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 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
293+ 0.1% |
$19.2K - $22.3K
|
307K
$19.9M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
282New |
$18.5K - $21.5K
|
282
$18.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
279+ 5.19% |
$18.3K - $21.2K
|
5.65K
$367K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
270+ 8.71% |
$17.7K - $20.5K
|
3.37K
$219K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
265+ 8.43% |
$17.4K - $20.2K
|
3.41K
$221K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
262+ 4.36% |
$17.2K - $19.9K
|
6.27K
$407K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
236New |
$15.5K - $18K
|
236
$15.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
234New |
$15.3K - $17.8K
|
234
$15.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
214+ 0.86% |
$14K - $16.3K
|
25.1K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$13.1K - $15.2K
|
200
$13K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
188New |
$12.3K - $14.3K
|
188
$12.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
187+ 6.41% |
$12.3K - $14.2K
|
3.1K
$201K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
184New |
$12.1K - $14K
|
184
$11.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
179+ 0.66% |
$11.7K - $13.6K
|
27.2K
$1.77M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
175+ 14.39% |
$11.5K - $13.3K
|
1.39K
$90.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
169+ 3.72% |
$11.1K - $12.9K
|
4.71K
$306K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
162+ 14.03% |
$10.6K - $12.3K
|
1.32K
$85.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
155+ 3.38% |
$10.2K - $11.8K
|
4.74K
$307K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
150+ 2.67% |
$9.84K - $11.4K
|
5.76K
$374K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
100+ 0.51% |
$6.56K - $7.61K
|
19.7K
$1.28M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
97+ 2.02% |
$6.36K - $7.38K
|
4.89K
$317K
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
88+ 1.26% |
$5.77K - $6.7K
|
7.08K
$459K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
72New |
$4.72K - $5.48K
|
72
$4.67K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
72New |
$4.72K - $5.48K
|
72
$4.67K
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
71+ 0.76% |
$4.66K - $5.4K
|
9.46K
$614K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
57+ 45.97% |
$3.74K - $4.34K
|
181
$11.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
43+ 0.21% |
$2.82K - $3.27K
|
20.2K
$1.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
43+ 0.79% |
$2.82K - $3.27K
|
5.48K
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
42+ 0.41% |
$2.75K - $3.2K
|
10.2K
$663K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
41+ 0.11% |
$2.69K - $3.12K
|
38K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39+ 0.1% |
$2.56K - $2.97K
|
37.9K
$2.46M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
33+ 8.92% |
$2.16K - $2.51K
|
403
$26.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
33+ 0.42% |
$2.16K - $2.51K
|
7.98K
$518K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
32New |
$2.1K - $2.43K
|
32
$2.08K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27+ 0.55% |
$1.77K - $2.05K
|
4.97K
$322K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25+ 0.53% |
$1.64K - $1.9K
|
4.76K
$309K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
24+ 0.18% |
$1.57K - $1.83K
|
13.2K
$855K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
17+ 4.99% |
$1.12K - $1.29K
|
358
$23.2K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
15+ 0.42% |
$984 - $1.14K
|
3.55K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.19% |
$853 - $989
|
7.03K
$456K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.03% |
$656 - $761
|
37.4K
$2.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
9New |
$590 - $685
|
9
$584
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7+ 0.43% |
$459 - $533
|
1.65K
$107K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.96% |
$459 - $533
|
737
$47.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 0.32% |
$394 - $456
|
1.87K
$121K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
5+ 1.18% |
$328 - $380
|
427
$27.7K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 0.27% |
$328 - $380
|
1.83K
$119K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.26% |
$197 - $228
|
1.17K
$75.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3+ 0.56% |
$197 - $228
|
535
$34.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2+ 0.01% |
$131 - $152
|
14.1K
$916K
|