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 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
80+ 6.09% |
$4.15K - $4.46K
|
1.39K
$92.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
38+ 0.26% |
$1.97K - $2.12K
|
14.6K
$971K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
29+ 0.38% |
$1.5K - $1.62K
|
7.73K
$515K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
26+ 0.33% |
$1.35K - $1.45K
|
8.01K
$534K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26New |
$1.35K - $1.45K
|
26
$1.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26+ 2.75% |
$1.35K - $1.45K
|
971
$64.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26+ 1.45% |
$1.35K - $1.45K
|
1.82K
$121K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
25+ 0.26% |
$1.3K - $1.39K
|
9.68K
$645K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
23+ 0.39% |
$1.19K - $1.28K
|
5.91K
$393K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
21+ 0.37% |
$1.09K - $1.17K
|
5.67K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.05% |
$933 - $1K
|
35.9K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.31% |
$622 - $669
|
3.87K
$258K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.38% |
$518 - $557
|
2.64K
$176K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7New |
$363 - $390
|
7
$466
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6New |
$311 - $334
|
6
$400
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.26% |
$207 - $223
|
1.57K
$104K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.43% |
$155 - $167
|
705
$47K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3+ 0.07% |
$155 - $167
|
4.26K
$284K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.46% |
$104 - $111
|
437
$29.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.0% |
$51.8 - $55.7
|
21.9K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.17% |
$51.8 - $55.7
|
586
$39K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.12% |
$51.8 - $55.7
|
814
$54.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.08% |
$51.8 - $55.7
|
1.33K
$88.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.23% |
$51.8 - $55.7
|
430
$28.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.08% |
$51.8 - $55.7
|
1.24K
$82.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-42- 1.13% |
$2.18K - $2.34K
|
3.67K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-48- 13.48% |
$2.49K - $2.68K
|
308
$20.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-51- 1.32% |
$2.64K - $2.84K
|
3.8K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-56- 1.13% |
$2.9K - $3.12K
|
4.89K
$326K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.71% |
$3.37K - $3.62K
|
9.1K
$606K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-77- 1.79% |
$3.99K - $4.29K
|
4.22K
$281K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-88- 0.24% |
$4.56K - $4.9K
|
36.6K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-105- 0.77% |
$5.44K - $5.85K
|
13.4K
$896K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-147- 0.17% |
$7.62K - $8.19K
|
85.3K
$5.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-152- 31.54% |
$7.88K - $8.47K
|
330
$22K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-153- 0.36% |
$7.93K - $8.53K
|
42.3K
$2.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-154- 3.86% |
$7.98K - $8.58K
|
3.84K
$256K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-160- 2.72% |
$8.29K - $8.92K
|
5.73K
$382K
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-164- 2.54% |
$8.5K - $9.14K
|
6.29K
$419K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-176- 36.97% |
$9.12K - $9.81K
|
300
$20K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-200- 3.33% |
$10.4K - $11.1K
|
5.81K
$387K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-204- 2.25% |
$10.6K - $11.4K
|
8.87K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-235- 6.37% |
$12.2K - $13.1K
|
3.46K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-248- 3.29% |
$12.9K - $13.8K
|
7.28K
$485K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-250- 3.86% |
$13K - $13.9K
|
6.23K
$415K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-269- 96.76% |
$13.9K - $15K
|
9
$599
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-298- 4.62% |
$15.4K - $16.6K
|
6.15K
$410K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-300- 1.1% |
$15.5K - $16.7K
|
26.9K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-301- 1.86% |
$15.6K - $16.8K
|
15.9K
$1.06M
|