Purchases and Sales Made in Q2 2023 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q2 2023. 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 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.56K+ 2.3% |
$132K - $142K
|
114K
$7.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.49K+ 1.02% |
$129K - $138K
|
245K
$16.2M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.13K+ 30.69% |
$110K - $118K
|
9.05K
$599K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
2.04KNew |
$106K - $114K
|
2.04K
$135K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.61K+ 14.58% |
$83.2K - $89.4K
|
12.6K
$835K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.53K+ 5.11% |
$79.4K - $85.4K
|
31.5K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.4KNew |
$72.5K - $78K
|
1.4K
$92.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.39K+ 1.68% |
$72K - $77.5K
|
84.3K
$5.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.23K+ 4.13% |
$63.5K - $68.3K
|
30.9K
$2.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.14K+ 160.45% |
$58.9K - $63.3K
|
1.84K
$122K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
1.06K+ 4.31% |
$54.8K - $59K
|
25.6K
$1.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.03K+ 8.73% |
$53.4K - $57.5K
|
12.8K
$850K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.03K+ 8.73% |
$53.3K - $57.3K
|
12.8K
$848K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.03K+ 1.16% |
$53.3K - $57.3K
|
89.3K
$5.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
991+ 5.04% |
$51.4K - $55.2K
|
20.7K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
976+ 806.61% |
$50.6K - $54.4K
|
1.1K
$72.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
879+ 21.62% |
$45.5K - $49K
|
4.95K
$327K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
842+ 0.73% |
$43.6K - $46.9K
|
116K
$7.67M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
747+ 3.7% |
$38.7K - $41.6K
|
20.9K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
700+ 3.56% |
$36.3K - $39K
|
20.3K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
694+ 0.52% |
$36K - $38.7K
|
134K
$8.89M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
694+ 6.03% |
$36K - $38.7K
|
12.2K
$807K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
623New |
$32.3K - $34.7K
|
623
$41.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
550New |
$28.5K - $30.7K
|
550
$36.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
516+ 3.49% |
$26.7K - $28.8K
|
15.3K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
516+ 9.55% |
$26.7K - $28.8K
|
5.92K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
494+ 3.32% |
$25.6K - $27.5K
|
15.4K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
480New |
$24.9K - $26.8K
|
480
$31.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
472+ 1.41% |
$24.5K - $26.3K
|
34.1K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
462+ 0.93% |
$23.9K - $25.7K
|
50.2K
$3.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
435+ 7.56% |
$22.5K - $24.2K
|
6.19K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
400New |
$20.7K - $22.3K
|
400
$26.5K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
383+ 26.84% |
$19.8K - $21.3K
|
1.81K
$120K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
370+ 2.31% |
$19.2K - $20.6K
|
16.4K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
335+ 8.83% |
$17.4K - $18.7K
|
4.13K
$273K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
332+ 0.73% |
$17.2K - $18.5K
|
45.9K
$3.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
290New |
$15K - $16.2K
|
290
$19.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
244+ 3.97% |
$12.6K - $13.6K
|
6.39K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
243+ 1.31% |
$12.6K - $13.5K
|
18.8K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
220+ 3.78% |
$11.4K - $12.3K
|
6.04K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
210+ 2.61% |
$10.9K - $11.7K
|
8.26K
$546K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
184New |
$9.53K - $10.3K
|
184
$12.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
180+ 3.66% |
$9.33K - $10K
|
5.09K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
144+ 3.57% |
$7.46K - $8.03K
|
4.18K
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
137+ 0.58% |
$7.1K - $7.64K
|
23.7K
$1.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
131+ 3.56% |
$6.79K - $7.3K
|
3.81K
$252K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
125+ 1.95% |
$6.48K - $6.97K
|
6.53K
$432K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
114+ 2.66% |
$5.91K - $6.35K
|
4.39K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
108+ 1.21% |
$5.6K - $6.02K
|
9.01K
$596K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
87+ 1.07% |
$4.51K - $4.85K
|
8.2K
$543K
|