Purchases and Sales Made in Q1 2022 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
454+ 1.81% |
$29.3K - $34.2K
|
25.5K
$1.7M
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
452New |
$29.2K - $34K
|
452
$30.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
444+ 0.89% |
$28.7K - $33.4K
|
50.2K
$3.34M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
444New |
$28.7K - $33.4K
|
444
$29.6K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
419+ 37.31% |
$27.1K - $31.6K
|
1.54K
$103K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
411+ 13.25% |
$26.5K - $31K
|
3.51K
$234K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
377New |
$24.3K - $28.4K
|
377
$25.1K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
370+ 168.18% |
$23.9K - $27.9K
|
590
$39.3K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
366+ 1.54% |
$23.6K - $27.6K
|
24.1K
$1.61M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
362+ 1.05% |
$23.4K - $27.3K
|
34.8K
$2.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
357+ 3.71% |
$23.1K - $26.9K
|
9.98K
$665K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
347+ 0.41% |
$22.4K - $26.1K
|
85.9K
$5.72M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
330+ 11.84% |
$21.3K - $24.9K
|
3.12K
$208K
|
|
|
Apr 21, 2022
Q1 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
318+ 0.26% |
$20.5K - $24K
|
125K
$8.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
299+ 1.51% |
$19.3K - $22.5K
|
20.1K
$1.34M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
268+ 2.72% |
$17.3K - $20.2K
|
10.1K
$675K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
264New |
$17K - $19.9K
|
264
$17.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
258+ 0.63% |
$16.7K - $19.4K
|
41K
$2.73M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
258+ 4.48% |
$16.7K - $19.4K
|
6.02K
$401K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
230+ 4.66% |
$14.9K - $17.3K
|
5.16K
$344K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
221+ 4.28% |
$14.3K - $16.6K
|
5.38K
$359K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
204+ 5.73% |
$13.2K - $15.4K
|
3.77K
$251K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
199+ 4.31% |
$12.8K - $15K
|
4.82K
$321K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
196+ 3.53% |
$12.7K - $14.8K
|
5.75K
$383K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
196+ 2.64% |
$12.7K - $14.8K
|
7.63K
$508K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
180+ 1.34% |
$11.6K - $13.6K
|
13.6K
$908K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
176+ 5.17% |
$11.4K - $13.3K
|
3.58K
$239K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
154+ 0.88% |
$9.94K - $11.6K
|
17.6K
$1.17M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
105+ 0.47% |
$6.78K - $7.91K
|
22.6K
$1.5M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
102+ 1.55% |
$6.59K - $7.68K
|
6.69K
$445K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
101+ 22.44% |
$6.52K - $7.61K
|
551
$36.7K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 28.41% |
$6.46K - $7.53K
|
452
$30.1K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
76+ 2.12% |
$4.91K - $5.72K
|
3.66K
$244K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
71+ 2.46% |
$4.58K - $5.35K
|
2.96K
$197K
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
49+ 0.58% |
$3.16K - $3.69K
|
8.55K
$570K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
47+ 2.85% |
$3.03K - $3.54K
|
1.7K
$113K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
40+ 0.28% |
$2.58K - $3.01K
|
14.3K
$951K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
32+ 0.16% |
$2.07K - $2.41K
|
20.2K
$1.34M
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
30+ 7.01% |
$1.94K - $2.26K
|
458
$30.5K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
24New |
$1.55K - $1.81K
|
24
$1.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
BUY
|
- |
19+ 0.2% |
$1.23K - $1.43K
|
9.48K
$631K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
18+ 200.0% |
$1.16K - $1.36K
|
27
$1.8K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18+ 0.55% |
$1.16K - $1.36K
|
3.31K
$220K
|
|
|
May 03, 2022
Q1 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
17+ 0.31% |
$1.1K - $1.28K
|
5.5K
$366K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
15+ 0.32% |
$969 - $1.13K
|
4.75K
$316K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
14+ 0.27% |
$904 - $1.05K
|
5.2K
$347K
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
12+ 0.21% |
$775 - $904
|
5.72K
$381K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11+ 0.22% |
$710 - $829
|
4.98K
$332K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.05% |
$581 - $678
|
19.1K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5New |
$323 - $377
|
5
$333
|