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 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.42K- 15.41% |
$177K - $191K
|
18.8K
$1.13M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.7KClosed |
$192K - $206K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.99K- 0.7% |
$207K - $222K
|
563K
$33.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.18K- 17.32% |
$217K - $233K
|
20K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.49K- 8.02% |
$233K - $250K
|
51.5K
$3.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-5.08K- 23.68% |
$263K - $283K
|
16.4K
$983K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.26K- 9.74% |
$273K - $293K
|
48.8K
$2.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-5.3K- 22.83% |
$275K - $295K
|
17.9K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.51K- 28.49% |
$286K - $307K
|
13.8K
$830K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-5.96K- 40.42% |
$309K - $332K
|
8.78K
$527K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6.46K- 81.15% |
$335K - $360K
|
1.5K
$90.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.83K- 30.61% |
$354K - $380K
|
15.5K
$929K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.91K- 1.16% |
$358K - $385K
|
591K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.16K- 23.99% |
$371K - $399K
|
22.7K
$1.36M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.97K- 4.4% |
$413K - $444K
|
173K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.36K- 15.21% |
$433K - $466K
|
46.6K
$2.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.48K- 2.36% |
$439K - $472K
|
351K
$21.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-10.1K- 12.29% |
$524K - $563K
|
72.2K
$4.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.2K- 6.4% |
$581K - $625K
|
164K
$9.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.1K- 5.85% |
$628K - $675K
|
195K
$11.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.9K- 1.95% |
$669K - $720K
|
648K
$38.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.2K- 7.31% |
$686K - $737K
|
168K
$10.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.3K- 12.78% |
$739K - $795K
|
97.3K
$5.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.3K- 18.14% |
$740K - $796K
|
64.4K
$3.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-15.4K- 15.31% |
$800K - $860K
|
85.4K
$5.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-16.4K- 85.41% |
$850K - $914K
|
2.8K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.5K- 8.44% |
$854K - $918K
|
179K
$10.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-17.8K- 7.28% |
$922K - $992K
|
227K
$13.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-21.8K- 76.81% |
$1.13M - $1.22M
|
6.59K
$396K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-22.3K- 5.19% |
$1.16M - $1.24M
|
408K
$24.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.4K- 10.95% |
$1.26M - $1.36M
|
198K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-46.3K- 18.62% |
$2.4M - $2.58M
|
202K
$12.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-47.7K- 11.52% |
$2.47M - $2.66M
|
366K
$22M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-51.6K- 39.15% |
$2.68M - $2.88M
|
80.2K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.6K- 4.67% |
$2.78M - $2.99M
|
1.09M
$65.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-57.9K- 17.34% |
$3M - $3.23M
|
276K
$16.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.9K- 12.29% |
$3M - $3.23M
|
413K
$24.8M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-91.2K- 72.71% |
$4.73M - $5.08M
|
34.2K
$2.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-120K- 32.16% |
$6.24M - $6.71M
|
254K
$15.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-163K- 89.76% |
$8.46M - $9.1M
|
18.6K
$1.12M
|