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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-322- 1.95% |
$16.7K - $17.9K
|
16.2K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-327- 1.89% |
$16.9K - $18.2K
|
17K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-391- 0.38% |
$20.3K - $21.8K
|
103K
$6.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-400- 7.02% |
$20.7K - $22.3K
|
5.3K
$353K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-406- 2.68% |
$21K - $22.6K
|
14.7K
$982K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-414- 2.39% |
$21.5K - $23.1K
|
16.9K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-434- 8.52% |
$22.5K - $24.2K
|
4.66K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-440- 1.96% |
$22.8K - $24.5K
|
22.1K
$1.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-461- 2.93% |
$23.9K - $25.7K
|
15.3K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-472- 6.93% |
$24.5K - $26.3K
|
6.34K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-476- 1.56% |
$24.7K - $26.5K
|
29.9K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-488- 1.95% |
$25.3K - $27.2K
|
24.5K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-536- 1.24% |
$27.8K - $29.9K
|
42.7K
$2.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-550- 49.91% |
$28.5K - $30.7K
|
552
$36.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-552- 4.27% |
$28.6K - $30.8K
|
12.4K
$824K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-556- 10.04% |
$28.8K - $31K
|
4.98K
$332K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-574- 2.16% |
$29.7K - $32K
|
26.1K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-578- 9.24% |
$30K - $32.2K
|
5.68K
$378K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-598- 4.17% |
$31K - $33.3K
|
13.7K
$916K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-750- 16.49% |
$38.9K - $41.8K
|
3.8K
$253K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-754- 2.23% |
$39.1K - $42K
|
33K
$2.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-860- 7.84% |
$44.6K - $47.9K
|
10.1K
$673K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-867- 1.47% |
$44.9K - $48.3K
|
58K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-883- 5.88% |
$45.8K - $49.2K
|
14.1K
$941K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1K- 20.19% |
$51.8K - $55.7K
|
3.95K
$263K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.03K- 19.22% |
$53.4K - $57.4K
|
4.33K
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.05K- 7.02% |
$54.5K - $58.6K
|
13.9K
$928K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 5.87% |
$56.8K - $61.1K
|
17.6K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.13K- 5.27% |
$58.6K - $63K
|
20.3K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.17K- 1.41% |
$60.5K - $65.1K
|
81.5K
$5.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 12.49% |
$62.8K - $67.5K
|
8.49K
$566K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.31K- 6.12% |
$67.7K - $72.8K
|
20K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.44K- 18.14% |
$74.4K - $80K
|
6.48K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.57K- 6.0% |
$81.3K - $87.4K
|
24.6K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.65K- 1.47% |
$85.7K - $92.2K
|
111K
$7.41M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 11.19% |
$98.6K - $106K
|
15.1K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.94K- 32.85% |
$101K - $108K
|
3.97K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.26K- 9.68% |
$117K - $126K
|
21.1K
$1.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.4K- 39.36% |
$124K - $134K
|
3.7K
$246K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 12.25% |
$126K - $135K
|
17.3K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.44K- 24.98% |
$126K - $136K
|
7.31K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 8.34% |
$126K - $136K
|
26.8K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.56K- 8.51% |
$133K - $143K
|
27.5K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2.58K- 82.38% |
$134K - $144K
|
552
$36.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.73K- 7.37% |
$141K - $152K
|
34.3K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.92K- 1.95% |
$151K - $163K
|
147K
$9.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.09K- 29.3% |
$160K - $172K
|
7.45K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.09K- 81.23% |
$160K - $172K
|
714
$47.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.32K- 2.49% |
$172K - $185K
|
130K
$8.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.42K- 15.41% |
$177K - $191K
|
18.8K
$1.25M
|