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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-24- 16.0% |
$1.41K - $1.6K
|
126
$7.67K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 36.92% |
$1.41K - $1.6K
|
41
$2.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-26- 0.34% |
$1.53K - $1.73K
|
7.68K
$467K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-36- 31.03% |
$2.12K - $2.4K
|
80
$4.87K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-45- 0.67% |
$2.65K - $3K
|
6.66K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-48- 0.72% |
$2.82K - $3.2K
|
6.65K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-52- 0.38% |
$3.06K - $3.46K
|
13.7K
$836K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-54- 1.38% |
$3.18K - $3.6K
|
3.87K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-60- 1.48% |
$3.53K - $4K
|
4K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-80- 0.93% |
$4.7K - $5.33K
|
8.55K
$520K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-87- 0.56% |
$5.12K - $5.8K
|
15.5K
$946K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-90- 1.58% |
$5.29K - $5.99K
|
5.59K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-90- 0.68% |
$5.29K - $5.99K
|
13.1K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-95- 0.38% |
$5.59K - $6.33K
|
25.1K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 10.63% |
$5.88K - $6.66K
|
841
$51.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-101- 1.09% |
$5.94K - $6.73K
|
9.17K
$558K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-105- 1.98% |
$6.17K - $6.99K
|
5.2K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-105- 5.51% |
$6.17K - $6.99K
|
1.8K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-108- 1.18% |
$6.35K - $7.19K
|
9.08K
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-111- 32.74% |
$6.53K - $7.39K
|
228
$13.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-115- 1.03% |
$6.76K - $7.66K
|
11.1K
$676K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-115- 1.2% |
$6.76K - $7.66K
|
9.47K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-124- 0.33% |
$7.29K - $8.26K
|
37.5K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-132- 3.02% |
$7.76K - $8.79K
|
4.24K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-140- 1.49% |
$8.23K - $9.33K
|
9.24K
$562K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-164- 1.49% |
$9.64K - $10.9K
|
10.9K
$662K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-164- 57.54% |
$9.64K - $10.9K
|
121
$7.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-168- 0.41% |
$9.88K - $11.2K
|
41.1K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-180- 0.21% |
$10.6K - $12K
|
86.9K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-200- 4.03% |
$11.8K - $13.3K
|
4.76K
$290K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-250- 4.18% |
$14.7K - $16.7K
|
5.74K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-258- 6.4% |
$15.2K - $17.2K
|
3.77K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-258- 2.53% |
$15.2K - $17.2K
|
9.94K
$605K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-260- 2.22% |
$15.3K - $17.3K
|
11.4K
$696K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-264- 0.72% |
$15.5K - $17.6K
|
36.5K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-279- 1.28% |
$16.4K - $18.6K
|
21.5K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-300- 1.75% |
$17.6K - $20K
|
16.9K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-350- 2.2% |
$20.6K - $23.3K
|
15.6K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-376- 7.02% |
$22.1K - $25K
|
4.98K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-434- 5.19% |
$25.5K - $28.9K
|
7.93K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-455- 2.73% |
$26.8K - $30.3K
|
16.2K
$988K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-466- 6.62% |
$27.4K - $31K
|
6.58K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-488- 12.53% |
$28.7K - $32.5K
|
3.41K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-505- 7.67% |
$29.7K - $33.6K
|
6.08K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-570- 0.58% |
$33.5K - $38K
|
98.4K
$5.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-620- 2.41% |
$36.5K - $41.3K
|
25.1K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-631- 4.81% |
$37.1K - $42K
|
12.5K
$761K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-634- 33.06% |
$37.3K - $42.2K
|
1.28K
$78.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-722- 0.82% |
$42.5K - $48.1K
|
87.8K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-730- 2.12% |
$42.9K - $48.6K
|
33.7K
$2.05M
|