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 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-748- 0.57% |
$44K - $49.8K
|
131K
$7.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-771- 5.16% |
$45.3K - $51.4K
|
14.2K
$863K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-777- 10.05% |
$45.7K - $51.8K
|
6.96K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-791- 4.27% |
$46.5K - $52.7K
|
17.7K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-920- 4.25% |
$54.1K - $61.3K
|
20.7K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.27K- 26.48% |
$74.6K - $84.5K
|
3.52K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 9.2% |
$77.3K - $87.5K
|
13K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.32K- 2.77% |
$77.8K - $88.1K
|
46.5K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.35K- 97.55% |
$79.6K - $90.1K
|
34
$2.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1.36K- 18.28% |
$79.9K - $90.5K
|
6.07K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.36K- 5.43% |
$80.1K - $90.8K
|
23.8K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.39K- 12.68% |
$81.6K - $92.5K
|
9.56K
$582K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.44K- 24.15% |
$84.7K - $95.9K
|
4.52K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.53K- 1.23% |
$90K - $102K
|
123K
$7.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.61K- 21.73% |
$94.9K - $108K
|
5.81K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.62K- 1.41% |
$95.1K - $108K
|
113K
$6.89M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.77K- 9.26% |
$104K - $118K
|
17.4K
$1.06M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.82K- 3.5% |
$107K - $121K
|
50.2K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.84K- 1.16% |
$108K - $123K
|
157K
$9.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.87K- 3.03% |
$110K - $125K
|
59.9K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.9K- 38.78% |
$112K - $127K
|
3K
$183K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.91K- 5.11% |
$112K - $127K
|
35.5K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.99K- 0.37% |
$117K - $133K
|
540K
$32.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2K- 12.84% |
$118K - $133K
|
13.6K
$826K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.15K- 99.91% |
$126K - $143K
|
2
$122
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.16K- 5.13% |
$127K - $144K
|
39.9K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.29K- 3.23% |
$134K - $152K
|
68.6K
$4.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.29K- 8.57% |
$134K - $152K
|
24.4K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.33K- 22.83% |
$137K - $155K
|
7.88K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.44K- 1.05% |
$144K - $163K
|
231K
$14.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.48K- 8.84% |
$146K - $165K
|
25.6K
$1.56M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.65K- 2.85% |
$156K - $176K
|
90K
$5.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.16KClosed |
$186K - $210K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 3.88% |
$193K - $219K
|
81.4K
$4.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.7K- 12.91% |
$217K - $246K
|
24.9K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.7K- 2.89% |
$218K - $246K
|
124K
$7.58M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.77K- 8.08% |
$222K - $251K
|
42.9K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4.15K- 73.47% |
$244K - $277K
|
1.5K
$91.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-4.46K- 2.12% |
$262K - $297K
|
205K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-5.21K- 38.07% |
$306K - $347K
|
8.48K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.5K- 29.53% |
$323K - $366K
|
13.1K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.72K- 1.62% |
$336K - $381K
|
347K
$21.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.05K- 7.5% |
$356K - $403K
|
74.6K
$4.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.95K- 3.16% |
$409K - $463K
|
213K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.96K- 3.04% |
$409K - $463K
|
222K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.4K- 10.32% |
$494K - $559K
|
73K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.63K- 6.21% |
$507K - $575K
|
130K
$7.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.9K- 57.76% |
$523K - $593K
|
6.51K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.3K- 25.57% |
$547K - $620K
|
27.1K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.37K- 28.74% |
$551K - $624K
|
23.2K
$1.41M
|