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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.03K+ 1.54% |
$100K - $117K
|
134K
$8.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.85K+ 5.86% |
$91.5K - $107K
|
33.4K
$2.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.8K+ 2.2% |
$88.8K - $103K
|
83.3K
$5.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.73K+ 20.32% |
$85.4K - $99.4K
|
10.2K
$663K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.72K+ 0.46% |
$85K - $98.9K
|
371K
$24.1M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
1.68K+ 6.56% |
$83.1K - $96.8K
|
27.3K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.64K+ 3.36% |
$81.1K - $94.5K
|
50.4K
$3.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.61K+ 8.16% |
$79.8K - $92.9K
|
21.4K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.61K+ 3.75% |
$79.6K - $92.6K
|
44.4K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.57K+ 10.24% |
$77.6K - $90.4K
|
16.9K
$1.1M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.54K+ 6.93% |
$76.1K - $88.6K
|
23.7K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.49K+ 61.22% |
$73.7K - $85.8K
|
3.92K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.38K+ 1.77% |
$68.4K - $79.7K
|
79.6K
$5.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.28K+ 8.38% |
$63.3K - $73.7K
|
16.5K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 7.08% |
$57.3K - $66.8K
|
17.5K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.14K+ 8.89% |
$56.5K - $65.8K
|
14K
$907K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.01K+ 3.77% |
$50.1K - $58.3K
|
27.9K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1KNew |
$49.5K - $57.6K
|
1K
$64.9K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
965+ 4.62% |
$47.7K - $55.6K
|
21.9K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
862+ 2.88% |
$42.7K - $49.7K
|
30.8K
$2M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
855+ 61.38% |
$42.3K - $49.2K
|
2.25K
$146K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
810New |
$40.1K - $46.7K
|
810
$52.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
808+ 6.3% |
$40K - $46.5K
|
13.6K
$884K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
658+ 5.32% |
$32.6K - $37.9K
|
13K
$845K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
658+ 2.13% |
$32.6K - $37.9K
|
31.6K
$2.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
612+ 14.81% |
$30.3K - $35.3K
|
4.74K
$308K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
550+ 14.57% |
$27.2K - $31.7K
|
4.33K
$281K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$24.7K - $28.8K
|
500
$32.4K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
475+ 26.24% |
$23.5K - $27.4K
|
2.29K
$148K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
451+ 0.34% |
$22.3K - $26K
|
135K
$8.75M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
320+ 1.57% |
$15.8K - $18.4K
|
20.7K
$1.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
300New |
$14.8K - $17.3K
|
300
$19.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
296+ 3.11% |
$14.6K - $17K
|
9.82K
$637K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
199New |
$9.85K - $11.5K
|
199
$12.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
180+ 16.41% |
$8.91K - $10.4K
|
1.28K
$82.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
149+ 3.09% |
$7.37K - $8.58K
|
4.97K
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
120+ 1.95% |
$5.94K - $6.91K
|
6.27K
$407K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$4.95K - $5.76K
|
100
$6.49K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
84New |
$4.16K - $4.84K
|
84
$5.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
70+ 1.59% |
$3.46K - $4.03K
|
4.46K
$290K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
62+ 3.4% |
$3.07K - $3.57K
|
1.88K
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
62+ 6.39% |
$3.07K - $3.57K
|
1.03K
$67K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
53+ 757.14% |
$2.62K - $3.05K
|
60
$3.89K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.09% |
$2.03K - $2.36K
|
45.9K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35+ 0.73% |
$1.73K - $2.02K
|
4.86K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
24+ 0.27% |
$1.19K - $1.38K
|
9.03K
$586K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
13+ 31.71% |
$643 - $749
|
54
$3.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.61% |
$247 - $288
|
819
$53.1K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 36.36% |
$198 - $230
|
15
$973
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.53% |
$49.5 - $57.6
|
188
$12.2K
|