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 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-359- 34.29% |
$19.1K - $24.3K
|
688
$44.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-390- 54.17% |
$20.7K - $26.4K
|
330
$21.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-391- 2.25% |
$20.8K - $26.5K
|
17K
$1.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-418- 6.73% |
$22.2K - $28.3K
|
5.79K
$376K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-419- 1.51% |
$22.2K - $28.4K
|
27.3K
$1.77M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-424- 3.52% |
$22.5K - $28.7K
|
11.6K
$753K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-428- 23.74% |
$22.7K - $29K
|
1.38K
$89.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-429- 12.38% |
$22.8K - $29.1K
|
3.04K
$197K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-432- 2.11% |
$22.9K - $29.3K
|
20.1K
$1.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-440- 2.23% |
$23.4K - $29.8K
|
19.3K
$1.25M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-444Closed |
$23.6K - $30.1K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-461- 1.09% |
$24.5K - $31.2K
|
41.8K
$2.71M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-475- 3.48% |
$25.2K - $32.2K
|
13.2K
$854K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-484- 8.04% |
$25.7K - $32.8K
|
5.54K
$359K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-503- 5.22% |
$26.7K - $34.1K
|
9.13K
$592K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-518- 0.44% |
$27.5K - $35.1K
|
118K
$7.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-525- 2.31% |
$27.9K - $35.6K
|
22.2K
$1.44M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-567- 17.03% |
$30.1K - $38.4K
|
2.76K
$179K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-612- 2.9% |
$32.5K - $41.5K
|
20.5K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-616- 3.04% |
$32.7K - $41.7K
|
19.7K
$1.28M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-628- 2.67% |
$33.3K - $42.5K
|
22.9K
$1.49M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-684- 12.82% |
$36.3K - $46.3K
|
4.65K
$302K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-691- 10.82% |
$36.7K - $46.8K
|
5.69K
$369K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-800- 2.71% |
$42.5K - $54.2K
|
28.7K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-810- 5.04% |
$43K - $54.9K
|
15.2K
$989K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-818- 6.21% |
$43.4K - $55.4K
|
12.4K
$802K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-824- 3.28% |
$43.7K - $55.8K
|
24.3K
$1.58M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-833- 3.11% |
$44.2K - $56.4K
|
25.9K
$1.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-860- 1.53% |
$45.6K - $58.3K
|
55.3K
$3.59M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-860- 1.53% |
$45.6K - $58.3K
|
55.3K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-865- 11.42% |
$45.9K - $58.6K
|
6.71K
$435K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-884- 3.49% |
$46.9K - $59.9K
|
24.5K
$1.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-905- 1.95% |
$48K - $61.3K
|
45.6K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-960- 0.92% |
$50.9K - $65K
|
103K
$6.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-976- 4.39% |
$51.8K - $66.1K
|
21.2K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.08K- 0.94% |
$57.1K - $72.9K
|
114K
$7.38M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.08K- 0.17% |
$57.2K - $73K
|
621K
$40.3M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.09K- 2.8% |
$58K - $74K
|
38K
$2.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.17K- 0.35% |
$62.3K - $79.5K
|
337K
$21.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 11.79% |
$63.3K - $80.7K
|
8.92K
$579K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.28K- 9.65% |
$68.1K - $86.9K
|
12K
$780K
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.39K- 4.42% |
$74K - $94.4K
|
30.1K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.47K- 0.64% |
$78.2K - $99.8K
|
230K
$14.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 37.89% |
$78.5K - $100K
|
2.43K
$157K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.48K- 11.13% |
$78.7K - $100K
|
11.8K
$768K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-1.5K- 4.52% |
$79.3K - $101K
|
31.6K
$2.05M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.51K- 1.74% |
$80.2K - $102K
|
85.3K
$5.53M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.64K- 11.99% |
$87.1K - $111K
|
12K
$782K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 8.52% |
$90.5K - $115K
|
18.3K
$1.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.89K- 1.1% |
$100K - $128K
|
170K
$11M
|