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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-100- 1.09% |
$6.54K - $7.17K
|
9.04K
$543K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-105- 1.92% |
$6.87K - $7.53K
|
5.38K
$323K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-110- 63.22% |
$7.2K - $7.89K
|
64
$3.84K
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-119- 2.86% |
$7.78K - $8.53K
|
4.05K
$243K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-119- 20.91% |
$7.78K - $8.53K
|
450
$27K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-122Closed |
$7.98K - $8.75K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-124- 2.55% |
$8.11K - $8.89K
|
4.73K
$284K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-125- 2.8% |
$8.18K - $8.96K
|
4.34K
$261K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-139- 1.39% |
$9.09K - $9.97K
|
9.83K
$590K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-143- 7.34% |
$9.36K - $10.3K
|
1.81K
$108K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-144- 17.31% |
$9.42K - $10.3K
|
688
$41.3K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-145- 2.39% |
$9.49K - $10.4K
|
5.92K
$355K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-147- 1.93% |
$9.62K - $10.5K
|
7.47K
$448K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-150- 1.1% |
$9.81K - $10.8K
|
13.5K
$808K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-151- 37.66% |
$9.88K - $10.8K
|
250
$15K
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-155- 2.24% |
$10.1K - $11.1K
|
6.78K
$407K
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-157Closed |
$10.3K - $11.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-158- 0.72% |
$10.3K - $11.3K
|
21.7K
$1.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-159- 12.1% |
$10.4K - $11.4K
|
1.16K
$69.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-170- 2.13% |
$11.1K - $12.2K
|
7.8K
$468K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-175- 0.53% |
$11.4K - $12.5K
|
32.8K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-175- 0.43% |
$11.4K - $12.5K
|
40.2K
$2.41M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-180- 0.44% |
$11.8K - $12.9K
|
40.4K
$2.43M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-185- 9.96% |
$12.1K - $13.3K
|
1.67K
$100K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-191- 0.87% |
$12.5K - $13.7K
|
21.8K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-211- 1.05% |
$13.8K - $15.1K
|
19.9K
$1.19M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-219- 0.24% |
$14.3K - $15.7K
|
92.7K
$5.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-238Closed |
$15.6K - $17.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-240- 6.1% |
$15.7K - $17.2K
|
3.69K
$222K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-278- 50.0% |
$18.2K - $19.9K
|
278
$16.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-278- 5.77% |
$18.2K - $19.9K
|
4.54K
$273K
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-285- 3.45% |
$18.6K - $20.4K
|
7.97K
$479K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-288- 2.79% |
$18.8K - $20.7K
|
10K
$602K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-289- 1.2% |
$18.9K - $20.7K
|
23.8K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-290- 2.03% |
$19K - $20.8K
|
14K
$841K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-298- 1.29% |
$19.5K - $21.4K
|
22.8K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-300- 0.36% |
$19.6K - $21.5K
|
83.7K
$5.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-302- 4.13% |
$19.8K - $21.7K
|
7.02K
$421K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-304- 1.03% |
$19.9K - $21.8K
|
29.1K
$1.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-306- 6.28% |
$20K - $21.9K
|
4.57K
$274K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-350- 26.28% |
$22.9K - $25.1K
|
982
$59K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-382- 6.79% |
$25K - $27.4K
|
5.25K
$315K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-392- 9.84% |
$25.6K - $28.1K
|
3.59K
$216K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-430- 0.32% |
$28.1K - $30.8K
|
135K
$8.08M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-500- 9.56% |
$32.7K - $35.9K
|
4.73K
$284K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-522Closed |
$34.1K - $37.4K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-524- 1.22% |
$34.3K - $37.6K
|
42.5K
$2.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-536- 0.22% |
$35.1K - $38.4K
|
240K
$14.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-595- 4.62% |
$38.9K - $42.7K
|
12.3K
$737K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-715- 5.99% |
$46.8K - $51.3K
|
11.2K
$673K
|