Purchases and Sales Made in Q1 2024 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 0.43% |
$4.19K - $4.51K
|
17.6K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71+ 3.31% |
$3.91K - $4.22K
|
2.21K
$135K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
62+ 1.4% |
$3.42K - $3.68K
|
4.48K
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
53+ 0.24% |
$2.92K - $3.15K
|
21.9K
$1.34M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35New |
$1.93K - $2.08K
|
35
$2.14K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
33+ 23.91% |
$1.82K - $1.96K
|
171
$10.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
31+ 10.06% |
$1.71K - $1.84K
|
339
$20.7K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
30+ 0.23% |
$1.65K - $1.78K
|
12.8K
$782K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
29+ 3.41% |
$1.6K - $1.72K
|
879
$53.7K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
27+ 0.45% |
$1.49K - $1.6K
|
6.06K
$370K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
24+ 0.31% |
$1.32K - $1.43K
|
7.77K
$475K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
13+ 0.09% |
$717 - $772
|
14.3K
$870K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$386 - $416
|
4.22K
$258K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.43% |
$386 - $416
|
1.65K
$101K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.04% |
$331 - $356
|
14.5K
$886K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 36.36% |
$220 - $238
|
15
$916
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.23% |
$165 - $178
|
1.3K
$79.4K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.42% |
$165 - $178
|
723
$44.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.49% |
$165 - $178
|
613
$37.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.15% |
$110 - $119
|
1.34K
$81.6K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.45% |
$110 - $119
|
448
$27.4K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.51% |
$110 - $119
|
392
$23.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$55.1 - $59.4
|
36.6K
$2.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1+ 12.5% |
$55.1 - $59.4
|
9
$549
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.0% |
$55.1 - $59.4
|
24.9K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$55.1 - $59.4
|
13.2K
$804K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.27% |
$55.1 - $59.4
|
374
$22.8K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.52% |
$55.1 - $59.4
|
193
$11.8K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5- 0.02% |
$276 - $297
|
20.8K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.05% |
$551 - $594
|
20.8K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-11- 84.62% |
$606 - $653
|
2
$122
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 0.58% |
$717 - $772
|
2.24K
$137K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 14.29% |
$1.38K - $1.48K
|
150
$9.16K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-33- 3.47% |
$1.82K - $1.96K
|
919
$56.1K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-71- 0.03% |
$3.91K - $4.22K
|
233K
$14.2M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-71- 1.89% |
$3.91K - $4.22K
|
3.69K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-81- 1.79% |
$4.46K - $4.81K
|
4.43K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-93- 1.32% |
$5.13K - $5.52K
|
6.97K
$426K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-118- 10.35% |
$6.5K - $7.01K
|
1.02K
$62.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-119- 8.7% |
$6.56K - $7.07K
|
1.25K
$76.3K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-140- 1.29% |
$7.72K - $8.31K
|
10.7K
$655K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-146- 3.82% |
$8.05K - $8.67K
|
3.67K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-150- 2.04% |
$8.27K - $8.91K
|
7.21K
$440K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-175- 2.16% |
$9.65K - $10.4K
|
7.92K
$484K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-180- 4.73% |
$9.92K - $10.7K
|
3.63K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-190- 2.02% |
$10.5K - $11.3K
|
9.22K
$563K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-195- 4.63% |
$10.7K - $11.6K
|
4.02K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 16.67% |
$11K - $11.9K
|
1K
$61.1K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-204- 9.89% |
$11.2K - $12.1K
|
1.86K
$113K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-222- 15.61% |
$12.2K - $13.2K
|
1.2K
$73.3K
|