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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$258 - $301
|
4.05K
$268K
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
4+ 0.13% |
$258 - $301
|
3.06K
$202K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3+ 0.03% |
$194 - $226
|
9.18K
$607K
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
2+ 0.03% |
$129 - $151
|
6.13K
$405K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.02% |
$129 - $151
|
13.2K
$872K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.55% |
$64.6 - $75.3
|
182
$12K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.03% |
$64.6 - $75.3
|
3.4K
$225K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.24% |
$64.6 - $75.3
|
423
$28K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.08% |
$64.6 - $75.3
|
1.32K
$87.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.19% |
$64.6 - $75.3
|
536
$35.5K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.02% |
$64.6 - $75.3
|
99
$6.55K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.09% |
$64.6 - $75.3
|
1.17K
$77.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.53% |
$64.6 - $75.3
|
189
$12.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$64.6 - $75.3
|
31.1K
$2.06M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1- 0.05% |
$64.6 - $75.3
|
1.86K
$123K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2- 0.05% |
$129 - $151
|
3.71K
$246K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-8- 2.23% |
$517 - $603
|
350
$23.2K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8- 44.44% |
$517 - $603
|
10
$662
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14- 0.36% |
$904 - $1.05K
|
3.89K
$258K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-22- 0.48% |
$1.42K - $1.66K
|
4.54K
$300K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-23- 1.23% |
$1.49K - $1.73K
|
1.85K
$122K
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-29- 1.04% |
$1.87K - $2.18K
|
2.76K
$183K
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-31- 0.16% |
$2K - $2.33K
|
19.9K
$1.31M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-32Closed |
$2.07K - $2.41K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33- 0.49% |
$2.13K - $2.49K
|
6.73K
$445K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-34- 0.04% |
$2.2K - $2.56K
|
96.2K
$6.36M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-36- 3.54% |
$2.32K - $2.71K
|
982
$65K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 0.43% |
$3.23K - $3.77K
|
11.5K
$759K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-52- 0.54% |
$3.36K - $3.92K
|
9.63K
$637K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-52- 0.22% |
$3.36K - $3.92K
|
23.7K
$1.57M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-65Closed |
$4.2K - $4.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-71- 1.13% |
$4.58K - $5.35K
|
6.2K
$410K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-72Closed |
$4.65K - $5.42K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-78- 1.59% |
$5.04K - $5.87K
|
4.81K
$318K
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-86- 2.17% |
$5.55K - $6.48K
|
3.88K
$257K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-90- 0.05% |
$5.81K - $6.78K
|
171K
$11.3M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-90- 0.05% |
$5.81K - $6.78K
|
171K
$11.3M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 2.97% |
$6.46K - $7.53K
|
3.27K
$216K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 22.12% |
$6.46K - $7.53K
|
352
$23.3K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-100- 1.71% |
$6.46K - $7.53K
|
5.74K
$380K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-108- 0.33% |
$6.97K - $8.13K
|
32.5K
$2.15M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-113- 3.28% |
$7.3K - $8.51K
|
3.33K
$221K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-121- 68.36% |
$7.81K - $9.11K
|
56
$3.7K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-143- 4.73% |
$9.23K - $10.8K
|
2.88K
$190K
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-150- 15.27% |
$9.69K - $11.3K
|
832
$55K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
SELL
|
- |
-156Closed |
$10.1K - $11.7K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-158- 0.94% |
$10.2K - $11.9K
|
16.7K
$1.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-163- 2.89% |
$10.5K - $12.3K
|
5.48K
$362K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-164- 4.16% |
$10.6K - $12.4K
|
3.78K
$250K
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-174- 4.43% |
$11.2K - $13.1K
|
3.75K
$248K
|