Purchases and Sales Made in Q3 2021 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.1MNew |
$72.2M - $79.1M
|
1.1M
$66.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
978K+ 267.94% |
$64M - $70.2M
|
1.34M
$81.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
480KNew |
$31.4M - $34.4M
|
480K
$29.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
337KNew |
$22M - $24.2M
|
337K
$20.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
181K+ 126.54% |
$11.9M - $13M
|
324K
$19.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127K+ 33.44% |
$8.32M - $9.12M
|
507K
$30.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123K+ 47.02% |
$8.06M - $8.84M
|
385K
$23.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110KNew |
$7.18M - $7.87M
|
110K
$6.64M
|
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
90K+ 194.24% |
$5.89M - $6.46M
|
136K
$8.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.2K+ 6.87% |
$5.83M - $6.39M
|
1.39M
$84M
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
82.4KNew |
$5.39M - $5.91M
|
82.4K
$4.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.9K+ 7.61% |
$5.36M - $5.88M
|
1.16M
$70.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
55.3K+ 581.09% |
$3.62M - $3.96M
|
64.8K
$3.92M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
49.9K+ 20.96% |
$3.27M - $3.58M
|
288K
$17.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
46K+ 170.37% |
$3.01M - $3.3M
|
73K
$4.42M
|
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
42.2KNew |
$2.76M - $3.02M
|
42.2K
$2.55M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
35.9KNew |
$2.35M - $2.58M
|
35.9K
$2.17M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
35.8KNew |
$2.34M - $2.57M
|
35.8K
$2.17M
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
BUY
|
- |
34.8K+ 59.32% |
$2.28M - $2.5M
|
93.5K
$5.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.8KNew |
$1.95M - $2.14M
|
29.8K
$1.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
27.3KNew |
$1.78M - $1.95M
|
27.3K
$1.65M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
25K+ 5.2% |
$1.64M - $1.79M
|
506K
$30.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.5K+ 6.67% |
$1.54M - $1.68M
|
375K
$22.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
22.8K+ 7.7% |
$1.49M - $1.63M
|
318K
$19.3M
|
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
22.6K+ 75.4% |
$1.48M - $1.62M
|
52.5K
$3.18M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
21.8K+ 10.14% |
$1.42M - $1.56M
|
237K
$14.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
19.3KNew |
$1.26M - $1.39M
|
19.3K
$1.17M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
18.9K+ 3.18% |
$1.23M - $1.35M
|
611K
$37M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17.8K+ 3.16% |
$1.16M - $1.28M
|
582K
$35.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
15.6K+ 11.23% |
$1.02M - $1.12M
|
154K
$9.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.8K+ 7.04% |
$969K - $1.06M
|
225K
$13.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
14.6K+ 39.91% |
$955K - $1.05M
|
51.2K
$3.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.6K+ 820.92% |
$952K - $1.04M
|
16.3K
$989K
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.9KNew |
$776K - $851K
|
11.9K
$719K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
11.6K+ 216.69% |
$759K - $832K
|
16.9K
$1.03M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$748K - $820K
|
11.4K
$693K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 4.91% |
$703K - $771K
|
230K
$13.9M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 57.51% |
$675K - $740K
|
28.3K
$1.71M
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
9.32K+ 17.93% |
$610K - $668K
|
61.3K
$3.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.7K+ 35.78% |
$569K - $624K
|
33K
$2M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
8.56K+ 13.16% |
$560K - $614K
|
73.6K
$4.46M
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.99K+ 2.81% |
$457K - $501K
|
256K
$15.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.6K+ 17.13% |
$431K - $473K
|
45.1K
$2.73M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.53K+ 8.79% |
$427K - $468K
|
80.9K
$4.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$426K - $467K
|
6.51K
$394K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.77K+ 124.07% |
$378K - $414K
|
10.4K
$631K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.15K+ 64.39% |
$337K - $369K
|
13.1K
$796K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.86K+ 3.23% |
$318K - $348K
|
155K
$9.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.49K+ 22.05% |
$294K - $322K
|
24.9K
$1.51M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.42KNew |
$289K - $317K
|
4.42K
$267K
|