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
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3K- 5.68% |
$153K - $186K
|
49.7K
$2.99M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.2K- 1.79% |
$164K - $198K
|
175K
$10.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.27K- 18.13% |
$167K - $202K
|
14.7K
$885K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.31K- 10.86% |
$170K - $205K
|
27.2K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.4K- 2.87% |
$174K - $210K
|
115K
$6.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.44K- 72.36% |
$176K - $213K
|
1.31K
$78.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.62K- 19.47% |
$185K - $224K
|
15K
$899K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.75K- 17.17% |
$192K - $232K
|
18.1K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.84K- 96.95% |
$197K - $238K
|
121
$7.26K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.96K- 61.93% |
$203K - $245K
|
2.43K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.22K- 3.61% |
$216K - $261K
|
113K
$6.78M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.24K- 15.27% |
$217K - $262K
|
23.5K
$1.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.44K- 16.05% |
$227K - $275K
|
23.2K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.5K- 30.54% |
$231K - $279K
|
10.2K
$615K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.5K- 4.2% |
$282K - $341K
|
125K
$7.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.72K- 23.45% |
$293K - $354K
|
18.7K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.81K- 6.6% |
$298K - $360K
|
82.3K
$4.94M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6.17K- 66.32% |
$316K - $382K
|
3.13K
$188K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.34K- 3.15% |
$325K - $393K
|
195K
$11.7M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.11K- 17.47% |
$364K - $440K
|
33.6K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-7.34K- 92.04% |
$376K - $454K
|
635
$38.1K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.61K- 4.03% |
$389K - $471K
|
181K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.39K- 2.19% |
$429K - $519K
|
374K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.81K- 1.19% |
$451K - $545K
|
732K
$44M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-9.49K- 4.96% |
$486K - $587K
|
182K
$10.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.59K- 2.6% |
$491K - $594K
|
360K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10.6K- 9.53% |
$544K - $658K
|
101K
$6.05M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-10.8K- 64.81% |
$555K - $671K
|
5.88K
$353K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-11.6K- 44.74% |
$594K - $718K
|
14.3K
$860K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12K- 70.82% |
$613K - $742K
|
4.94K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 67.44% |
$626K - $757K
|
5.91K
$355K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-12.3K- 3.56% |
$631K - $763K
|
334K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.4K- 5.28% |
$637K - $770K
|
223K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-13.2K- 5.13% |
$677K - $819K
|
245K
$14.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-16.9K- 3.79% |
$867K - $1.05M
|
430K
$25.8M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-19.5K- 80.19% |
$999K - $1.21M
|
4.82K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-20.4K- 3.3% |
$1.05M - $1.27M
|
598K
$35.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.5K- 4.75% |
$1.2M - $1.46M
|
471K
$28.3M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-23.6K- 83.11% |
$1.21M - $1.46M
|
4.79K
$288K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-24.3K- 8.89% |
$1.24M - $1.5M
|
249K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.6K- 6.24% |
$1.31M - $1.58M
|
384K
$23.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27K- 25.56% |
$1.38M - $1.67M
|
78.7K
$4.73M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-28.3K- 87.05% |
$1.45M - $1.75M
|
4.22K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.6K- 2.43% |
$1.46M - $1.77M
|
1.15M
$68.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-30.5K- 34.1% |
$1.56M - $1.89M
|
58.9K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-31.8K- 96.83% |
$1.63M - $1.97M
|
1.04K
$62.4K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.6K- 28.48% |
$1.92M - $2.33M
|
94.3K
$5.66M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-47.7K- 6.73% |
$2.44M - $2.95M
|
661K
$39.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-48.9K- 26.81% |
$2.5M - $3.03M
|
133K
$8.01M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-52.4K- 8.46% |
$2.68M - $3.25M
|
567K
$34M
|