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 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.47K- 13.41% |
$182K - $199K
|
22.4K
$1.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.61K- 4.19% |
$190K - $207K
|
82.5K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.45K- 3.78% |
$234K - $255K
|
113K
$7.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.96K- 50.0% |
$261K - $284K
|
4.96K
$330K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.36K- 9.64% |
$282K - $307K
|
50.3K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.53K- 16.95% |
$290K - $317K
|
27.1K
$1.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.86K- 1.58% |
$308K - $335K
|
364K
$24.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.28K- 1.95% |
$330K - $360K
|
316K
$21.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-6.82K- 15.55% |
$358K - $391K
|
37K
$2.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.46K- 20.37% |
$392K - $427K
|
29.2K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-8.26K- 4.26% |
$434K - $473K
|
186K
$12.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.93K- 6.46% |
$469K - $511K
|
129K
$8.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.54K- 4.09% |
$501K - $546K
|
223K
$14.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.8K- 30.7% |
$618K - $674K
|
26.5K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12K- 7.33% |
$631K - $688K
|
152K
$10.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13.6K- 5.71% |
$714K - $779K
|
224K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.2K- 55.19% |
$797K - $869K
|
12.3K
$820K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.8K- 11.01% |
$828K - $903K
|
127K
$8.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-20.5K- 66.37% |
$1.08M - $1.17M
|
10.4K
$692K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-21K- 6.21% |
$1.1M - $1.2M
|
318K
$21.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-21.7K- 48.0% |
$1.14M - $1.24M
|
23.5K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23K- 7.05% |
$1.21M - $1.32M
|
303K
$20.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-27.4K- 19.05% |
$1.44M - $1.57M
|
116K
$7.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-36.9K- 24.98% |
$1.94M - $2.12M
|
111K
$7.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-53.8K- 2.79% |
$2.82M - $3.08M
|
1.87M
$125M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-66.1K- 39.79% |
$3.47M - $3.79M
|
100K
$6.66M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-91.4K- 15.0% |
$4.8M - $5.24M
|
518K
$34.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-105K- 88.7% |
$5.53M - $6.03M
|
13.4K
$894K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-161K- 26.68% |
$8.47M - $9.23M
|
443K
$29.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-162K- 16.34% |
$8.49M - $9.26M
|
828K
$55.1M
|