Purchases and Sales Made in Q2 2025 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q2 2025. 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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44+ 0.2% |
$2.4K - $2.75K
|
21.7K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Verity Wealth Advisors
|
BUY
|
- |
42+ 0.32% |
$2.29K - $2.62K
|
13.1K
$808K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
35+ 0.1% |
$1.91K - $2.19K
|
36.5K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16+ 4.04% |
$873 - $1K
|
412
$25.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 0.45% |
$818 - $937
|
3.32K
$204K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
15New |
$818 - $937
|
15
$923
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
13+ 0.26% |
$709 - $812
|
5.1K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.19% |
$491 - $562
|
4.7K
$289K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.04% |
$436 - $500
|
21K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7+ 0.66% |
$382 - $437
|
1.07K
$65.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 0.18% |
$273 - $312
|
2.81K
$173K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5+ 0.13% |
$273 - $312
|
3.83K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 1.15% |
$218 - $250
|
351
$21.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3+ 0.65% |
$164 - $187
|
463
$28.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.57% |
$164 - $187
|
526
$32.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.14% |
$164 - $187
|
2.14K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.04% |
$109 - $125
|
4.56K
$281K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.0% |
$109 - $125
|
126K
$7.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.5% |
$109 - $125
|
404
$24.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.15% |
$109 - $125
|
1.35K
$82.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$109 - $125
|
386
$23.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.52% |
$109 - $125
|
385
$23.7K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.51% |
$54.6 - $62.5
|
199
$12.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$54.6 - $62.5
|
10.7K
$657K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$54.6 - $62.5
|
15.5K
$954K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.71% |
$54.6 - $62.5
|
142
$8.74K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 0.08% |
$54.6 - $62.5
|
1.28K
$79K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2- 50.0% |
$109 - $125
|
2
$123
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-4- 0.66% |
$218 - $250
|
602
$37K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-18- 0.05% |
$982 - $1.12K
|
40K
$2.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-19- 0.14% |
$1.04K - $1.19K
|
13.5K
$832K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-32- 0.21% |
$1.75K - $2K
|
15.6K
$957K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-45- 0.23% |
$2.46K - $2.81K
|
19.3K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-48- 1.19% |
$2.62K - $3K
|
3.98K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-51- 17.17% |
$2.78K - $3.19K
|
246
$15.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-52- 1.06% |
$2.84K - $3.25K
|
4.83K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-57- 0.89% |
$3.11K - $3.56K
|
6.35K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-58- 0.41% |
$3.16K - $3.62K
|
13.9K
$858K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-75- 20.27% |
$4.09K - $4.69K
|
295
$18.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-75- 0.3% |
$4.09K - $4.69K
|
24.9K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-79- 0.87% |
$4.31K - $4.94K
|
9K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 0.17% |
$4.58K - $5.25K
|
49.9K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-92- 3.67% |
$5.02K - $5.75K
|
2.42K
$149K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-97- 13.07% |
$5.29K - $6.06K
|
645
$39.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-99- 0.69% |
$5.4K - $6.18K
|
14.3K
$879K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-110- 24.55% |
$6K - $6.87K
|
338
$20.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-125- 1.91% |
$6.82K - $7.81K
|
6.42K
$395K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-125- 6.26% |
$6.82K - $7.81K
|
1.87K
$115K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-127- 1.04% |
$6.93K - $7.93K
|
12.1K
$746K
|