Purchases and Sales Made in Q4 2024 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.46K+ 31.01% |
$145K - $164K
|
10.4K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.3K+ 5.08% |
$135K - $153K
|
47.6K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.3K+ 1.14% |
$135K - $153K
|
204K
$12.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.26KNew |
$133K - $151K
|
2.26K
$138K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.14K+ 7.73% |
$126K - $143K
|
29.8K
$1.82M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
2.13K+ 16.08% |
$125K - $142K
|
15.4K
$939K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.86K+ 11.24% |
$109K - $124K
|
18.4K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.82K+ 3.63% |
$107K - $121K
|
52K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.81K+ 59.22% |
$107K - $121K
|
4.87K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.56K+ 4.63% |
$91.4K - $104K
|
35.2K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.49K+ 2.69% |
$87.8K - $99.5K
|
57.1K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.36K+ 4.46% |
$80K - $90.7K
|
31.9K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.34K+ 3.32% |
$79K - $89.5K
|
41.8K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.33K+ 5.3% |
$78.4K - $88.9K
|
26.5K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.29K+ 31.97% |
$75.9K - $85.9K
|
5.33K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.11K+ 11.4% |
$65.3K - $74K
|
10.9K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.06K+ 90.29% |
$62.3K - $70.6K
|
2.23K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
966+ 8.22% |
$56.8K - $64.3K
|
12.7K
$775K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
954+ 0.86% |
$56.1K - $63.5K
|
112K
$6.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
900+ 8.06% |
$52.9K - $59.9K
|
12.1K
$736K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
839+ 2.23% |
$49.3K - $55.9K
|
38.4K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
808+ 4.84% |
$47.5K - $53.8K
|
17.5K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
748+ 0.62% |
$44K - $49.8K
|
121K
$7.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
680New |
$40K - $45.3K
|
680
$41.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
614New |
$36.1K - $40.9K
|
614
$37.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
603+ 0.65% |
$35.5K - $40.2K
|
93K
$5.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
600+ 10000.0% |
$35.3K - $40K
|
606
$37K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
579+ 7.98% |
$34K - $38.6K
|
7.83K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
576+ 9.17% |
$33.9K - $38.4K
|
6.86K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
573+ 16.85% |
$33.7K - $38.2K
|
3.97K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
570+ 1.39% |
$33.5K - $38K
|
41.6K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
566+ 8.93% |
$33.3K - $37.7K
|
6.9K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
543+ 5.71% |
$31.9K - $36.2K
|
10K
$613K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
460+ 10.93% |
$27K - $30.6K
|
4.67K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
431+ 1.37% |
$25.3K - $28.7K
|
31.9K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
427New |
$25.1K - $28.4K
|
427
$26.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
398+ 142.65% |
$23.4K - $26.5K
|
677
$41.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
396New |
$23.3K - $26.4K
|
396
$24.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
382New |
$22.5K - $25.4K
|
382
$23.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
346New |
$20.3K - $23K
|
346
$21.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
335+ 5.39% |
$19.7K - $22.3K
|
6.55K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
333+ 7.76% |
$19.6K - $22.2K
|
4.62K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
326+ 0.22% |
$19.2K - $21.7K
|
152K
$9.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
310+ 6.17% |
$18.2K - $20.6K
|
5.34K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
288New |
$16.9K - $19.2K
|
288
$17.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
267New |
$15.7K - $17.8K
|
267
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
227New |
$13.3K - $15.1K
|
227
$13.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
225+ 1.29% |
$13.2K - $15K
|
17.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
188+ 0.36% |
$11.1K - $12.5K
|
52.4K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
188+ 26.33% |
$11.1K - $12.5K
|
902
$55K
|