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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.58K+ 35.7% |
$169K - $196K
|
9.81K
$636K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
2.52K+ 42.86% |
$165K - $191K
|
8.38K
$544K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.35K+ 34.4% |
$154K - $179K
|
9.17K
$595K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.31K+ 2.11% |
$152K - $176K
|
112K
$7.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.2K+ 26.47% |
$144K - $167K
|
10.5K
$681K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.19KNew |
$143K - $166K
|
2.19K
$142K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.11K+ 2.52% |
$139K - $161K
|
85.8K
$5.57M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.03K+ 44.6% |
$133K - $155K
|
6.59K
$427K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.95K+ 8.95% |
$128K - $149K
|
23.8K
$1.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.94KNew |
$127K - $147K
|
1.94K
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 5.43% |
$123K - $142K
|
36.3K
$2.36M
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
1.8K+ 37.21% |
$118K - $137K
|
6.65K
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
1.8K+ 6.0% |
$118K - $137K
|
31.7K
$2.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.59K+ 44.5% |
$104K - $121K
|
5.16K
$335K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.3K+ 2032.81% |
$85.3K - $99K
|
1.37K
$88.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.28K+ 3.18% |
$83.9K - $97.3K
|
41.4K
$2.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.24K+ 7.92% |
$81K - $94K
|
16.8K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.22KNew |
$80.3K - $93.1K
|
1.22K
$79.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.2K+ 32.24% |
$78.9K - $91.5K
|
4.93K
$320K
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.18K+ 29.7% |
$77.2K - $89.5K
|
5.14K
$334K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.15KNew |
$75.6K - $87.6K
|
1.15K
$74.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
1.15K+ 0.25% |
$75.3K - $87.3K
|
463K
$30M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.12KNew |
$73.6K - $85.4K
|
1.12K
$72.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.08K+ 95.47% |
$70.5K - $81.8K
|
2.2K
$143K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.04K+ 1.05% |
$68.5K - $79.4K
|
101K
$6.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.04K+ 8.96% |
$68.1K - $79K
|
12.6K
$820K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
911+ 3.44% |
$59.8K - $69.3K
|
27.4K
$1.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
814+ 11.75% |
$53.4K - $61.9K
|
7.74K
$502K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
769+ 2.67% |
$50.4K - $58.5K
|
29.5K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
747+ 13.88% |
$49K - $56.8K
|
6.13K
$398K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
680+ 4.06% |
$44.6K - $51.7K
|
17.4K
$1.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
650+ 233.81% |
$42.6K - $49.5K
|
928
$60.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
618New |
$40.5K - $47K
|
618
$40.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
615+ 1.46% |
$40.3K - $46.8K
|
42.8K
$2.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
599+ 0.35% |
$39.3K - $45.6K
|
171K
$11.1M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
599+ 0.35% |
$39.3K - $45.6K
|
171K
$11.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
598+ 4.27% |
$39.2K - $45.5K
|
14.6K
$948K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
595+ 12.01% |
$39K - $45.3K
|
5.55K
$360K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
582New |
$38.2K - $44.3K
|
582
$37.8K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
574New |
$37.6K - $43.7K
|
574
$37.2K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
528+ 0.68% |
$34.6K - $40.2K
|
77.8K
$5.05M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
491New |
$32.2K - $37.4K
|
491
$31.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
480+ 11.68% |
$31.5K - $36.5K
|
4.59K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
452+ 2.28% |
$29.6K - $34.4K
|
20.3K
$1.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
447+ 7.81% |
$29.3K - $34K
|
6.17K
$400K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
422New |
$27.7K - $32.1K
|
422
$27.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
383+ 4.04% |
$25.1K - $29.1K
|
9.87K
$640K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
378+ 3.39% |
$24.8K - $28.8K
|
11.5K
$747K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
365+ 4.49% |
$23.9K - $27.8K
|
8.5K
$552K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
325New |
$21.3K - $24.7K
|
325
$21.1K
|