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 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-257- 2.23% |
$14.2K - $15.3K
|
11.2K
$749K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-290- 2.49% |
$16K - $17.2K
|
11.4K
$756K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-299- 6.99% |
$16.5K - $17.8K
|
3.98K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-300- 0.71% |
$16.5K - $17.8K
|
42.2K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-365- 2.28% |
$20.1K - $21.7K
|
15.6K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-390- 4.13% |
$21.5K - $23.2K
|
9.05K
$603K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-400- 4.08% |
$22K - $23.8K
|
9.4K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-431- 2.54% |
$23.8K - $25.6K
|
16.6K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-433- 2.15% |
$23.9K - $25.7K
|
19.7K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-474- 4.07% |
$26.1K - $28.1K
|
11.2K
$744K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-505- 8.11% |
$27.8K - $30K
|
5.73K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-506- 0.49% |
$27.9K - $30K
|
103K
$6.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-515- 3.48% |
$28.4K - $30.6K
|
14.3K
$951K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-527- 72.29% |
$29K - $31.3K
|
202
$13.5K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-535- 1.02% |
$29.5K - $31.8K
|
52.1K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-553- 34.82% |
$30.5K - $32.8K
|
1.04K
$68.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-620- 2.53% |
$34.2K - $36.8K
|
23.9K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-649- 0.42% |
$35.8K - $38.5K
|
155K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-683- 1.48% |
$37.6K - $40.6K
|
45.3K
$3.02M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-687- 1.71% |
$37.9K - $40.8K
|
39.4K
$2.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-882- 5.98% |
$48.6K - $52.4K
|
13.9K
$923K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.03K- 2.47% |
$56.8K - $61.2K
|
40.7K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.04K- 10.65% |
$57.5K - $61.9K
|
8.75K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.05K- 2.96% |
$57.9K - $62.3K
|
34.4K
$2.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.08K- 6.67% |
$59.5K - $64.1K
|
15.1K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 25.56% |
$62.6K - $67.4K
|
3.31K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.28K- 11.83% |
$70.7K - $76.2K
|
9.56K
$637K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.3K- 6.7% |
$71.6K - $77.1K
|
18.1K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.3K- 33.94% |
$71.7K - $77.2K
|
2.53K
$169K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.32K- 5.09% |
$72.7K - $78.3K
|
24.6K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.33K- 11.09% |
$73.3K - $79K
|
10.7K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.35K- 8.99% |
$74.6K - $80.3K
|
13.7K
$912K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 21.23% |
$74.7K - $80.5K
|
5.03K
$335K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.36K- 1.01% |
$75.2K - $81K
|
133K
$8.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 11.3% |
$77.9K - $84K
|
11.1K
$739K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.44K- 1.3% |
$79.5K - $85.6K
|
110K
$7.3M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 10.64% |
$80.3K - $86.5K
|
12.2K
$815K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.73K- 18.48% |
$95.5K - $103K
|
7.64K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.74K- 0.89% |
$96K - $103K
|
194K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.78K- 14.61% |
$98.1K - $106K
|
10.4K
$693K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 4.56% |
$107K - $116K
|
40.7K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.98K- 76.98% |
$109K - $118K
|
592
$39.4K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.99K- 2.6% |
$109K - $118K
|
74.3K
$4.95M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.15K- 7.08% |
$119K - $128K
|
28.2K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.19K- 10.82% |
$121K - $130K
|
18.1K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.25K- 14.69% |
$124K - $133K
|
13.1K
$870K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.3K- 17.6% |
$127K - $137K
|
10.8K
$717K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-2.76K- 5.93% |
$152K - $164K
|
43.9K
$2.92M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.79K- 38.46% |
$154K - $166K
|
4.46K
$297K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.86K- 15.99% |
$158K - $170K
|
15K
$1M
|