Purchases and Sales Made in Q1 2023 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
585K+ 63.15% |
$29.9M - $36.2M
|
1.51M
$91.5M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
139K+ 7.51% |
$7.12M - $8.6M
|
1.99M
$120M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
123K+ 455.6% |
$6.28M - $7.59M
|
149K
$9.05M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
109KNew |
$5.61M - $6.78M
|
109K
$6.63M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.5K+ 6.56% |
$4.84M - $5.85M
|
1.54M
$93M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
70K+ 751.29% |
$3.58M - $4.33M
|
79.3K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.8K+ 21.86% |
$2.96M - $3.58M
|
322K
$19.5M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.6K+ 39.82% |
$1.92M - $2.33M
|
132K
$7.99M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
30.4KNew |
$1.56M - $1.88M
|
30.4K
$1.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.2K+ 9.21% |
$1.49M - $1.81M
|
346K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
28.6K+ 34.49% |
$1.47M - $1.77M
|
112K
$6.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.2K+ 17.66% |
$1.34M - $1.62M
|
175K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.8K+ 11.76% |
$1.12M - $1.35M
|
207K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.3KNew |
$991K - $1.2M
|
19.3K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
15.7KNew |
$805K - $973K
|
15.7K
$952K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.3K+ 22.7% |
$785K - $950K
|
82.9K
$5.02M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1K+ 17.53% |
$720K - $871K
|
94.3K
$5.71M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 9.98% |
$661K - $799K
|
142K
$8.61M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 3.18% |
$638K - $772K
|
404K
$24.5M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
11.9K+ 20.2% |
$607K - $734K
|
70.5K
$4.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.8KNew |
$605K - $731K
|
11.8K
$715K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.7K+ 23388.0% |
$599K - $724K
|
11.7K
$711K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
11.6KNew |
$595K - $719K
|
11.6K
$703K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
11.4K+ 23.47% |
$585K - $707K
|
60.1K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.16K+ 2.76% |
$469K - $567K
|
342K
$20.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.45K+ 39.23% |
$433K - $523K
|
30K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8K+ 99.24% |
$410K - $496K
|
16.1K
$973K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.87K+ 7.63% |
$403K - $487K
|
111K
$6.73M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.91KNew |
$354K - $428K
|
6.91K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.8K+ 0.33% |
$348K - $421K
|
2.08M
$126M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
6.71K+ 4.2% |
$344K - $415K
|
166K
$10.1M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.78K+ 16.89% |
$296K - $358K
|
40K
$2.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.65KNew |
$289K - $350K
|
5.65K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.64K+ 8.2% |
$289K - $349K
|
74.4K
$4.51M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.64K+ 8.2% |
$289K - $349K
|
74.4K
$4.51M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.59K+ 47.65% |
$286K - $346K
|
17.3K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.54K+ 17.8% |
$284K - $343K
|
36.7K
$2.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5.43K+ 10.75% |
$278K - $336K
|
56K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.36KNew |
$274K - $332K
|
5.36K
$325K
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.29K+ 35.58% |
$271K - $328K
|
20.2K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
5.24KNew |
$268K - $324K
|
5.24K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.57K+ 4.76% |
$234K - $283K
|
100K
$6.08M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.29K+ 3.02% |
$220K - $266K
|
147K
$8.87M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.12KNew |
$211K - $255K
|
4.12K
$249K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.07KNew |
$208K - $252K
|
4.07K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.8KNew |
$194K - $235K
|
3.8K
$230K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.78KNew |
$193K - $234K
|
3.78K
$229K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.75KNew |
$192K - $232K
|
3.75K
$227K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.7KNew |
$189K - $229K
|
3.7K
$224K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.61K+ 41.25% |
$185K - $223K
|
12.4K
$748K
|