Purchases and Sales Made in Q2 2022 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.4K+ 0.34% |
$252K - $328K
|
1.3M
$84.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.2K+ 44.71% |
$241K - $313K
|
13.6K
$882K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
4.12K+ 14.22% |
$236K - $307K
|
33.1K
$2.14M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.04K+ 4.88% |
$231K - $301K
|
86.8K
$5.63M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$231K - $300K
|
4.03K
$261K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.9K+ 9.15% |
$223K - $290K
|
46.5K
$3.02M
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
3.72K+ 8.56% |
$213K - $277K
|
47.1K
$3.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.68KNew |
$211K - $274K
|
3.68K
$239K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.51K+ 107.63% |
$201K - $262K
|
6.78K
$440K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.4KNew |
$195K - $253K
|
3.4K
$221K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.33KNew |
$191K - $248K
|
3.33K
$216K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.05K+ 6.09% |
$175K - $227K
|
53.1K
$3.44M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.93K+ 5.91% |
$168K - $218K
|
52.5K
$3.41M
|
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.69K+ 4.23% |
$154K - $201K
|
66.4K
$4.31M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
2.64K+ 71.58% |
$152K - $197K
|
6.34K
$411K
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.64K+ 7.56% |
$151K - $196K
|
37.5K
$2.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.63K+ 6.97% |
$151K - $196K
|
40.4K
$2.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.59K+ 27.9% |
$148K - $193K
|
11.9K
$770K
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.54K+ 744.28% |
$145K - $189K
|
2.88K
$187K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.5K+ 48.33% |
$143K - $186K
|
7.66K
$497K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.49K+ 34.54% |
$143K - $185K
|
9.7K
$629K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.44K+ 10.12% |
$140K - $182K
|
26.6K
$1.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 31.25% |
$138K - $179K
|
10.1K
$656K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.36K+ 13.01% |
$135K - $176K
|
20.5K
$1.33M
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
2.31K+ 24.18% |
$132K - $172K
|
11.9K
$769K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
2.09K+ 40.55% |
$120K - $156K
|
7.26K
$471K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82KNew |
$104K - $135K
|
1.82K
$118K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.75K+ 11.21% |
$100K - $130K
|
17.4K
$1.13M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.69K+ 16.7% |
$97K - $126K
|
11.8K
$767K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.61K+ 95.78% |
$92.3K - $120K
|
3.29K
$214K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.61K+ 5.36% |
$92.3K - $120K
|
31.7K
$2.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.6K+ 6.2% |
$91.7K - $119K
|
27.4K
$1.78M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.6K+ 12.43% |
$91.6K - $119K
|
14.5K
$938K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.45K+ 32.35% |
$83K - $108K
|
5.92K
$384K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 0.33% |
$69.6K - $90.4K
|
368K
$23.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 2.84% |
$66.7K - $86.7K
|
42.2K
$2.74M
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.16K+ 0.79% |
$66.5K - $86.4K
|
148K
$9.62M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.16K+ 5.74% |
$66.4K - $86.2K
|
21.3K
$1.38M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
1.12K+ 6.38% |
$64.1K - $83.3K
|
18.6K
$1.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.06K+ 11.69% |
$60.9K - $79.2K
|
10.2K
$659K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.05K+ 92.67% |
$60.1K - $78.1K
|
2.18K
$142K
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.03K+ 12.04% |
$58.9K - $76.5K
|
9.56K
$620K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.02K+ 0.6% |
$58.4K - $75.9K
|
172K
$11.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.02K+ 0.6% |
$58.4K - $75.9K
|
172K
$11.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1KNew |
$57.3K - $74.5K
|
1K
$64.9K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
976+ 294.86% |
$55.9K - $72.7K
|
1.31K
$84.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
959+ 4.76% |
$55K - $71.4K
|
21.1K
$1.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
906New |
$51.9K - $67.5K
|
906
$58.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
858+ 3.5% |
$49.2K - $63.9K
|
25.4K
$1.65M
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
858+ 0.98% |
$49.2K - $63.9K
|
88.4K
$5.74M
|