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 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.2K- 64.04% |
$1M - $1.26M
|
11.9K
$792K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.4K- 35.43% |
$1.16M - $1.45M
|
44.6K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-25.2K- 6.84% |
$1.19M - $1.5M
|
343K
$22.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-30.6K- 59.81% |
$1.45M - $1.82M
|
20.6K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-32K- 50.0% |
$1.52M - $1.9M
|
32K
$2.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-33.1K- 9.37% |
$1.57M - $1.97M
|
321K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35K- 1.74% |
$1.66M - $2.08M
|
1.97M
$131M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.6K- 9.58% |
$1.83M - $2.29M
|
364K
$24.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-39.8K- 44.26% |
$1.89M - $2.37M
|
50.2K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.6K- 73.44% |
$1.97M - $2.47M
|
15K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.1K- 10.0% |
$2.38M - $2.97M
|
451K
$30M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-70.6K- 33.13% |
$3.35M - $4.19M
|
142K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.4K- 7.44% |
$3.86M - $4.84M
|
1.01M
$67.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-108K- 6.87% |
$5.15M - $6.44M
|
1.47M
$97.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-210K- 56.55% |
$9.96M - $12.5M
|
161K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-890K- 40.32% |
$42.3M - $52.9M
|
1.32M
$87.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.54M- 97.46% |
$73M - $91.4M
|
40.1K
$2.67M
|