Purchases and Sales Made in Q4 2023 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
300+ 6.94% |
$14.2K - $17.8K
|
4.63K
$308K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
269+ 1.13% |
$12.8K - $16K
|
24K
$1.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
244+ 3.97% |
$11.6K - $14.5K
|
6.39K
$425K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
242+ 3.86% |
$11.5K - $14.4K
|
6.51K
$434K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
220+ 2.69% |
$10.4K - $13.1K
|
8.4K
$560K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
201+ 1.54% |
$9.54K - $11.9K
|
13.2K
$882K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200+ 43.67% |
$9.49K - $11.9K
|
658
$43.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
184+ 1.97% |
$8.73K - $10.9K
|
9.5K
$633K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
177+ 0.86% |
$8.4K - $10.5K
|
20.8K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
151+ 1.52% |
$7.16K - $8.97K
|
10.1K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
138+ 98.57% |
$6.55K - $8.2K
|
278
$18.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
127+ 2.15% |
$6.03K - $7.55K
|
6.03K
$402K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
114New |
$5.41K - $6.77K
|
114
$7.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$4.75K - $5.94K
|
100
$6.66K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
93+ 2.02% |
$4.41K - $5.53K
|
4.69K
$312K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
91+ 7.13% |
$4.32K - $5.41K
|
1.37K
$91.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
69+ 0.19% |
$3.27K - $4.1K
|
36.6K
$2.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
52New |
$2.47K - $3.09K
|
52
$3.46K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
40+ 0.92% |
$1.9K - $2.38K
|
4.37K
$291K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
34+ 0.81% |
$1.61K - $2.02K
|
4.21K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26+ 0.02% |
$1.23K - $1.54K
|
111K
$7.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
21+ 1.34% |
$996 - $1.25K
|
1.59K
$106K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
17+ 0.41% |
$807 - $1.01K
|
4.21K
$280K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 0.66% |
$712 - $891
|
2.3K
$153K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15+ 2.13% |
$712 - $891
|
720
$48K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
13+ 0.13% |
$617 - $772
|
9.84K
$655K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$617 - $772
|
13
$866
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
12New |
$569 - $713
|
12
$799
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
11+ 20.37% |
$522 - $654
|
65
$4.33K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
9+ 0.02% |
$427 - $535
|
42.5K
$2.83M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
9+ 2.06% |
$427 - $535
|
446
$29.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$380 - $475
|
8
$533
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6+ 0.11% |
$285 - $357
|
5.67K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.4% |
$237 - $297
|
1.25K
$82.9K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4+ 2.13% |
$190 - $238
|
192
$12.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 2.22% |
$142 - $178
|
138
$9.19K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$94.9 - $119
|
4.98K
$332K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$47.5 - $59.4
|
15.5K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-10- 0.04% |
$475 - $594
|
24.5K
$1.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-23- 0.36% |
$1.09K - $1.37K
|
6.38K
$425K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-29- 29.0% |
$1.38K - $1.72K
|
71
$4.73K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 0.09% |
$1.38K - $1.72K
|
31.3K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-35- 0.72% |
$1.66K - $2.08K
|
4.82K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-39- 0.07% |
$1.85K - $2.32K
|
52.6K
$3.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-46- 0.15% |
$2.18K - $2.73K
|
31.5K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-48- 0.22% |
$2.28K - $2.85K
|
21.8K
$1.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-55- 1.16% |
$2.61K - $3.27K
|
4.69K
$312K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-57- 13.26% |
$2.7K - $3.39K
|
373
$24.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-65- 0.75% |
$3.08K - $3.86K
|
8.63K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-81- 7.84% |
$3.84K - $4.81K
|
952
$63.4K
|