Purchases and Sales Made in Q2 2025 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q2 2025. 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 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
101K+ 2919.87% |
$5.48M - $6.28M
|
104K
$6.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
95.9K+ 6016.94% |
$5.23M - $5.99M
|
97.5K
$5.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87.9K+ 4.09% |
$4.79M - $5.49M
|
2.24M
$134M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
71.3K+ 15.27% |
$3.89M - $4.45M
|
538K
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
70.3KNew |
$3.84M - $4.39M
|
70.3K
$4.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.5K+ 3.06% |
$2.32M - $2.65M
|
1.43M
$85.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.4K+ 10.26% |
$1.99M - $2.28M
|
391K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
32.9K+ 477.6% |
$1.8M - $2.06M
|
39.8K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.6K+ 6.44% |
$1.67M - $1.91M
|
507K
$30.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
28.5K+ 17.73% |
$1.56M - $1.78M
|
189K
$11.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.8K+ 112.7% |
$1.46M - $1.68M
|
50.6K
$3.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
24.3KNew |
$1.33M - $1.52M
|
24.3K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.7K+ 48.47% |
$1.13M - $1.29M
|
63.5K
$3.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.6K+ 824.85% |
$907K - $1.04M
|
18.6K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 9.54% |
$729K - $835K
|
154K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 11.84% |
$589K - $674K
|
102K
$6.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$551K - $631K
|
10.1K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.34K+ 40.62% |
$510K - $583K
|
32.3K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
8.86KNew |
$484K - $554K
|
8.86K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.28K+ 50.33% |
$452K - $517K
|
24.7K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.12K+ 7.96% |
$443K - $507K
|
110K
$6.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.11KNew |
$442K - $507K
|
8.11K
$486K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.97KNew |
$435K - $498K
|
7.97K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.66KNew |
$418K - $478K
|
7.66K
$459K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
7.29KNew |
$398K - $456K
|
7.29K
$437K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
7.28KNew |
$397K - $455K
|
7.28K
$436K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.07K+ 14.54% |
$331K - $379K
|
47.8K
$2.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.56K+ 4.98% |
$303K - $347K
|
117K
$7.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.69KNew |
$256K - $293K
|
4.69K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.02K+ 10.69% |
$219K - $251K
|
41.6K
$2.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.95KNew |
$215K - $247K
|
3.95K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 4.21% |
$204K - $234K
|
92.6K
$5.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.69KNew |
$201K - $231K
|
3.69K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.69KNew |
$201K - $231K
|
3.69K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.66K+ 2.37% |
$199K - $228K
|
158K
$9.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.58K+ 6.32% |
$195K - $224K
|
60.3K
$3.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.47K+ 6.75% |
$189K - $217K
|
54.9K
$3.29M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
3.43KNew |
$187K - $214K
|
3.43K
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.29K+ 17.85% |
$180K - $206K
|
21.7K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.19K+ 8.09% |
$174K - $199K
|
42.6K
$2.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.01K+ 24.81% |
$164K - $188K
|
15.1K
$906K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.91K+ 0.63% |
$159K - $182K
|
468K
$28M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.66K+ 43.24% |
$145K - $166K
|
8.8K
$527K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.62K+ 8.75% |
$143K - $163K
|
32.5K
$1.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.29K+ 152.26% |
$125K - $143K
|
3.79K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.21K+ 3.84% |
$121K - $138K
|
59.8K
$3.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.13K+ 17.54% |
$116K - $133K
|
14.3K
$854K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.05K+ 129.16% |
$112K - $128K
|
3.64K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.04K+ 9.71% |
$111K - $127K
|
23K
$1.38M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.88K+ 5.73% |
$103K - $117K
|
34.7K
$2.08M
|