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 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
396+ 0.53% |
$25.9K - $28.4K
|
74.7K
$4.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
341New |
$22.3K - $24.5K
|
341
$20.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
314+ 4.11% |
$20.5K - $22.5K
|
7.95K
$477K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
308+ 3.1% |
$20.1K - $22.1K
|
10.2K
$614K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
300+ 71.09% |
$19.6K - $21.5K
|
722
$43.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
268+ 3.66% |
$17.5K - $19.2K
|
7.59K
$455K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
252+ 2.28% |
$16.5K - $18.1K
|
11.3K
$678K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
250+ 1.26% |
$16.4K - $17.9K
|
20.1K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
202+ 3.05% |
$13.2K - $14.5K
|
6.82K
$410K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
192+ 0.68% |
$12.6K - $13.8K
|
28.5K
$1.71M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
162+ 4.22% |
$10.6K - $11.6K
|
4K
$240K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
154+ 1.41% |
$10.1K - $11K
|
11.1K
$666K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
148+ 2.83% |
$9.68K - $10.6K
|
5.38K
$323K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
120+ 19.67% |
$7.85K - $8.61K
|
730
$43.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
118+ 0.58% |
$7.72K - $8.46K
|
20.6K
$1.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
108+ 180.0% |
$7.07K - $7.74K
|
168
$10.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
107+ 26.75% |
$7K - $7.67K
|
507
$30.4K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
102New |
$6.67K - $7.31K
|
102
$6.12K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
79+ 0.16% |
$5.17K - $5.67K
|
49.9K
$3M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
77+ 0.72% |
$5.04K - $5.52K
|
10.8K
$645K
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
71+ 0.27% |
$4.64K - $5.09K
|
26K
$1.56M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
65New |
$4.25K - $4.66K
|
65
$3.9K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
42+ 3.58% |
$2.75K - $3.01K
|
1.22K
$73K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28+ 0.24% |
$1.83K - $2.01K
|
11.6K
$696K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
20+ 0.2% |
$1.31K - $1.43K
|
9.97K
$599K
|
|
|
Nov 08, 2021
Q3 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
18+ 0.33% |
$1.18K - $1.29K
|
5.44K
$326K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12+ 0.24% |
$785 - $861
|
4.94K
$297K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
11+ 0.31% |
$720 - $789
|
3.53K
$212K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6+ 0.12% |
$393 - $430
|
4.95K
$297K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.24% |
$262 - $287
|
1.64K
$98.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
3+ 0.05% |
$196 - $215
|
6.15K
$369K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.03% |
$65.4 - $71.7
|
98
$5.88K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1Closed |
$65.4 - $71.7
|
0
$0
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3- 0.02% |
$196 - $215
|
19.3K
$1.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-9- 0.79% |
$589 - $645
|
1.13K
$67.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
SELL
|
- |
-9- 0.23% |
$589 - $645
|
3.87K
$232K
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-19- 0.07% |
$1.24K - $1.36K
|
28.8K
$1.73M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-20- 0.33% |
$1.31K - $1.43K
|
5.97K
$359K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30- 6.33% |
$1.96K - $2.15K
|
444
$26.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.46% |
$1.96K - $2.15K
|
6.43K
$386K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-59- 0.25% |
$3.86K - $4.23K
|
23.6K
$1.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-60- 0.95% |
$3.93K - $4.3K
|
6.26K
$376K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-63- 1.47% |
$4.12K - $4.52K
|
4.22K
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-65- 2.05% |
$4.25K - $4.66K
|
3.1K
$186K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-71- 0.34% |
$4.64K - $5.09K
|
20.7K
$1.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-72Closed |
$4.71K - $5.16K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-81- 1.89% |
$5.3K - $5.81K
|
4.2K
$252K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-97- 4.95% |
$6.35K - $6.96K
|
1.86K
$112K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-100- 0.51% |
$6.54K - $7.17K
|
19.6K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 22.12% |
$6.54K - $7.17K
|
352
$21.1K
|