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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.49K+ 136.36% |
$81.2K - $93K
|
2.58K
$155K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.48K+ 0.93% |
$80.5K - $92.1K
|
160K
$9.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1.4K+ 0.6% |
$76.4K - $87.5K
|
233K
$14M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.39KNew |
$76.1K - $87.1K
|
1.39K
$83.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.27K+ 0.57% |
$69.4K - $79.5K
|
226K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.08K+ 4.99% |
$59K - $67.6K
|
22.8K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.05K+ 10.92% |
$57.4K - $65.7K
|
10.7K
$640K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
943+ 2.78% |
$51.5K - $58.9K
|
34.9K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
800+ 2.14% |
$43.6K - $50K
|
38.3K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
760New |
$41.5K - $47.5K
|
760
$45.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
649+ 8.69% |
$35.4K - $40.5K
|
8.12K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
614+ 2.89% |
$33.5K - $38.4K
|
21.8K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
601+ 4.26% |
$32.8K - $37.5K
|
14.7K
$881K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
587+ 161.26% |
$32K - $36.7K
|
951
$57K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
569+ 4.32% |
$31K - $35.5K
|
13.8K
$824K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
562+ 360.26% |
$30.7K - $35.1K
|
718
$43K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
526+ 1.92% |
$28.7K - $32.9K
|
27.9K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
521+ 2.46% |
$28.4K - $32.5K
|
21.7K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
500+ 3.87% |
$27.3K - $31.2K
|
13.4K
$803K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
492+ 5.15% |
$26.8K - $30.7K
|
10K
$602K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
482+ 0.56% |
$26.3K - $30.1K
|
86.9K
$5.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
453+ 0.38% |
$24.7K - $28.3K
|
120K
$7.21M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
429New |
$23.4K - $26.8K
|
429
$25.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
377+ 5.15% |
$20.6K - $23.6K
|
7.69K
$461K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
376+ 5.13% |
$20.5K - $23.5K
|
7.71K
$462K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
350+ 6.94% |
$19.1K - $21.9K
|
5.39K
$323K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
280+ 1.27% |
$15.3K - $17.5K
|
22.3K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
270New |
$14.7K - $16.9K
|
270
$16.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
205+ 0.82% |
$11.2K - $12.8K
|
25.2K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
200New |
$10.9K - $12.5K
|
200
$12K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
190New |
$10.4K - $11.9K
|
190
$11.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
190+ 2.41% |
$10.4K - $11.9K
|
8.06K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
187+ 30.02% |
$10.2K - $11.7K
|
810
$48.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
186+ 4.23% |
$10.1K - $11.6K
|
4.59K
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
170+ 2.89% |
$9.28K - $10.6K
|
6.05K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
167+ 2.57% |
$9.11K - $10.4K
|
6.67K
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
160+ 3.16% |
$8.73K - $10K
|
5.22K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
134+ 0.17% |
$7.31K - $8.37K
|
79.5K
$4.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
127+ 0.77% |
$6.93K - $7.93K
|
16.7K
$999K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
84+ 0.49% |
$4.58K - $5.25K
|
17.2K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
79+ 0.55% |
$4.31K - $4.94K
|
14.4K
$860K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 1.38% |
$3.27K - $3.75K
|
4.42K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
55+ 0.28% |
$3K - $3.44K
|
19.8K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 109.09% |
$2.62K - $3K
|
92
$5.51K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44+ 0.2% |
$2.4K - $2.75K
|
21.7K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Verity Wealth Advisors
|
BUY
|
- |
42+ 0.32% |
$2.29K - $2.62K
|
13.1K
$787K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
35+ 0.1% |
$1.91K - $2.19K
|
36.5K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16+ 4.04% |
$873 - $1K
|
412
$24.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 0.45% |
$818 - $937
|
3.32K
$199K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
13+ 0.26% |
$709 - $812
|
5.1K
$305K
|