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 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-81- 4.3% |
$3.84K - $4.81K
|
1.8K
$117K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-90- 0.62% |
$4.27K - $5.35K
|
14.5K
$941K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-99- 49.75% |
$4.7K - $5.88K
|
100
$6.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 7.69% |
$4.75K - $5.94K
|
1.2K
$77.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 7.69% |
$4.75K - $5.94K
|
1.2K
$77.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-146- 1.57% |
$6.93K - $8.68K
|
9.13K
$593K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-193- 1.93% |
$9.16K - $11.5K
|
9.8K
$636K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-241- 9.66% |
$11.4K - $14.3K
|
2.25K
$146K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-247- 3.38% |
$11.7K - $14.7K
|
7.07K
$459K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-255- 4.1% |
$12.1K - $15.2K
|
5.96K
$387K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-303- 4.01% |
$14.4K - $18K
|
7.25K
$470K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-304- 1.2% |
$14.4K - $18.1K
|
24.9K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-306- 7.8% |
$14.5K - $18.2K
|
3.62K
$235K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-307- 56.64% |
$14.6K - $18.2K
|
235
$15.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-312- 0.9% |
$14.8K - $18.5K
|
34.3K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-340- 0.95% |
$16.1K - $20.2K
|
35.4K
$2.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-346- 8.31% |
$16.4K - $20.6K
|
3.82K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-351- 2.6% |
$16.7K - $20.9K
|
13.2K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-380- 7.12% |
$18K - $22.6K
|
4.96K
$322K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-393- 2.37% |
$18.6K - $23.4K
|
16.2K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-398- 1.93% |
$18.9K - $23.6K
|
20.3K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-400- 3.18% |
$19K - $23.8K
|
12.2K
$791K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-420- 5.4% |
$19.9K - $25K
|
7.36K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-422- 22.89% |
$20K - $25.1K
|
1.42K
$92.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-441- 3.12% |
$20.9K - $26.2K
|
13.7K
$889K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-442- 8.64% |
$21K - $26.3K
|
4.67K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-452- 9.24% |
$21.4K - $26.9K
|
4.44K
$288K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-474- 3.91% |
$22.5K - $28.2K
|
11.6K
$756K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-488- 1.53% |
$23.2K - $29K
|
31.5K
$2.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-529- 10.7% |
$25.1K - $31.4K
|
4.42K
$287K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-589- 7.84% |
$27.9K - $35K
|
6.92K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-605- 9.77% |
$28.7K - $35.9K
|
5.59K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-668- 1.58% |
$31.7K - $39.7K
|
41.7K
$2.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-696- 13.99% |
$33K - $41.4K
|
4.28K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-734- 16.08% |
$34.8K - $43.6K
|
3.83K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-770- 5.73% |
$36.5K - $45.8K
|
12.7K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-813- 7.93% |
$38.6K - $48.3K
|
9.44K
$613K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-827- 14.25% |
$39.2K - $49.1K
|
4.98K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-848- 8.3% |
$40.2K - $50.4K
|
9.37K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-863- 0.32% |
$40.9K - $51.3K
|
266K
$17.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-888- 0.81% |
$42.1K - $52.8K
|
109K
$7.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-914- 5.21% |
$43.4K - $54.3K
|
16.6K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-950- 42.26% |
$45.1K - $56.4K
|
1.3K
$84.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.03K- 7.89% |
$48.8K - $61.1K
|
12K
$778K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.09K- 7.63% |
$51.5K - $64.5K
|
13.1K
$852K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.13K- 5.15% |
$53.6K - $67.1K
|
20.8K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.13K- 2.55% |
$53.8K - $67.4K
|
43.3K
$2.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 6.27% |
$53.9K - $67.4K
|
17K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.26K- 37.89% |
$59.7K - $74.8K
|
2.06K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.3K- 0.36% |
$61.6K - $77.2K
|
355K
$23M
|