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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
45+ 0.44% |
$2.39K - $3.05K
|
10.2K
$662K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
39+ 0.47% |
$2.07K - $2.64K
|
8.4K
$545K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
33+ 8.92% |
$1.75K - $2.24K
|
403
$26.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
32+ 0.17% |
$1.7K - $2.17K
|
19.2K
$1.24M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
29+ 0.58% |
$1.54K - $1.96K
|
5.02K
$326K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 1.01% |
$1.38K - $1.76K
|
2.59K
$168K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26+ 0.65% |
$1.38K - $1.76K
|
4.05K
$263K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25+ 0.27% |
$1.33K - $1.69K
|
9.26K
$601K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 0.35% |
$1.01K - $1.29K
|
5.44K
$353K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
17+ 0.43% |
$902 - $1.15K
|
3.94K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.59% |
$531 - $677
|
1.71K
$111K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 0.54% |
$371 - $474
|
1.31K
$85.3K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.94% |
$212 - $271
|
429
$27.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
3+ 7.89% |
$159 - $203
|
41
$2.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2+ 0.05% |
$106 - $135
|
3.78K
$245K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.26% |
$106 - $135
|
786
$51K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.01% |
$106 - $135
|
31.1K
$2.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.01% |
$53.1 - $67.7
|
100
$6.49K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.18% |
$53.1 - $67.7
|
553
$35.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$53.1 - $67.7
|
9.7K
$629K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.55% |
$53.1 - $67.7
|
184
$11.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5- 0.05% |
$265 - $339
|
10.3K
$670K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.14% |
$690 - $881
|
9.57K
$621K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-16- 0.22% |
$849 - $1.08K
|
7.22K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.14% |
$1.33K - $1.69K
|
18.3K
$1.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 12.5% |
$1.33K - $1.69K
|
175
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-26- 89.66% |
$1.38K - $1.76K
|
3
$195
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-30- 0.08% |
$1.59K - $2.03K
|
37K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-38- 3.41% |
$2.02K - $2.57K
|
1.08K
$69.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-50- 0.4% |
$2.65K - $3.39K
|
12.6K
$817K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-59- 0.41% |
$3.13K - $4K
|
14.5K
$939K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-60- 0.04% |
$3.18K - $4.06K
|
148K
$9.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-62- 1.18% |
$3.29K - $4.2K
|
5.19K
$337K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-75- 0.96% |
$3.98K - $5.08K
|
7.73K
$502K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-81- 1.85% |
$4.3K - $5.49K
|
4.29K
$278K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-82- 1.08% |
$4.35K - $5.55K
|
7.52K
$488K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-100- 2.17% |
$5.31K - $6.77K
|
4.51K
$292K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-100Closed |
$5.31K - $6.77K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-110- 1.77% |
$5.84K - $7.45K
|
6.09K
$395K
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-143- 0.53% |
$7.59K - $9.69K
|
26.9K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-180- 0.94% |
$9.55K - $12.2K
|
19K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-194- 2.14% |
$10.3K - $13.1K
|
8.88K
$576K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-200- 84.75% |
$10.6K - $13.5K
|
36
$2.34K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-214- 0.76% |
$11.4K - $14.5K
|
27.8K
$1.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-228- 14.66% |
$12.1K - $15.4K
|
1.33K
$86.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-244- 5.11% |
$12.9K - $16.5K
|
4.53K
$294K
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-270- 1.23% |
$14.3K - $18.3K
|
21.7K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-284- 4.75% |
$15.1K - $19.2K
|
5.7K
$370K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-292- 34.93% |
$15.5K - $19.8K
|
544
$35.3K
|