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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
852+ 94.67% |
$48.8K - $63.5K
|
1.75K
$117K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
805+ 15.09% |
$46.1K - $60K
|
6.14K
$409K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$45.9K - $59.6K
|
800
$53.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
742+ 0.73% |
$42.5K - $55.3K
|
103K
$6.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
725+ 4.13% |
$41.6K - $54K
|
18.3K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
721+ 0.31% |
$41.3K - $53.7K
|
232K
$15.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
690New |
$39.6K - $51.4K
|
690
$46K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
685+ 293.99% |
$39.3K - $51K
|
918
$61.1K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
675+ 14.39% |
$38.7K - $50.3K
|
5.37K
$357K
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
670+ 10.94% |
$38.4K - $49.9K
|
6.8K
$453K
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
663+ 17.67% |
$38K - $49.4K
|
4.42K
$294K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
662+ 3.04% |
$37.9K - $49.3K
|
22.5K
$1.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
618New |
$35.4K - $46K
|
618
$41.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
596New |
$34.2K - $44.4K
|
596
$39.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
586+ 2.29% |
$33.6K - $43.6K
|
26.1K
$1.74M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
560+ 13.69% |
$32.1K - $41.7K
|
4.65K
$310K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
545+ 10.48% |
$31.2K - $40.6K
|
5.75K
$383K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
486+ 138.86% |
$27.9K - $36.2K
|
836
$55.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
464+ 22.48% |
$26.6K - $34.6K
|
2.53K
$168K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
379New |
$21.7K - $28.2K
|
379
$25.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
359+ 52.18% |
$20.6K - $26.7K
|
1.05K
$69.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
336+ 6720.0% |
$19.3K - $25K
|
341
$22.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
311+ 8.85% |
$17.8K - $23.2K
|
3.83K
$255K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
300New |
$17.2K - $22.3K
|
300
$20K
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
262+ 0.81% |
$15K - $19.5K
|
32.8K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
226+ 6.98% |
$13K - $16.8K
|
3.47K
$231K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
BUY
|
- |
226+ 0.21% |
$13K - $16.8K
|
107K
$7.11M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
207+ 6.28% |
$11.9K - $15.4K
|
3.51K
$233K
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
206+ 5.57% |
$11.8K - $15.3K
|
3.9K
$260K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
204+ 3.92% |
$11.7K - $15.2K
|
5.4K
$360K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
162+ 0.52% |
$9.29K - $12.1K
|
31.5K
$2.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
147+ 0.67% |
$8.43K - $10.9K
|
22.2K
$1.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
137+ 3.01% |
$7.85K - $10.2K
|
4.69K
$312K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
124+ 0.3% |
$7.11K - $9.24K
|
41.3K
$2.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
122New |
$6.99K - $9.09K
|
122
$8.13K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
104+ 0.27% |
$5.96K - $7.75K
|
39.1K
$2.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
100+ 2.22% |
$5.73K - $7.45K
|
4.61K
$307K
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
100+ 0.51% |
$5.73K - $7.45K
|
19.8K
$1.32M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
65New |
$3.73K - $4.84K
|
65
$4.33K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
54New |
$3.1K - $4.02K
|
54
$3.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51+ 1.5% |
$2.92K - $3.8K
|
3.44K
$229K
|
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
50+ 0.57% |
$2.87K - $3.72K
|
8.77K
$584K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
43New |
$2.46K - $3.2K
|
43
$2.86K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
42New |
$2.41K - $3.13K
|
42
$2.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
33+ 0.23% |
$1.89K - $2.46K
|
14.3K
$953K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
29New |
$1.66K - $2.16K
|
29
$1.93K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
25+ 0.53% |
$1.43K - $1.86K
|
4.78K
$318K
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
BUY
|
- |
22+ 0.23% |
$1.26K - $1.64K
|
9.5K
$633K
|
|
|
Aug 02, 2022
Q2 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
18+ 0.33% |
$1.03K - $1.34K
|
5.52K
$367K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13New |
$745 - $968
|
13
$866
|