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 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-760- 8.35% |
$49.7K - $54.5K
|
8.34K
$501K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-776- 2.01% |
$50.8K - $55.6K
|
37.8K
$2.27M
|
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-783- 1.65% |
$51.2K - $56.1K
|
46.6K
$2.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-821- 2.15% |
$53.7K - $58.9K
|
37.4K
$2.25M
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-889- 15.86% |
$58.2K - $63.8K
|
4.72K
$283K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-899- 12.84% |
$58.8K - $64.5K
|
6.1K
$366K
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-921- 0.62% |
$60.3K - $66K
|
148K
$8.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-959- 8.46% |
$62.7K - $68.8K
|
10.4K
$623K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-987- 0.95% |
$64.6K - $70.8K
|
103K
$6.16M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 35.96% |
$67.2K - $73.6K
|
1.83K
$110K
|
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.07K- 9.55% |
$70.3K - $77K
|
10.2K
$611K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.19K- 7.75% |
$77.5K - $85K
|
14.1K
$847K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.23K- 3.25% |
$80.5K - $88.2K
|
36.7K
$2.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.25K- 1.24% |
$82K - $89.9K
|
99.8K
$5.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.26K- 7.47% |
$82.4K - $90.3K
|
15.6K
$937K
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.26K- 5.02% |
$82.4K - $90.4K
|
23.9K
$1.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-1.3K- 15.19% |
$85.2K - $93.4K
|
7.28K
$437K
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.31K- 13.87% |
$85.7K - $93.9K
|
8.14K
$489K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.44K- 16.64% |
$94.3K - $103K
|
7.23K
$434K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.48K- 71.32% |
$97K - $106K
|
596
$35.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.57K- 55.3% |
$103K - $113K
|
1.27K
$76.1K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.61K- 4.07% |
$105K - $115K
|
37.9K
$2.28M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.79K- 1.04% |
$117K - $129K
|
170K
$10.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.79K- 1.04% |
$117K - $129K
|
170K
$10.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.27K- 7.89% |
$149K - $163K
|
26.5K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.46K- 10.97% |
$161K - $176K
|
19.9K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.49K- 8.43% |
$163K - $179K
|
27.1K
$1.62M
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-2.71K- 35.83% |
$177K - $194K
|
4.85K
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.74K- 2.2% |
$179K - $196K
|
122K
$7.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.82K- 20.18% |
$184K - $202K
|
11.1K
$669K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.14KClosed |
$205K - $225K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.28K- 15.29% |
$214K - $235K
|
18.2K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.34KClosed |
$218K - $239K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.76KClosed |
$246K - $270K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-3.84KClosed |
$251K - $275K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.85KClosed |
$252K - $276K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.38K- 49.74% |
$286K - $314K
|
4.42K
$266K
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.39K- 7.08% |
$287K - $314K
|
57.5K
$3.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.9K- 40.54% |
$321K - $351K
|
7.19K
$432K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4.92K- 39.97% |
$322K - $353K
|
7.39K
$444K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-5.12K- 8.9% |
$335K - $367K
|
52.4K
$3.15M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.25K- 8.5% |
$343K - $376K
|
56.5K
$3.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.46K- 2.24% |
$357K - $392K
|
238K
$14.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-6.17K- 1.51% |
$404K - $443K
|
402K
$24.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.72KClosed |
$440K - $482K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.92K- 23.38% |
$452K - $496K
|
22.7K
$1.36M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.34K- 1.84% |
$546K - $598K
|
444K
$26.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.8K- 81.21% |
$771K - $845K
|
2.73K
$164K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.4KClosed |
$877K - $961K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.3K- 4.75% |
$1M - $1.1M
|
306K
$18.4M
|