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 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2- 0.01% |
$99 - $115
|
22.7K
$1.51M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21- 0.26% |
$1.04K - $1.21K
|
8.18K
$545K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-44- 7.51% |
$2.18K - $2.53K
|
542
$36.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-49- 0.22% |
$2.42K - $2.82K
|
21.8K
$1.45M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-65- 1.53% |
$3.22K - $3.74K
|
4.19K
$279K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-72- 0.36% |
$3.56K - $4.15K
|
20K
$1.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-81- 3.97% |
$4.01K - $4.67K
|
1.96K
$130K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-86- 2.02% |
$4.26K - $4.95K
|
4.16K
$277K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-90- 1.43% |
$4.45K - $5.18K
|
6.2K
$413K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-109- 1.08% |
$5.39K - $6.28K
|
10K
$666K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-111- 0.31% |
$5.49K - $6.39K
|
35.8K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-130- 0.59% |
$6.43K - $7.49K
|
21.9K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-135- 3.91% |
$6.68K - $7.78K
|
3.32K
$221K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-170- 2.06% |
$8.41K - $9.79K
|
8.09K
$539K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-177- 1.05% |
$8.76K - $10.2K
|
16.7K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-190- 1.23% |
$9.4K - $10.9K
|
15.3K
$1.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-195- 2.96% |
$9.65K - $11.2K
|
6.4K
$426K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-229- 6.02% |
$11.3K - $13.2K
|
3.57K
$238K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-244- 3.82% |
$12.1K - $14.1K
|
6.14K
$409K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-250- 66.49% |
$12.4K - $14.4K
|
126
$8.39K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-255- 0.6% |
$12.6K - $14.7K
|
42.5K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-258- 4.36% |
$12.8K - $14.9K
|
5.66K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-264- 0.24% |
$13.1K - $15.2K
|
111K
$7.39M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-284- 2.33% |
$14.1K - $16.4K
|
11.9K
$794K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-324- 4.47% |
$16K - $18.7K
|
6.92K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-328- 0.64% |
$16.2K - $18.9K
|
51.2K
$3.41M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-365- 2.44% |
$18.1K - $21K
|
14.6K
$972K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-373- 2.28% |
$18.5K - $21.5K
|
16K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-376- 3.24% |
$18.6K - $21.7K
|
11.2K
$747K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-389- 0.34% |
$19.2K - $22.4K
|
115K
$7.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-408- 1.66% |
$20.2K - $23.5K
|
24.2K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-442- 75.95% |
$21.9K - $25.5K
|
140
$9.33K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-458- 5.72% |
$22.7K - $26.4K
|
7.55K
$503K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-465- 5.24% |
$23K - $26.8K
|
8.41K
$560K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-474- 0.33% |
$23.5K - $27.3K
|
145K
$9.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-516- 3.73% |
$25.5K - $29.7K
|
13.3K
$887K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-559- 9.62% |
$27.7K - $32.2K
|
5.25K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-610- 4.32% |
$30.2K - $35.1K
|
13.5K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-638- 2.38% |
$31.6K - $36.7K
|
26.1K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-700- 11.59% |
$34.6K - $40.3K
|
5.34K
$356K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-705- 5.13% |
$34.9K - $40.6K
|
13K
$869K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-808- 20.88% |
$40K - $46.5K
|
3.06K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-813- 3.12% |
$40.2K - $46.8K
|
25.2K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-820- 0.8% |
$40.6K - $47.2K
|
102K
$6.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-926- 1.15% |
$45.8K - $53.3K
|
79.3K
$5.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-963- 6.38% |
$47.6K - $55.5K
|
14.1K
$942K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-964- 6.92% |
$47.7K - $55.5K
|
13K
$864K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-990- 10.88% |
$49K - $57K
|
8.11K
$540K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.01K- 11.44% |
$49.7K - $57.9K
|
7.78K
$518K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 3.12% |
$50.9K - $59.3K
|
32K
$2.13M
|