Purchases and Sales Made in Q1 2024 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
164K+ 69.97% |
$9.02M - $9.71M
|
397K
$25.8M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
156KNew |
$8.59M - $9.25M
|
156K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
152K+ 11.55% |
$8.39M - $9.04M
|
1.47M
$95.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
91.1KNew |
$5.02M - $5.41M
|
91.1K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.8K+ 6.18% |
$5.01M - $5.39M
|
1.56M
$101M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.8K+ 6.18% |
$5.01M - $5.39M
|
1.56M
$101M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
61.8K+ 519.91% |
$3.41M - $3.67M
|
73.7K
$4.78M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45.5KNew |
$2.51M - $2.7M
|
45.5K
$2.95M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
45.3KNew |
$2.5M - $2.69M
|
45.3K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
42.8K+ 12.47% |
$2.36M - $2.54M
|
386K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.2K+ 9.84% |
$1.72M - $1.85M
|
349K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
30.9KNew |
$1.7M - $1.83M
|
30.9K
$2.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
28.4K+ 19.9% |
$1.56M - $1.68M
|
171K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.5K+ 5.36% |
$1.52M - $1.63M
|
541K
$35.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.4K+ 5.57% |
$1.29M - $1.39M
|
444K
$28.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20KNew |
$1.1M - $1.19M
|
20K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.2K+ 1.25% |
$1.06M - $1.14M
|
1.55M
$101M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.03M - $1.11M
|
18.6K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 5.31% |
$780K - $841K
|
281K
$18.2M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
11.7K+ 1.96% |
$647K - $697K
|
609K
$39.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.9K+ 3.08% |
$602K - $648K
|
366K
$23.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.87K+ 134.04% |
$544K - $586K
|
17.2K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.68K+ 28.17% |
$533K - $575K
|
44K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.52K+ 4.24% |
$524K - $565K
|
234K
$15.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.59KNew |
$474K - $510K
|
8.59K
$557K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.56K+ 7.85% |
$472K - $508K
|
118K
$7.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.11KNew |
$392K - $422K
|
7.11K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4KNew |
$353K - $380K
|
6.4K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.22K+ 14.12% |
$343K - $369K
|
50.2K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.04K+ 7.54% |
$333K - $358K
|
86.1K
$5.59M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5.86K+ 10.15% |
$323K - $348K
|
63.6K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.42K+ 0.9% |
$298K - $322K
|
604K
$39.2M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.98KNew |
$274K - $296K
|
4.98K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.73K+ 7.02% |
$261K - $281K
|
72K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.66KNew |
$257K - $277K
|
4.66K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.62KNew |
$254K - $274K
|
4.62K
$300K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.22K+ 16.86% |
$232K - $250K
|
29.2K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.15K+ 276.93% |
$229K - $247K
|
5.65K
$367K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.56KNew |
$196K - $212K
|
3.56K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.51K+ 4.1% |
$194K - $208K
|
89.1K
$5.78M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.48K+ 2.43% |
$192K - $206K
|
147K
$9.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.25K+ 2.98% |
$179K - $193K
|
112K
$7.29M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 19.32% |
$177K - $191K
|
19.8K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.11K+ 13.17% |
$171K - $184K
|
26.7K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.06K+ 169.87% |
$169K - $182K
|
4.86K
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.02K+ 1.52% |
$166K - $179K
|
201K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.72K+ 6.29% |
$150K - $162K
|
46K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.66K+ 1.98% |
$147K - $158K
|
137K
$8.88M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.34K+ 7.49% |
$129K - $139K
|
33.6K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.28KNew |
$126K - $135K
|
2.28K
$148K
|