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
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-120- 21.05% |
$6.15K - $7.43K
|
450
$27K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-134- 1.82% |
$6.86K - $8.3K
|
7.25K
$435K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-136- 1.95% |
$6.96K - $8.42K
|
6.84K
$410K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-191- 2.04% |
$9.78K - $11.8K
|
9.16K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-218- 5.42% |
$11.2K - $13.5K
|
3.8K
$228K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-230- 69.7% |
$11.8K - $14.2K
|
100
$6K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-242- 0.8% |
$12.4K - $15K
|
29.8K
$1.79M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-243- 2.91% |
$12.4K - $15K
|
8.12K
$487K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-265- 0.73% |
$13.6K - $16.4K
|
35.8K
$2.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-270- 4.45% |
$13.8K - $16.7K
|
5.8K
$348K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-279- 3.39% |
$14.3K - $17.3K
|
7.96K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-287- 6.26% |
$14.7K - $17.8K
|
4.3K
$258K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-314- 4.78% |
$16.1K - $19.4K
|
6.25K
$375K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-350- 42.07% |
$17.9K - $21.7K
|
482
$28.9K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-375- 2.31% |
$19.2K - $23.2K
|
15.9K
$952K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-375- 34.79% |
$19.2K - $23.2K
|
703
$42.2K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-395- 8.45% |
$20.2K - $24.5K
|
4.28K
$257K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-430- 3.7% |
$22K - $26.6K
|
11.2K
$673K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-433- 7.0% |
$22.2K - $26.8K
|
5.76K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-494- 2.77% |
$25.3K - $30.6K
|
17.3K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-500- 7.91% |
$25.6K - $31K
|
5.82K
$349K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-517- 12.52% |
$26.5K - $32K
|
3.61K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-552- 94.36% |
$28.3K - $34.2K
|
33
$1.98K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-569- 2.47% |
$29.1K - $35.2K
|
22.5K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-618- 46.82% |
$31.6K - $38.3K
|
702
$42.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
SELL
|
- |
-626- 2.78% |
$32.1K - $38.8K
|
21.9K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-626- 8.85% |
$32.1K - $38.8K
|
6.45K
$387K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-628- 3.08% |
$32.2K - $38.9K
|
19.8K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-736- 0.71% |
$37.7K - $45.6K
|
103K
$6.21M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-745- 4.4% |
$38.2K - $46.1K
|
16.2K
$973K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-762- 3.45% |
$39K - $47.2K
|
21.3K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-811- 9.16% |
$41.5K - $50.2K
|
8.05K
$483K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-816- 9.27% |
$41.8K - $50.5K
|
7.98K
$479K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-868- 3.82% |
$44.5K - $53.7K
|
21.9K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-892- 1.6% |
$45.7K - $55.2K
|
55K
$3.3M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-960- 12.35% |
$49.2K - $59.4K
|
6.81K
$409K
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-961- 4.14% |
$49.2K - $59.5K
|
22.2K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.34K- 12.92% |
$68.4K - $82.6K
|
9K
$540K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.41K- 1.67% |
$72K - $87K
|
82.7K
$4.96M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.41K- 7.86% |
$72K - $87K
|
16.5K
$990K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 4.04% |
$72.9K - $88.1K
|
33.8K
$2.03M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.56K- 65.68% |
$79.7K - $96.3K
|
813
$48.8K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.58K- 23.71% |
$81.1K - $98K
|
5.09K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.63K- 42.96% |
$83.2K - $101K
|
2.16K
$130K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.75K- 30.5% |
$89.8K - $109K
|
3.99K
$240K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.77K- 6.59% |
$90.4K - $109K
|
25K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.35K- 28.1% |
$120K - $145K
|
6.01K
$361K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.56K- 6.48% |
$131K - $159K
|
37K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.7K- 16.51% |
$138K - $167K
|
13.6K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.85K- 10.86% |
$146K - $176K
|
23.3K
$1.4M
|