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 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65New |
$3.69K - $4.38K
|
65
$4.22K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
64+ 0.56% |
$3.63K - $4.31K
|
11.5K
$743K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
60+ 0.47% |
$3.41K - $4.04K
|
12.9K
$837K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
53+ 1.33% |
$3.01K - $3.57K
|
4.04K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35New |
$1.99K - $2.36K
|
35
$2.27K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11New |
$624 - $741
|
11
$714
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11+ 0.11% |
$624 - $741
|
10.2K
$662K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.87% |
$511 - $606
|
1.05K
$68.1K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 0.96% |
$397 - $471
|
733
$47.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.01% |
$284 - $337
|
34.4K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.89% |
$227 - $269
|
454
$29.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.24% |
$227 - $269
|
1.65K
$107K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.19% |
$227 - $269
|
2.15K
$139K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 0.76% |
$170 - $202
|
397
$25.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.22% |
$170 - $202
|
1.34K
$87K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.29% |
$170 - $202
|
1.04K
$67.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.07% |
$170 - $202
|
4.34K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
2+ 3.03% |
$114 - $135
|
68
$4.41K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2+ 1.04% |
$114 - $135
|
195
$12.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.1% |
$114 - $135
|
1.92K
$124K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 1.17% |
$114 - $135
|
173
$11.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.01% |
$114 - $135
|
36.7K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$56.8 - $67.3
|
1.59K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.01% |
$56.8 - $67.3
|
13.9K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.04% |
$114 - $135
|
5.3K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-9- 0.07% |
$511 - $606
|
13.3K
$861K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10- 1.9% |
$568 - $673
|
516
$33.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.17% |
$1.42K - $1.68K
|
14.3K
$926K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-36- 0.27% |
$2.04K - $2.42K
|
13.1K
$852K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37- 0.2% |
$2.1K - $2.49K
|
18.5K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-41- 2.47% |
$2.33K - $2.76K
|
1.62K
$105K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-48- 1.07% |
$2.72K - $3.23K
|
4.44K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-53- 0.04% |
$3.01K - $3.57K
|
125K
$8.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-57- 0.59% |
$3.24K - $3.84K
|
9.53K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-61- 6.64% |
$3.46K - $4.11K
|
858
$55.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-61- 1.35% |
$3.46K - $4.11K
|
4.44K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-62- 0.93% |
$3.52K - $4.17K
|
6.59K
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-65- 0.3% |
$3.69K - $4.38K
|
21.6K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-75- 0.54% |
$4.26K - $5.05K
|
13.8K
$894K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-88- 2.21% |
$5K - $5.93K
|
3.89K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-93- 0.97% |
$5.28K - $6.26K
|
9.51K
$617K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 0.97% |
$5.68K - $6.73K
|
10.2K
$662K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-102- 0.58% |
$5.79K - $6.87K
|
17.5K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-123- 3.45% |
$6.98K - $8.28K
|
3.44K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-147- 2.1% |
$8.35K - $9.9K
|
6.85K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-157- 1.58% |
$8.91K - $10.6K
|
9.8K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-167- 1.41% |
$9.48K - $11.2K
|
11.7K
$759K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-203- 1.51% |
$11.5K - $13.7K
|
13.2K
$857K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-208- 5.54% |
$11.8K - $14K
|
3.55K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-211- 0.83% |
$12K - $14.2K
|
25.2K
$1.63M
|