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 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.06K- 14.59% |
$52.5K - $61.2K
|
6.22K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.14K- 7.42% |
$56.4K - $65.7K
|
14.2K
$923K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.16K- 0.97% |
$57.2K - $66.6K
|
118K
$7.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 3.57% |
$60.6K - $70.6K
|
33.1K
$2.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.25K- 1.88% |
$61.8K - $71.9K
|
65.1K
$4.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.33K- 7.43% |
$65.9K - $76.7K
|
16.6K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.4K- 9.68% |
$69.3K - $80.6K
|
13.1K
$848K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.42K- 21.92% |
$70.3K - $81.8K
|
5.06K
$328K
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-1.57K- 27.47% |
$77.6K - $90.3K
|
4.14K
$269K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.62K- 8.59% |
$79.9K - $93K
|
17.2K
$1.12M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 0.5% |
$86.8K - $101K
|
349K
$22.7M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.91K- 13.49% |
$94.7K - $110K
|
12.3K
$797K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.98K- 47.76% |
$98K - $114K
|
2.17K
$141K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.98K- 47.76% |
$98K - $114K
|
2.17K
$141K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2K- 14.65% |
$98.9K - $115K
|
11.6K
$755K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.16K- 1.29% |
$107K - $124K
|
166K
$10.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.36K- 18.7% |
$117K - $136K
|
10.3K
$665K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.58K- 1.57% |
$127K - $148K
|
161K
$10.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.69K- 7.91% |
$133K - $155K
|
31.4K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.87K- 18.07% |
$142K - $165K
|
13K
$845K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.89K- 38.77% |
$143K - $166K
|
4.56K
$296K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.53K- 10.31% |
$175K - $203K
|
30.7K
$1.99M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-3.88K- 6.68% |
$192K - $223K
|
54.1K
$3.51M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.98K- 14.47% |
$197K - $229K
|
23.5K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.99K- 18.91% |
$197K - $230K
|
17.1K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.24K- 9.09% |
$210K - $244K
|
42.4K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.67K- 97.6% |
$231K - $269K
|
115
$7.46K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.18K- 25.52% |
$256K - $298K
|
15.1K
$981K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.23K- 30.13% |
$259K - $301K
|
12.1K
$786K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.96K- 33.89% |
$295K - $343K
|
11.6K
$754K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.33K- 7.41% |
$313K - $364K
|
79.1K
$5.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-7.08K- 9.81% |
$350K - $408K
|
65.1K
$4.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.1K- 4.84% |
$351K - $409K
|
139K
$9.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.25K- 48.28% |
$458K - $533K
|
9.91K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.31K- 8.72% |
$461K - $536K
|
97.5K
$6.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 2.48% |
$507K - $590K
|
403K
$26.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10.8K- 3.93% |
$537K - $625K
|
265K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.6K- 6.35% |
$623K - $726K
|
186K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-12.7K- 3.45% |
$626K - $729K
|
354K
$23M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13.5K- 2.28% |
$668K - $778K
|
578K
$37.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.3K- 13.71% |
$707K - $823K
|
90K
$5.84M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.2K- 4.06% |
$802K - $934K
|
383K
$24.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-16.6K- 7.32% |
$822K - $957K
|
210K
$13.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-38.5K- 37.29% |
$1.9M - $2.22M
|
64.7K
$4.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.4K- 68.14% |
$2.84M - $3.31M
|
26.9K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-65.8K- 13.02% |
$3.26M - $3.79M
|
440K
$28.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-106K- 5.0% |
$5.23M - $6.09M
|
2.01M
$130M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 7.64% |
$6.07M - $7.06M
|
1.48M
$96.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-148K- 22.77% |
$7.3M - $8.5M
|
501K
$32.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-160K- 89.34% |
$7.9M - $9.2M
|
19.1K
$1.24M
|