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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
27+ 300.0% |
$1.42K - $1.55K
|
36
$2.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
24+ 0.31% |
$1.26K - $1.37K
|
7.8K
$516K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23+ 0.49% |
$1.21K - $1.32K
|
4.69K
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
20+ 76.92% |
$1.05K - $1.15K
|
46
$3.04K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17+ 0.24% |
$893 - $974
|
7.12K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.05% |
$893 - $974
|
34.4K
$2.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 1.47% |
$788 - $859
|
1.04K
$68.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
8New |
$420 - $458
|
8
$529
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.42% |
$368 - $401
|
1.66K
$110K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.48% |
$263 - $286
|
1.04K
$68.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.02% |
$210 - $229
|
17.6K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.41% |
$158 - $172
|
726
$48K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.57% |
$158 - $172
|
526
$34.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.08% |
$158 - $172
|
3.98K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.51% |
$105 - $115
|
394
$26.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.53% |
$105 - $115
|
376
$24.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.45% |
$105 - $115
|
450
$29.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 1.54% |
$52.5 - $57.3
|
66
$4.37K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$52.5 - $57.3
|
1.34K
$88.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.22% |
$52.5 - $57.3
|
448
$29.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$52.5 - $57.3
|
11.2K
$744K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2- 0.04% |
$105 - $115
|
4.98K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2- 0.04% |
$105 - $115
|
4.98K
$329K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-12- 0.08% |
$630 - $687
|
15.6K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-15- 0.1% |
$788 - $859
|
15.3K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20- 0.09% |
$1.05K - $1.15K
|
22K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29- 3.3% |
$1.52K - $1.66K
|
850
$56.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-31- 0.34% |
$1.63K - $1.78K
|
9.19K
$608K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-34- 0.78% |
$1.79K - $1.95K
|
4.34K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-35- 0.1% |
$1.84K - $2.01K
|
33.6K
$2.22M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-38- 0.08% |
$2K - $2.18K
|
46K
$3.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-75- 0.44% |
$3.94K - $4.3K
|
17.2K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-76- 0.76% |
$3.99K - $4.35K
|
9.96K
$659K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-90- 0.38% |
$4.73K - $5.16K
|
23.8K
$1.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-98- 4.37% |
$5.15K - $5.61K
|
2.14K
$142K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 0.96% |
$5.25K - $5.73K
|
10.3K
$682K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-142- 6.42% |
$7.46K - $8.14K
|
2.07K
$137K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-144- 24.32% |
$7.57K - $8.25K
|
448
$29.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-149- 56.87% |
$7.83K - $8.54K
|
113
$7.48K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-150- 45.45% |
$7.88K - $8.59K
|
180
$11.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-179- 0.44% |
$9.4K - $10.3K
|
40.5K
$2.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-190- 2.64% |
$9.98K - $10.9K
|
7.02K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-201- 99.5% |
$10.6K - $11.5K
|
1
$66.2
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-210- 1.45% |
$11K - $12K
|
14.3K
$946K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-216- 5.12% |
$11.3K - $12.4K
|
4K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-247- 5.35% |
$13K - $14.2K
|
4.37K
$289K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-253- 2.79% |
$13.3K - $14.5K
|
8.8K
$582K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-254- 0.99% |
$13.3K - $14.6K
|
25.5K
$1.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-260- 6.48% |
$13.7K - $14.9K
|
3.76K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-263- 0.3% |
$13.8K - $15.1K
|
88.9K
$5.88M
|