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 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.35K- 38.06% |
$64.2K - $80.3K
|
2.2K
$147K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.43K- 11.67% |
$68K - $85.1K
|
10.8K
$722K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.43K- 28.36% |
$68K - $85.2K
|
3.62K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.47K- 11.33% |
$69.7K - $87.3K
|
11.5K
$766K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 5.95% |
$73.7K - $92.3K
|
24.6K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 28.09% |
$76.3K - $95.6K
|
4.12K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 21.1% |
$81.2K - $102K
|
6.4K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.77K- 12.63% |
$83.8K - $105K
|
12.2K
$814K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.84K- 6.59% |
$87.2K - $109K
|
26.1K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.14K- 12.92% |
$101K - $127K
|
14.4K
$959K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2.14K- 53.84% |
$102K - $127K
|
1.84K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.18K- 27.01% |
$104K - $130K
|
5.9K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.57K- 20.76% |
$122K - $152K
|
9.79K
$652K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.57K- 20.76% |
$122K - $152K
|
9.79K
$652K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.63K- 4.53% |
$125K - $156K
|
55.5K
$3.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.77K- 20.32% |
$131K - $165K
|
10.9K
$723K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.78K- 3.52% |
$132K - $165K
|
76.3K
$5.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3K- 6.84% |
$142K - $178K
|
40.9K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.06K- 99.97% |
$145K - $182K
|
1
$66.6
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.2K- 6.97% |
$152K - $190K
|
42.7K
$2.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.32K- 36.7% |
$158K - $197K
|
5.73K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.44K- 77.07% |
$163K - $204K
|
1.02K
$68.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.88K- 3.3% |
$184K - $231K
|
114K
$7.58M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-4.19K- 21.49% |
$199K - $249K
|
15.3K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.23K- 24.64% |
$201K - $252K
|
13K
$863K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.52K- 3.11% |
$214K - $268K
|
141K
$9.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.65K- 23.32% |
$221K - $277K
|
15.3K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-4.7K- 19.43% |
$223K - $279K
|
19.5K
$1.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.81K- 31.83% |
$228K - $286K
|
10.3K
$687K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.98K- 1.42% |
$236K - $296K
|
344K
$22.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.6K- 43.22% |
$266K - $333K
|
7.36K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.63K- 1.47% |
$267K - $335K
|
378K
$25.1M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.63K- 23.95% |
$267K - $335K
|
17.9K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.98K- 2.06% |
$284K - $356K
|
284K
$18.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.94K- 4.97% |
$329K - $412K
|
133K
$8.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-7.51K- 13.87% |
$356K - $446K
|
46.6K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.31K- 8.52% |
$394K - $494K
|
89.2K
$5.94M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.94K- 33.28% |
$424K - $531K
|
17.9K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.71K- 5.23% |
$461K - $577K
|
176K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 6.23% |
$477K - $598K
|
151K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.3K- 6.24% |
$491K - $614K
|
155K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-11.4K- 5.71% |
$541K - $678K
|
188K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.9K- 0.8% |
$563K - $706K
|
1.47M
$97.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-14.4K- 6.86% |
$684K - $857K
|
196K
$13M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-16.4K- 6.18% |
$777K - $973K
|
249K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-16.6K- 44.11% |
$786K - $985K
|
21K
$1.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19K- 4.33% |
$903K - $1.13M
|
421K
$28M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.9K- 36.09% |
$991K - $1.24M
|
37K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21K- 32.4% |
$995K - $1.25M
|
43.8K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21K- 47.14% |
$998K - $1.25M
|
23.6K
$1.57M
|