Purchases and Sales Made in Q4 2022 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
95.5M+ 98482.24% |
$4.79B - $5.54B
|
95.6M
$6.2B
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
926KNew |
$46.4M - $53.7M
|
926K
$60.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
320K+ 18.21% |
$16M - $18.5M
|
2.07M
$135M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
261K+ 72.68% |
$13.1M - $15.1M
|
619K
$40.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
228KNew |
$11.4M - $13.2M
|
228K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
156K+ 699.52% |
$7.83M - $9.06M
|
178K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
118KNew |
$5.94M - $6.87M
|
118K
$7.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
117K+ 124.3% |
$5.86M - $6.78M
|
211K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
112KNew |
$5.6M - $6.48M
|
112K
$7.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
103K+ 78070.45% |
$5.17M - $5.98M
|
103K
$6.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
102K+ 19.82% |
$5.13M - $5.94M
|
619K
$40.2M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
93K+ 244.84% |
$4.66M - $5.39M
|
131K
$8.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
81.4K+ 5145.45% |
$4.08M - $4.72M
|
83K
$5.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 10.96% |
$3.51M - $4.06M
|
709K
$46M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.6K+ 64.34% |
$2.59M - $3M
|
132K
$8.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.6K+ 3.42% |
$2.39M - $2.76M
|
1.44M
$93.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
46.8K+ 34.56% |
$2.35M - $2.72M
|
182K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.2K+ 12.59% |
$1.87M - $2.16M
|
333K
$21.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.4K+ 7.95% |
$1.83M - $2.11M
|
495K
$32.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
32.9KNew |
$1.65M - $1.91M
|
32.9K
$2.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.9K+ 9.15% |
$1.55M - $1.79M
|
368K
$23.9M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 30.13% |
$1.5M - $1.74M
|
129K
$8.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29K+ 16.78% |
$1.45M - $1.68M
|
202K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.4KNew |
$1.43M - $1.65M
|
28.4K
$1.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.9KNew |
$1.35M - $1.56M
|
26.9K
$1.75M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
23.6K+ 9.46% |
$1.18M - $1.37M
|
273K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.2K+ 28.05% |
$1.16M - $1.34M
|
106K
$6.86M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 15.14% |
$979K - $1.13M
|
148K
$9.64M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.5K+ 404.92% |
$978K - $1.13M
|
24.3K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 7.41% |
$915K - $1.06M
|
264K
$17.1M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
17.1K+ 25.53% |
$857K - $992K
|
84K
$5.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16.9KNew |
$848K - $982K
|
16.9K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
16.7KNew |
$838K - $970K
|
16.7K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
15.7K+ 214.86% |
$790K - $914K
|
23.1K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
15.3K+ 378.43% |
$767K - $888K
|
19.3K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.5K+ 24.34% |
$675K - $781K
|
68.8K
$4.46M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.5K+ 24.34% |
$675K - $781K
|
68.8K
$4.46M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
12.8K+ 2.96% |
$644K - $745K
|
447K
$29M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
11.6K+ 8.92% |
$584K - $676K
|
142K
$9.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$583K - $675K
|
11.6K
$755K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
11.6K+ 7.81% |
$580K - $672K
|
160K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 5863.33% |
$529K - $612K
|
10.7K
$697K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.94KNew |
$498K - $577K
|
9.94K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.58K+ 5.45% |
$480K - $556K
|
185K
$12M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.32KNew |
$467K - $541K
|
9.32K
$604K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.36KNew |
$419K - $485K
|
8.36K
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
7.98KNew |
$400K - $463K
|
7.98K
$517K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.54K+ 85.63% |
$378K - $437K
|
16.3K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.32K+ 21.93% |
$367K - $425K
|
40.7K
$2.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.48KNew |
$325K - $376K
|
6.48K
$420K
|