Purchases and Sales Made in Q3 2023 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q3 2023. 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 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
245KNew |
$12.1M - $14.1M
|
245K
$15.9M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
230K+ 30.34% |
$11.4M - $13.3M
|
988K
$64.1M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
200KNew |
$9.88M - $11.5M
|
200K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
158K+ 7.7% |
$7.82M - $9.1M
|
2.21M
$143M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 67.75% |
$5.8M - $6.75M
|
290K
$18.8M
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
90.1K+ 73.34% |
$4.46M - $5.19M
|
213K
$13.8M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
80.6K+ 340.59% |
$3.99M - $4.64M
|
104K
$6.76M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.8K+ 13.87% |
$2.96M - $3.44M
|
491K
$31.8M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58.1KNew |
$2.88M - $3.35M
|
58.1K
$3.77M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
52.4K+ 1242.68% |
$2.59M - $3.02M
|
56.7K
$3.68M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
43.8K+ 20.43% |
$2.17M - $2.52M
|
258K
$16.8M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
42KNew |
$2.08M - $2.42M
|
42K
$2.73M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.8K+ 79.4% |
$1.97M - $2.29M
|
90K
$5.84M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.7KNew |
$1.71M - $2M
|
34.7K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2K+ 164.92% |
$1.15M - $1.34M
|
37.3K
$2.42M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
20.7KNew |
$1.02M - $1.19M
|
20.7K
$1.34M
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
19.2KNew |
$950K - $1.11M
|
19.2K
$1.25M
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
18.3KNew |
$907K - $1.06M
|
18.3K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.5K+ 7.46% |
$720K - $838K
|
210K
$13.6M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 5.24% |
$658K - $766K
|
267K
$17.3M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.7K+ 13.03% |
$627K - $730K
|
110K
$7.14M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.8K+ 3.42% |
$583K - $679K
|
356K
$23.1M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.28KNew |
$459K - $535K
|
9.28K
$602K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.94K+ 25.92% |
$442K - $515K
|
43.4K
$2.82M
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
8.76K+ 4.92% |
$434K - $505K
|
187K
$12.1M
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.1KNew |
$401K - $466K
|
8.1K
$525K
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7.29K+ 4.58% |
$361K - $420K
|
166K
$10.8M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.72K+ 0.36% |
$283K - $330K
|
1.58M
$102M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.11KNew |
$253K - $295K
|
5.11K
$332K
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.62KNew |
$229K - $266K
|
4.62K
$300K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.6KNew |
$227K - $265K
|
4.6K
$298K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.58K+ 1.26% |
$227K - $264K
|
368K
$23.9M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.58K+ 7.11% |
$227K - $264K
|
69K
$4.48M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.58KNew |
$227K - $264K
|
4.58K
$297K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.48K+ 11.38% |
$222K - $258K
|
43.9K
$2.85M
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.13K+ 4.84% |
$204K - $238K
|
89.4K
$5.8M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.07KNew |
$201K - $235K
|
4.07K
$264K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.87K+ 4.34% |
$192K - $223K
|
93.2K
$6.04M
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.43K+ 3.44% |
$170K - $198K
|
103K
$6.7M
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.34K+ 20.68% |
$165K - $193K
|
19.5K
$1.27M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
2.85K+ 0.51% |
$141K - $164K
|
566K
$36.7M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.79K+ 59.76% |
$138K - $160K
|
7.45K
$483K
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
2.64K+ 478.08% |
$131K - $152K
|
3.19K
$207K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$123K - $144K
|
2.5K
$162K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.49K+ 1.92% |
$123K - $144K
|
133K
$8.61M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.46K+ 4.9% |
$122K - $142K
|
52.7K
$3.42M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.45K+ 2.15% |
$121K - $141K
|
116K
$7.53M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.34K+ 5.54% |
$116K - $135K
|
44.6K
$2.9M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.21K+ 3.97% |
$109K - $127K
|
57.9K
$3.75M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.15K+ 153.71% |
$106K - $124K
|
3.55K
$230K
|