Purchases and Sales Made in Q3 2024 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.06KNew |
$174K - $206K
|
3.06K
$199K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.94K+ 2.5% |
$167K - $198K
|
120K
$7.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.86K+ 6.03% |
$162K - $192K
|
50.2K
$3.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.59K+ 0.82% |
$147K - $175K
|
319K
$20.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.32K+ 7.97% |
$132K - $156K
|
31.5K
$2.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.23K+ 8.76% |
$127K - $150K
|
27.7K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.18K+ 22.83% |
$124K - $147K
|
11.7K
$762K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 1.46% |
$124K - $147K
|
151K
$9.82M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2.16K+ 1.38% |
$123K - $146K
|
159K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.97K+ 4.31% |
$112K - $133K
|
47.8K
$3.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.96K+ 35.83% |
$111K - $132K
|
7.43K
$482K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.91KNew |
$108K - $128K
|
1.91K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.88K+ 14.21% |
$107K - $127K
|
15.1K
$982K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.72K+ 3.42% |
$97.7K - $116K
|
52K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.7K+ 53.13% |
$96.5K - $114K
|
4.9K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.68KNew |
$95.3K - $113K
|
1.68K
$109K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.64KNew |
$92.9K - $110K
|
1.64K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.58KNew |
$89.5K - $106K
|
1.58K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.37K+ 2.53% |
$77.9K - $92.4K
|
55.6K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.34K+ 169.57% |
$76.2K - $90.4K
|
2.14K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.34KNew |
$75.8K - $89.9K
|
1.34K
$86.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.23K+ 1.55% |
$69.8K - $82.7K
|
80.7K
$5.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.16KNew |
$66.1K - $78.4K
|
1.16K
$75.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.1K+ 65.67% |
$62.4K - $74.1K
|
2.78K
$180K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
950+ 4.57% |
$53.9K - $64K
|
21.7K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
841+ 841.0% |
$47.7K - $56.6K
|
941
$61.1K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
814+ 9.11% |
$46.2K - $54.8K
|
9.75K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
788+ 1.95% |
$44.7K - $53.1K
|
41.3K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
784+ 3.29% |
$44.5K - $52.8K
|
24.6K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
782+ 15.96% |
$44.4K - $52.7K
|
5.68K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
735+ 35.49% |
$41.7K - $49.5K
|
2.81K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
671+ 1.46% |
$38.1K - $45.2K
|
46.7K
$3.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
530+ 1.43% |
$30.1K - $35.7K
|
37.6K
$2.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
520New |
$29.5K - $35K
|
520
$33.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
517+ 8.36% |
$29.4K - $34.8K
|
6.7K
$435K
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
502+ 0.35% |
$28.5K - $33.8K
|
145K
$9.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400+ 7.16% |
$22.7K - $26.9K
|
5.99K
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
379New |
$21.5K - $25.5K
|
379
$24.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
376+ 7.55% |
$21.3K - $25.3K
|
5.35K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
329New |
$18.7K - $22.2K
|
329
$21.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
260+ 4.93% |
$14.8K - $17.5K
|
5.53K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
245New |
$13.9K - $16.5K
|
245
$15.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
221+ 3.61% |
$12.5K - $14.9K
|
6.34K
$411K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
209+ 2.97% |
$11.9K - $14.1K
|
7.25K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
193+ 3.17% |
$11K - $13K
|
6.28K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
166+ 146.9% |
$9.42K - $11.2K
|
279
$18.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
150+ 0.45% |
$8.52K - $10.1K
|
33.2K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
150New |
$8.52K - $10.1K
|
150
$9.73K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
117+ 0.91% |
$6.64K - $7.88K
|
13K
$844K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
99New |
$5.62K - $6.67K
|
99
$6.42K
|