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 |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.1K+ 1.54% |
$116K - $125K
|
139K
$9.25M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.02KNew |
$111K - $120K
|
2.02K
$134K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.98K+ 8.33% |
$109K - $118K
|
25.7K
$1.71M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.97K+ 5.93% |
$108K - $117K
|
35.1K
$2.34M
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.94K+ 1.18% |
$107K - $115K
|
166K
$11.1M
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.9K+ 44.65% |
$105K - $113K
|
6.15K
$410K
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.77K+ 0.55% |
$97.6K - $105K
|
322K
$21.5M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.71K+ 28.92% |
$94.1K - $101K
|
7.61K
$507K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.62KNew |
$89.5K - $96.4K
|
1.62K
$108K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.6K+ 18.47% |
$88.4K - $95.2K
|
10.3K
$685K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.47K+ 3.3% |
$81.1K - $87.3K
|
46K
$3.07M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 5.68% |
$76.9K - $82.9K
|
26K
$1.73M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.25K+ 3.99% |
$69K - $74.3K
|
32.6K
$2.17M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.12K+ 1.62% |
$61.5K - $66.2K
|
69.8K
$4.65M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.09K+ 1.27% |
$59.9K - $64.5K
|
86.5K
$5.76M
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.01K+ 3.2% |
$55.7K - $60K
|
32.5K
$2.17M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
938+ 1.87% |
$51.7K - $55.7K
|
51.1K
$3.4M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
932+ 3.51% |
$51.4K - $55.3K
|
27.5K
$1.83M
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
885New |
$48.8K - $52.6K
|
885
$58.9K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
791+ 3.04% |
$43.6K - $47K
|
26.8K
$1.79M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
760+ 11.02% |
$41.9K - $45.1K
|
7.66K
$510K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
743+ 15.85% |
$41K - $44.1K
|
5.43K
$362K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
737+ 15.72% |
$40.6K - $43.8K
|
5.43K
$361K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
718+ 3.69% |
$39.6K - $42.6K
|
20.2K
$1.35M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
695+ 13.39% |
$38.3K - $41.3K
|
5.89K
$392K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
666+ 0.47% |
$36.7K - $39.5K
|
141K
$9.42M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
663+ 7.89% |
$36.5K - $39.4K
|
9.07K
$604K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
570New |
$31.4K - $33.8K
|
570
$38K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
523New |
$28.8K - $31.1K
|
523
$34.8K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
512+ 22.26% |
$28.2K - $30.4K
|
2.81K
$187K
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
511+ 8.02% |
$28.2K - $30.3K
|
6.89K
$459K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
441+ 52.25% |
$24.3K - $26.2K
|
1.29K
$85.6K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
436+ 11.82% |
$24K - $25.9K
|
4.13K
$275K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
412New |
$22.7K - $24.5K
|
412
$27.4K
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
360+ 2.19% |
$19.8K - $21.4K
|
16.8K
$1.12M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
347+ 2.62% |
$19.1K - $20.6K
|
13.6K
$905K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
342+ 18.62% |
$18.9K - $20.3K
|
2.18K
$145K
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
335+ 2.64% |
$18.5K - $19.9K
|
13K
$867K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
319+ 4.9% |
$17.6K - $18.9K
|
6.83K
$455K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
270+ 21.88% |
$14.9K - $16K
|
1.5K
$100K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
262New |
$14.4K - $15.6K
|
262
$17.5K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
230+ 3.17% |
$12.7K - $13.7K
|
7.48K
$498K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
228+ 31.98% |
$12.6K - $13.5K
|
941
$62.7K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
212+ 90.21% |
$11.7K - $12.6K
|
447
$29.8K
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
201+ 2.04% |
$11.1K - $11.9K
|
10K
$669K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200New |
$11K - $11.9K
|
200
$13.3K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
175+ 0.32% |
$9.65K - $10.4K
|
55.6K
$3.71M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
144New |
$7.94K - $8.55K
|
144
$9.59K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
112New |
$6.17K - $6.65K
|
112
$7.46K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
102New |
$5.62K - $6.06K
|
102
$6.79K
|