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 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146+ 0.52% |
$7.48K - $9.04K
|
28K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
123+ 0.43% |
$6.3K - $7.61K
|
28.6K
$1.72M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
BUY
|
- |
121+ 0.43% |
$6.2K - $7.49K
|
28.4K
$1.71M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
116New |
$5.94K - $7.18K
|
116
$6.96K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
101+ 1.74% |
$5.17K - $6.25K
|
5.91K
$355K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$5.12K - $6.19K
|
100
$6K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
87+ 2.41% |
$4.46K - $5.39K
|
3.69K
$222K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 0.58% |
$4.3K - $5.2K
|
14.6K
$876K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
60+ 0.23% |
$3.07K - $3.71K
|
26.2K
$1.57M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54+ 0.38% |
$2.77K - $3.34K
|
14.3K
$861K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
51+ 0.35% |
$2.61K - $3.16K
|
14.5K
$873K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46New |
$2.36K - $2.85K
|
46
$2.76K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
43New |
$2.2K - $2.66K
|
43
$2.58K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
42+ 0.79% |
$2.15K - $2.6K
|
5.33K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40New |
$2.05K - $2.48K
|
40
$2.4K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
39+ 0.51% |
$2K - $2.41K
|
7.7K
$462K
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
32+ 0.33% |
$1.64K - $1.98K
|
9.65K
$579K
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
28+ 0.5% |
$1.43K - $1.73K
|
5.65K
$339K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26New |
$1.33K - $1.61K
|
26
$1.56K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.21% |
$1.02K - $1.24K
|
9.75K
$585K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.02K - $1.24K
|
20
$1.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
19+ 0.09% |
$973 - $1.18K
|
21.4K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
19+ 0.47% |
$973 - $1.18K
|
4.08K
$245K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16New |
$819 - $991
|
16
$961
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.08% |
$768 - $929
|
19.2K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 0.39% |
$768 - $929
|
3.86K
$232K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 0.5% |
$666 - $805
|
2.63K
$158K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$358 - $433
|
4.03K
$242K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.16% |
$307 - $371
|
3.85K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.32% |
$256 - $310
|
1.56K
$93.8K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$154 - $186
|
19.7K
$1.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.15% |
$102 - $124
|
1.33K
$79.7K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.46% |
$102 - $124
|
435
$26.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.47% |
$102 - $124
|
429
$25.8K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.03% |
$51.2 - $61.9
|
3.75K
$225K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.54% |
$51.2 - $61.9
|
187
$11.2K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 16.67% |
$51.2 - $61.9
|
5
$300
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2- 0.02% |
$102 - $124
|
12.4K
$742K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-16- 0.15% |
$819 - $991
|
11K
$658K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-33- 8.19% |
$1.69K - $2.04K
|
370
$22.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-41- 0.95% |
$2.1K - $2.54K
|
4.26K
$255K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-70- 29.66% |
$3.58K - $4.33K
|
166
$9.97K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-73- 0.27% |
$3.74K - $4.52K
|
26.6K
$1.6M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-77- 1.48% |
$3.94K - $4.77K
|
5.14K
$309K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-79- 8.61% |
$4.05K - $4.89K
|
839
$50.4K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-80- 7.8% |
$4.1K - $4.95K
|
945
$56.7K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-99- 1.96% |
$5.07K - $6.13K
|
4.95K
$297K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-100- 7.27% |
$5.12K - $6.19K
|
1.28K
$76.6K
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-109- 0.45% |
$5.58K - $6.75K
|
24.2K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-114- 1.42% |
$5.84K - $7.06K
|
7.91K
$475K
|