Purchases and Sales Made in Q2 2024 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.52K+ 41.41% |
$79.9K - $87.1K
|
5.19K
$346K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.46K+ 19.45% |
$76.4K - $83.4K
|
8.93K
$595K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.27K+ 14.6% |
$66.7K - $72.7K
|
9.96K
$663K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.08K+ 2.15% |
$56.5K - $61.6K
|
51.1K
$3.4M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.08K+ 12.67% |
$56.5K - $61.6K
|
9.56K
$637K
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.02K+ 2.42% |
$53.5K - $58.4K
|
43.2K
$2.88M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1K+ 45.45% |
$52.5K - $57.3K
|
3.2K
$213K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
981+ 17.31% |
$51.5K - $56.2K
|
6.65K
$443K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
963+ 1.85% |
$50.6K - $55.2K
|
53.1K
$3.53M
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
854+ 4.1% |
$44.9K - $48.9K
|
21.7K
$1.44M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
820+ 1.11% |
$43.1K - $47K
|
74.5K
$4.96M
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
798+ 0.51% |
$41.9K - $45.7K
|
157K
$10.4M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
792New |
$41.6K - $45.4K
|
792
$52.8K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
710+ 35.24% |
$37.3K - $40.7K
|
2.73K
$182K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
700+ 7.66% |
$36.8K - $40.1K
|
9.83K
$655K
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
700+ 4.63% |
$36.8K - $40.1K
|
15.8K
$1.05M
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
684+ 12.59% |
$35.9K - $39.2K
|
6.12K
$407K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
671+ 53.9% |
$35.3K - $38.4K
|
1.92K
$128K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
665+ 12.26% |
$34.9K - $38.1K
|
6.09K
$406K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
663+ 10.36% |
$34.8K - $38K
|
7.06K
$470K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
581New |
$30.5K - $33.3K
|
581
$38.7K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
563+ 2.79% |
$29.6K - $32.3K
|
20.8K
$1.38M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
552+ 7.25% |
$29K - $31.6K
|
8.16K
$544K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
519+ 5.72% |
$27.3K - $29.7K
|
9.59K
$638K
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
485+ 1.49% |
$25.5K - $27.8K
|
33K
$2.2M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
426New |
$22.4K - $24.4K
|
426
$28.4K
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
422+ 351.67% |
$22.2K - $24.2K
|
542
$36.1K
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
421+ 9.4% |
$22.1K - $24.1K
|
4.9K
$326K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
405New |
$21.3K - $23.2K
|
405
$27K
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
400+ 8.65% |
$21K - $22.9K
|
5.03K
$335K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 31.87% |
$20.9K - $22.8K
|
1.65K
$110K
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
339+ 2.02% |
$17.8K - $19.4K
|
17.1K
$1.14M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
278New |
$14.6K - $15.9K
|
278
$18.5K
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
264+ 2.03% |
$13.9K - $15.1K
|
13.3K
$884K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
236New |
$12.4K - $13.5K
|
236
$15.7K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
231New |
$12.1K - $13.2K
|
231
$15.4K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
230+ 1.55% |
$12.1K - $13.2K
|
15K
$1M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
213+ 3.12% |
$11.2K - $12.2K
|
7.05K
$469K
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
197+ 0.99% |
$10.4K - $11.3K
|
20K
$1.33M
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
BUY
|
- |
183+ 2.66% |
$9.61K - $10.5K
|
7.07K
$471K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
162+ 0.46% |
$8.51K - $9.28K
|
35.3K
$2.35M
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
150New |
$7.88K - $8.59K
|
150
$9.99K
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
105+ 0.93% |
$5.52K - $6.02K
|
11.4K
$759K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
96+ 0.26% |
$5.04K - $5.5K
|
36.7K
$2.45M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
94New |
$4.94K - $5.39K
|
94
$6.26K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.21% |
$4.47K - $4.87K
|
40.8K
$2.72M
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
36+ 0.21% |
$1.89K - $2.06K
|
17.3K
$1.15M
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
35+ 0.57% |
$1.84K - $2.01K
|
6.18K
$412K
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
BUY
|
- |
31+ 0.24% |
$1.63K - $1.78K
|
12.8K
$855K
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
28+ 0.46% |
$1.47K - $1.6K
|
6.09K
$406K
|