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 15, 2023
Q1 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
3.15K+ 30.3% |
$161K - $195K
|
13.5K
$813K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.98K+ 30.01% |
$153K - $185K
|
12.9K
$776K
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.98K+ 3.28% |
$152K - $184K
|
93.8K
$5.63M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.95K+ 15.25% |
$151K - $183K
|
22.3K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.77K+ 1.15% |
$142K - $171K
|
243K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.75K+ 1.57% |
$141K - $170K
|
178K
$10.7M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.74K+ 3.2% |
$140K - $170K
|
88.3K
$5.3M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 6.06% |
$133K - $161K
|
45.5K
$2.73M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.59K+ 9.44% |
$133K - $161K
|
30.1K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.13K+ 5.29% |
$109K - $132K
|
42.4K
$2.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.12K+ 1.68% |
$108K - $131K
|
128K
$7.71M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.1K+ 31.45% |
$108K - $130K
|
8.78K
$527K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
2.02K+ 8.97% |
$104K - $125K
|
24.6K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.02K+ 15.55% |
$103K - $125K
|
15K
$901K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.98K+ 91.41% |
$101K - $123K
|
4.15K
$249K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.96K+ 10.03% |
$100K - $121K
|
21.5K
$1.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.72K+ 70.9% |
$88.1K - $106K
|
4.15K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 6.21% |
$87.4K - $106K
|
29.2K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
1.7K+ 4.16% |
$87.3K - $105K
|
42.7K
$2.56M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.39K+ 1.65% |
$71.2K - $86.1K
|
85.4K
$5.13M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 112.67% |
$69.2K - $83.7K
|
2.55K
$153K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.18K+ 8.63% |
$60.5K - $73.1K
|
14.9K
$893K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.12K+ 8.18% |
$57.4K - $69.3K
|
14.8K
$889K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.1K+ 12.8% |
$56.4K - $68.2K
|
9.71K
$583K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
960+ 10.34% |
$49.2K - $59.4K
|
10.2K
$615K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
932+ 9.25% |
$47.7K - $57.7K
|
11K
$661K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
842+ 1.8% |
$43.1K - $52.1K
|
47.6K
$2.86M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
805+ 11.98% |
$41.2K - $49.8K
|
7.53K
$452K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
770+ 75.12% |
$39.4K - $47.7K
|
1.8K
$108K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
665+ 1.56% |
$34.1K - $41.2K
|
43.3K
$2.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
641New |
$32.8K - $39.7K
|
641
$38.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
635+ 14.71% |
$32.5K - $39.3K
|
4.95K
$297K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
620+ 2.13% |
$31.8K - $38.4K
|
29.7K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
607+ 1.15% |
$31.1K - $37.6K
|
53.5K
$3.21M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
605+ 73.6% |
$31K - $37.5K
|
1.43K
$85.7K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
584+ 1.41% |
$29.9K - $36.2K
|
41.9K
$2.51M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
580+ 5.17% |
$29.7K - $35.9K
|
11.8K
$708K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
552+ 1672.73% |
$28.3K - $34.2K
|
585
$35.1K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
482+ 4.37% |
$24.7K - $29.8K
|
11.5K
$691K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
376+ 20.04% |
$19.3K - $23.3K
|
2.25K
$135K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
363New |
$18.6K - $22.5K
|
363
$21.8K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
356New |
$18.2K - $22K
|
356
$21.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
356+ 8.39% |
$18.2K - $22K
|
4.6K
$276K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
301+ 1.92% |
$15.4K - $18.6K
|
16K
$961K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
294+ 3.35% |
$15.1K - $18.2K
|
9.08K
$545K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
250+ 198.41% |
$12.8K - $15.5K
|
376
$22.6K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
220New |
$11.3K - $13.6K
|
220
$13.2K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
195+ 3.3% |
$9.99K - $12.1K
|
6.1K
$366K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
189+ 5.36% |
$9.68K - $11.7K
|
3.71K
$223K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
185+ 0.95% |
$9.47K - $11.5K
|
19.6K
$1.18M
|