Purchases and Sales Made in Q3 2022 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
150KNew |
$7.98M - $10.2M
|
150K
$9.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
122K+ 5.13% |
$6.48M - $8.27M
|
2.5M
$162M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 20.14% |
$5.68M - $7.25M
|
639K
$41.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.2K+ 7.17% |
$4.95M - $6.32M
|
1.39M
$90.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
64.1K+ 1727.16% |
$3.4M - $4.34M
|
67.8K
$4.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.3K+ 3.43% |
$3.09M - $3.95M
|
1.75M
$114M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
49.1K+ 25.63% |
$2.6M - $3.32M
|
241K
$15.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.4K+ 95.63% |
$2.14M - $2.73M
|
82.6K
$5.36M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
36.9KNew |
$1.96M - $2.5M
|
36.9K
$2.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27K+ 7.12% |
$1.43M - $1.83M
|
406K
$26.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.8K+ 3.07% |
$1.26M - $1.61M
|
798K
$51.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.8K+ 1.42% |
$1.26M - $1.61M
|
1.69M
$110M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23K+ 55.18% |
$1.22M - $1.56M
|
64.6K
$4.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
BUY
|
- |
20.1K+ 414.58% |
$1.07M - $1.36M
|
24.9K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.7K+ 6.76% |
$993K - $1.27M
|
295K
$19.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 214.33% |
$855K - $1.09M
|
23.6K
$1.53M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.7K+ 12.84% |
$779K - $994K
|
129K
$8.37M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.5KNew |
$771K - $984K
|
14.5K
$943K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
14.3K+ 27.15% |
$759K - $968K
|
66.9K
$4.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$738K - $942K
|
13.9K
$903K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$738K - $942K
|
13.9K
$903K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.6KNew |
$616K - $786K
|
11.6K
$753K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 31.22% |
$597K - $762K
|
47.3K
$3.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10K+ 124.53% |
$531K - $677K
|
18K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
9.54K+ 1.91% |
$506K - $646K
|
507K
$32.9M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
9.41K+ 21.02% |
$499K - $638K
|
54.2K
$3.52M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
8.14KNew |
$432K - $551K
|
8.14K
$528K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
6.8K+ 13.68% |
$361K - $460K
|
56.5K
$3.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.57K+ 21.1% |
$349K - $445K
|
37.7K
$2.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.11K+ 51.65% |
$324K - $414K
|
17.9K
$1.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
5.73K+ 15.3% |
$304K - $388K
|
43.2K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.13K+ 15.37% |
$272K - $348K
|
38.5K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.05K+ 19.33% |
$268K - $342K
|
31.2K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.75K+ 9.87% |
$252K - $322K
|
52.9K
$3.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.69KNew |
$249K - $318K
|
4.69K
$304K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
4.58KNew |
$243K - $310K
|
4.58K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.2K+ 14.64% |
$223K - $284K
|
32.8K
$2.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.13K+ 7.82% |
$219K - $280K
|
57K
$3.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.06KNew |
$215K - $275K
|
4.06K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.26K+ 73.78% |
$173K - $221K
|
7.67K
$498K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.19K+ 1.85% |
$169K - $216K
|
176K
$11.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.59K+ 3.9% |
$137K - $175K
|
68.9K
$4.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.59K+ 11.51% |
$137K - $175K
|
25K
$1.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.49K+ 6.17% |
$132K - $169K
|
42.9K
$2.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
2.27K+ 19.17% |
$121K - $154K
|
14.1K
$917K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.95K+ 33.9% |
$103K - $132K
|
7.7K
$499K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.86KNew |
$98.6K - $126K
|
1.86K
$121K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.66K+ 50.35% |
$88K - $112K
|
4.95K
$321K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.58K+ 45.16% |
$84K - $107K
|
5.09K
$330K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.5K+ 12.63% |
$79.6K - $102K
|
13.4K
$868K
|