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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13+ 0.23% |
$745 - $968
|
5.76K
$374K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11+ 0.22% |
$631 - $819
|
4.99K
$324K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
11+ 40.74% |
$631 - $819
|
38
$2.47K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.06% |
$631 - $819
|
19.1K
$1.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.35% |
$516 - $670
|
2.57K
$167K
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
6+ 0.11% |
$344 - $447
|
5.42K
$352K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.16% |
$172 - $223
|
1.85K
$120K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3+ 0.04% |
$172 - $223
|
8.36K
$543K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.18% |
$172 - $223
|
1.7K
$110K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.47% |
$115 - $149
|
425
$27.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.14% |
$57.3 - $74.5
|
720
$46.7K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.55% |
$57.3 - $74.5
|
183
$11.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.18% |
$57.3 - $74.5
|
552
$35.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1New |
$57.3 - $74.5
|
1
$64.9
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.43% |
$57.3 - $74.5
|
235
$15.2K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.08% |
$57.3 - $74.5
|
1.32K
$85.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.02% |
$57.3 - $74.5
|
5.8K
$376K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1- 0.05% |
$57.3 - $74.5
|
1.86K
$120K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.01% |
$344 - $447
|
104K
$6.76M
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-21- 0.28% |
$1.2K - $1.56K
|
7.6K
$493K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-24Closed |
$1.38K - $1.79K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-27- 0.39% |
$1.55K - $2.01K
|
6.96K
$452K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30- 0.82% |
$1.72K - $2.23K
|
3.63K
$235K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34- 0.17% |
$1.95K - $2.53K
|
19.7K
$1.28M
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-34- 0.2% |
$1.95K - $2.53K
|
16.6K
$1.08M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-47- 0.98% |
$2.69K - $3.5K
|
4.77K
$310K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-56Closed |
$3.21K - $4.17K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-71- 4.37% |
$4.07K - $5.29K
|
1.56K
$101K
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-75- 1.14% |
$4.3K - $5.59K
|
6.51K
$422K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-80- 0.84% |
$4.59K - $5.96K
|
9.46K
$614K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-86- 2.4% |
$4.93K - $6.41K
|
3.5K
$227K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-97- 0.18% |
$5.56K - $7.22K
|
52.4K
$3.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-101- 1.1% |
$5.79K - $7.52K
|
9.08K
$589K
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-102Closed |
$5.85K - $7.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-106- 2.55% |
$6.08K - $7.89K
|
4.06K
$263K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-108- 64.29% |
$6.19K - $8.04K
|
60
$3.89K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-115- 2.95% |
$6.59K - $8.57K
|
3.78K
$245K
|
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-118- 1.7% |
$6.76K - $8.79K
|
6.82K
$443K
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-120- 1.28% |
$6.88K - $8.94K
|
9.23K
$599K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-121- 2.99% |
$6.94K - $9.01K
|
3.92K
$255K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-122- 0.33% |
$6.99K - $9.09K
|
37.1K
$2.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-142- 0.49% |
$8.14K - $10.6K
|
28.6K
$1.86M
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-145- 2.65% |
$8.31K - $10.8K
|
5.33K
$346K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-150- 15.27% |
$8.6K - $11.2K
|
832
$54K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-151- 4.08% |
$8.66K - $11.2K
|
3.55K
$230K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-164- 75.93% |
$9.4K - $12.2K
|
52
$3.37K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-169- 3.72% |
$9.69K - $12.6K
|
4.37K
$284K
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-177- 0.75% |
$10.1K - $13.2K
|
23.6K
$1.53M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-184- 0.73% |
$10.5K - $13.7K
|
25.1K
$1.63M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-189Closed |
$10.8K - $14.1K
|
0
$0
|