5K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
571+ 103.82% |
$27.1K - $33.9K
|
1.12K
$71.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
486+ 1.58% |
$23.1K - $28.9K
|
31.3K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
442+ 55.81% |
$21K - $26.3K
|
1.23K
$78.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
393+ 2.46% |
$18.6K - $23.4K
|
16.4K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
390New |
$18.5K - $23.2K
|
390
$24.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
370New |
$17.6K - $22K
|
370
$23.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
321+ 39.19% |
$15.2K - $19.1K
|
1.14K
$72.4K
|