Purchases and Sales Made in Q2 2023 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
224K+ 79.8% |
$11.6M - $12.5M
|
505K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
90.8K+ 564.8% |
$4.7M - $5.06M
|
107K
$6.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.8K+ 4.48% |
$3.57M - $3.84M
|
1.6M
$97.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
62.5K+ 4.14% |
$3.24M - $3.48M
|
1.57M
$95.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
61.9K+ 3.11% |
$3.21M - $3.45M
|
2.05M
$124M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
BUY
|
- |
52.4K+ 74.22% |
$2.71M - $2.92M
|
123K
$7.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
39.7K+ 22.72% |
$2.06M - $2.21M
|
214K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.4K+ 86.87% |
$1.88M - $2.03M
|
78.2K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.3K+ 1.55% |
$1.67M - $1.8M
|
2.11M
$128M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.9K+ 40.18% |
$1.55M - $1.67M
|
104K
$6.32M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.9K+ 40.18% |
$1.55M - $1.67M
|
104K
$6.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.7K+ 8.11% |
$1.44M - $1.54M
|
370K
$22.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.5K+ 6.54% |
$1.37M - $1.48M
|
431K
$26.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.1K+ 3.56% |
$1.35M - $1.45M
|
758K
$45.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23.9K+ 30.19% |
$1.24M - $1.33M
|
103K
$6.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.8KNew |
$1.18M - $1.27M
|
22.8K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 6.96% |
$1.16M - $1.25M
|
344K
$20.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 18.31% |
$953K - $1.02M
|
119K
$7.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9KNew |
$928K - $998K
|
17.9K
$1.08M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17.5K+ 777.09% |
$907K - $975K
|
19.8K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
17.4K+ 5.03% |
$901K - $969K
|
364K
$22M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.3K+ 3.98% |
$793K - $852K
|
399K
$24.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
14.7K+ 2307.56% |
$759K - $817K
|
15.3K
$926K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1KNew |
$730K - $785K
|
14.1K
$853K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13KNew |
$672K - $723K
|
13K
$785K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
12.6K+ 8.63% |
$655K - $705K
|
159K
$9.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
11.6K+ 6.99% |
$603K - $648K
|
178K
$10.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 40.52% |
$588K - $633K
|
39.4K
$2.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
9.53KNew |
$494K - $531K
|
9.53K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.37K+ 194.64% |
$486K - $522K
|
14.2K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9KNew |
$466K - $502K
|
9K
$545K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.06K+ 16.93% |
$417K - $449K
|
55.7K
$3.37M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.86K+ 54.87% |
$408K - $438K
|
22.2K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.41K+ 63.13% |
$384K - $413K
|
19.2K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.74KNew |
$349K - $375K
|
6.74K
$408K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.6KNew |
$342K - $368K
|
6.6K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
6.29K+ 10.47% |
$326K - $351K
|
66.3K
$4.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.02K+ 6.42% |
$312K - $336K
|
99.8K
$6.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.91K+ 20.67% |
$306K - $329K
|
34.5K
$2.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
5.86KNew |
$304K - $327K
|
5.86K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
4.9KNew |
$254K - $273K
|
4.9K
$297K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.83KNew |
$250K - $269K
|
4.83K
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
4.1K+ 2810.27% |
$213K - $229K
|
4.25K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.09K+ 581.22% |
$212K - $228K
|
4.79K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.47K+ 2.44% |
$180K - $193K
|
146K
$8.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.36K+ 1.89% |
$174K - $187K
|
181K
$11M
|
|
|
Jul 17, 2023
Q2 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.14K+ 2.45% |
$163K - $175K
|
131K
$7.96M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.85K+ 7.12% |
$148K - $159K
|
42.8K
$2.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.83KNew |
$147K - $158K
|
2.83K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.81K+ 31.99% |
$146K - $157K
|
11.6K
$702K
|