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 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.25K- 17.42% |
$80.8K - $94.3K
|
5.94K
$393K
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.33K- 5.45% |
$85.6K - $99.9K
|
23K
$1.52M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.33K- 2.38% |
$85.8K - $100K
|
54.4K
$3.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 3.6% |
$90.3K - $105K
|
37.5K
$2.48M
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.42K- 15.71% |
$91.7K - $107K
|
7.62K
$504K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.43K- 18.32% |
$92.3K - $108K
|
6.37K
$421K
|
|
|
May 16, 2022
Q1 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.45K- 9.22% |
$93.3K - $109K
|
14.2K
$942K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.5K- 0.65% |
$97K - $113K
|
231K
$15.3M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.5K- 81.95% |
$97K - $113K
|
331
$21.9K
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.55K- 3.51% |
$100K - $117K
|
42.6K
$2.82M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-1.69K- 0.6% |
$109K - $127K
|
280K
$18.5M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.7K- 62.29% |
$110K - $128K
|
1.03K
$68K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.85K- 33.82% |
$120K - $140K
|
3.63K
$240K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1.94KClosed |
$125K - $146K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-2.35K- 7.25% |
$152K - $177K
|
30.1K
$1.99M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.44K- 2.01% |
$157K - $183K
|
119K
$7.85M
|
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.55K- 6.82% |
$165K - $192K
|
34.9K
$2.31M
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.6K- 19.85% |
$168K - $196K
|
10.5K
$695K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.63KClosed |
$170K - $198K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.64KClosed |
$171K - $199K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-2.66KClosed |
$172K - $201K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.71KClosed |
$175K - $204K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.71KClosed |
$175K - $204K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.71KClosed |
$175K - $204K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.72KClosed |
$176K - $205K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.76K- 1.72% |
$178K - $208K
|
158K
$10.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.8KClosed |
$181K - $211K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.89KClosed |
$187K - $218K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.02K- 38.94% |
$195K - $227K
|
4.73K
$313K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.07KClosed |
$198K - $231K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.08K- 0.81% |
$199K - $232K
|
378K
$25M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.18KClosed |
$205K - $240K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.22KClosed |
$208K - $242K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.55KClosed |
$229K - $267K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.91K- 49.64% |
$253K - $295K
|
3.97K
$263K
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4.2KClosed |
$271K - $316K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.22KClosed |
$273K - $318K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.26K- 10.49% |
$275K - $321K
|
36.3K
$2.4M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.4K- 0.34% |
$284K - $332K
|
1.3M
$85.8M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.98K- 13.72% |
$322K - $375K
|
31.3K
$2.07M
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-5.16KClosed |
$333K - $389K
|
0
$0
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-5.39K- 12.5% |
$348K - $406K
|
37.8K
$2.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-5.86K- 24.17% |
$378K - $441K
|
18.4K
$1.22M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.17KClosed |
$398K - $465K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-6.35KClosed |
$410K - $478K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-6.54KClosed |
$422K - $492K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-6.96K- 27.03% |
$449K - $524K
|
18.8K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-7.03K- 98.6% |
$454K - $530K
|
100
$6.62K
|
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-7.08KClosed |
$457K - $533K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-7.53K- 3.13% |
$486K - $567K
|
233K
$15.4M
|