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 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-239- 3.47% |
$13K - $14.9K
|
6.64K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-250- 5.25% |
$13.6K - $15.6K
|
4.51K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-254- 4.39% |
$13.9K - $15.9K
|
5.53K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-265- 4.19% |
$14.5K - $16.6K
|
6.07K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-321- 3.48% |
$17.5K - $20.1K
|
8.91K
$534K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-323- 4.99% |
$17.6K - $20.2K
|
6.15K
$368K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-330- 5.14% |
$18K - $20.6K
|
6.08K
$364K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-343- 3.43% |
$18.7K - $21.4K
|
9.65K
$578K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-346- 2.19% |
$18.9K - $21.6K
|
15.5K
$926K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-347- 1.4% |
$18.9K - $21.7K
|
24.4K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-367- 10.07% |
$20K - $22.9K
|
3.28K
$196K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-404- 4.35% |
$22K - $25.2K
|
8.88K
$532K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-419- 3.22% |
$22.9K - $26.2K
|
12.6K
$754K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-455- 4.26% |
$24.8K - $28.4K
|
10.2K
$612K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-542- 0.63% |
$29.6K - $33.9K
|
86.1K
$5.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-543- 5.74% |
$29.6K - $33.9K
|
8.92K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-545- 4.05% |
$29.7K - $34K
|
12.9K
$772K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-586- 3.48% |
$32K - $36.6K
|
16.3K
$974K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-678- 3.06% |
$37K - $42.4K
|
21.5K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-710- 0.58% |
$38.7K - $44.4K
|
122K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-771- 31.74% |
$42.1K - $48.2K
|
1.66K
$99.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.04K- 0.87% |
$56.8K - $65K
|
119K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.11K- 3.22% |
$60.6K - $69.3K
|
33.3K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.3K- 1.24% |
$70.9K - $81.1K
|
104K
$6.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.32K- 57.82% |
$72.2K - $82.7K
|
966
$57.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.5K- 2.29% |
$81.6K - $93.5K
|
63.8K
$3.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.51K- 13.85% |
$82.4K - $94.4K
|
9.4K
$563K
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.6K- 6.58% |
$87.1K - $99.8K
|
22.7K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.73K- 20.45% |
$94.4K - $108K
|
6.73K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.73K- 5.18% |
$94.5K - $108K
|
31.7K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.85K- 2.03% |
$101K - $116K
|
89.7K
$5.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.92K- 0.31% |
$105K - $120K
|
624K
$37.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.22K- 46.87% |
$121K - $138K
|
2.51K
$151K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.75K- 9.97% |
$150K - $172K
|
24.8K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.83K- 33.15% |
$154K - $177K
|
5.7K
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.88K- 29.21% |
$157K - $180K
|
6.98K
$418K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.18K- 82.3% |
$174K - $199K
|
685
$41K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.3K- 10.65% |
$180K - $206K
|
27.7K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.44K- 31.62% |
$188K - $215K
|
7.43K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.65K- 0.76% |
$199K - $228K
|
477K
$28.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-3.79K- 1.19% |
$207K - $237K
|
315K
$18.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.01K- 1.8% |
$219K - $251K
|
219K
$13.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4.04K- 45.06% |
$220K - $252K
|
4.92K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-4.52K- 18.17% |
$247K - $282K
|
20.4K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.75K- 2.92% |
$259K - $297K
|
158K
$9.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.3K- 64.83% |
$289K - $331K
|
2.87K
$172K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.66K- 22.6% |
$309K - $353K
|
19.4K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.7K- 12.43% |
$311K - $356K
|
40.1K
$2.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.86K- 2.89% |
$320K - $366K
|
197K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-6.36K- 14.12% |
$347K - $397K
|
38.7K
$2.32M
|