Purchases and Sales Made in Q4 2021 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.8KNew |
$380K - $441K
|
5.8K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.54K+ 2.17% |
$364K - $422K
|
261K
$17.4M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.52K+ 19.54% |
$362K - $420K
|
33.8K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.48KNew |
$359K - $417K
|
5.48K
$365K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.41KNew |
$355K - $411K
|
5.41K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
5.16KNew |
$339K - $393K
|
5.16K
$344K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.16K+ 18.83% |
$338K - $393K
|
32.6K
$2.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.64KNew |
$304K - $353K
|
4.64K
$309K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.6KNew |
$302K - $350K
|
4.6K
$306K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.56KNew |
$299K - $347K
|
4.56K
$304K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.5K+ 5.55% |
$295K - $342K
|
85.5K
$5.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.38K+ 98.96% |
$287K - $333K
|
8.8K
$586K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
4.32KNew |
$283K - $329K
|
4.32K
$288K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.24KNew |
$278K - $322K
|
4.24K
$282K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.96KNew |
$260K - $302K
|
3.96K
$264K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.58KNew |
$235K - $273K
|
3.58K
$239K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
3.52K+ 695.07% |
$231K - $268K
|
4.03K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.5K+ 1.53% |
$229K - $266K
|
232K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.45KNew |
$226K - $262K
|
3.45K
$230K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.4KNew |
$223K - $259K
|
3.4K
$226K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.4KNew |
$223K - $259K
|
3.4K
$226K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.3KNew |
$216K - $251K
|
3.3K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.22KNew |
$211K - $245K
|
3.22K
$214K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
3.19K+ 0.52% |
$209K - $243K
|
614K
$40.9M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.19K+ 6.07% |
$209K - $243K
|
55.7K
$3.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.18KNew |
$209K - $242K
|
3.18K
$212K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.18KNew |
$209K - $242K
|
3.18K
$212K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.07KNew |
$201K - $233K
|
3.07K
$204K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.06K+ 14.09% |
$201K - $233K
|
24.8K
$1.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
3.06KNew |
$200K - $233K
|
3.06K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.05KNew |
$200K - $232K
|
3.05K
$203K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.02KNew |
$198K - $230K
|
3.02K
$201K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.96K+ 0.62% |
$194K - $225K
|
483K
$32.2M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
2.92KNew |
$192K - $222K
|
2.92K
$195K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.89KNew |
$190K - $220K
|
2.89K
$193K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
2.89KNew |
$189K - $220K
|
2.89K
$192K
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2.89KNew |
$189K - $220K
|
2.89K
$192K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2.85KNew |
$187K - $217K
|
2.85K
$190K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.8KNew |
$184K - $213K
|
2.8K
$187K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$184K - $213K
|
2.8K
$187K
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.79KNew |
$183K - $212K
|
2.79K
$186K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.79KNew |
$183K - $212K
|
2.79K
$186K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.78K+ 1.17% |
$182K - $211K
|
239K
$15.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.72KNew |
$178K - $207K
|
2.72K
$181K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.71KNew |
$178K - $206K
|
2.71K
$181K
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.71KNew |
$178K - $206K
|
2.71K
$180K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.67KNew |
$175K - $203K
|
2.67K
$178K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
2.66KNew |
$175K - $203K
|
2.66K
$177K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.63KNew |
$173K - $200K
|
2.63K
$175K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.63KNew |
$173K - $200K
|
2.63K
$175K
|