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 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.33KNew |
$317K - $367K
|
6.33K
$411K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.24K+ 12.57% |
$313K - $362K
|
55.9K
$3.62M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.14KNew |
$308K - $356K
|
6.14K
$399K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.83K+ 48.37% |
$293K - $338K
|
17.9K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
5.48K+ 12.7% |
$275K - $318K
|
48.6K
$3.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.27KNew |
$264K - $306K
|
5.27K
$342K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
5.22KNew |
$262K - $303K
|
5.22K
$339K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.08KNew |
$255K - $295K
|
5.08K
$330K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.98K+ 10.92% |
$250K - $289K
|
50.6K
$3.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.66K+ 1.28% |
$234K - $270K
|
369K
$24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.54K+ 95.2% |
$228K - $263K
|
9.3K
$604K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
4.51K+ 8.33% |
$226K - $262K
|
58.7K
$3.81M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.5K+ 43.96% |
$226K - $261K
|
14.7K
$957K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.26KNew |
$214K - $247K
|
4.26K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.24KNew |
$213K - $246K
|
4.24K
$275K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
4.18K+ 13.23% |
$209K - $242K
|
35.7K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.07KNew |
$204K - $236K
|
4.07K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4K+ 82.39% |
$201K - $232K
|
8.86K
$575K
|
|
|
Jan 13, 2023
Q4 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.99K+ 3.27% |
$200K - $232K
|
126K
$8.19M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.75KNew |
$188K - $218K
|
3.75K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.68KNew |
$184K - $213K
|
3.68K
$239K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.52KNew |
$177K - $204K
|
3.52K
$229K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
3.32K+ 3.33% |
$167K - $193K
|
103K
$6.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3K+ 355.21% |
$150K - $174K
|
3.84K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 4.57% |
$148K - $171K
|
67.6K
$4.38M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
2.84K+ 14.43% |
$143K - $165K
|
22.5K
$1.46M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
2.82K+ 37.49% |
$141K - $164K
|
10.3K
$671K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.61K+ 12.04% |
$131K - $151K
|
24.3K
$1.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.55K+ 56.28% |
$128K - $148K
|
7.08K
$459K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.38K+ 7.47% |
$119K - $138K
|
34.2K
$2.22M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.19K+ 18.02% |
$110K - $127K
|
14.3K
$930K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.98KNew |
$99.3K - $115K
|
1.98K
$128K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.96K+ 110.76% |
$98K - $113K
|
3.72K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.85K+ 15.6% |
$92.6K - $107K
|
13.7K
$888K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.82K+ 328.39% |
$91.1K - $105K
|
2.37K
$154K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.8K+ 13.69% |
$90.4K - $105K
|
15K
$971K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 8.9% |
$89.7K - $104K
|
21.9K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.67K+ 13.87% |
$83.6K - $96.7K
|
13.7K
$888K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.65KNew |
$82.7K - $95.7K
|
1.65K
$107K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.59K+ 31.23% |
$79.7K - $92.2K
|
6.68K
$433K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
1.44K+ 5.37% |
$72.4K - $83.8K
|
28.3K
$1.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.38K+ 28.72% |
$69.3K - $80.1K
|
6.19K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.2K+ 12.22% |
$60.2K - $69.7K
|
11K
$716K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.18K+ 0.91% |
$59.4K - $68.7K
|
132K
$8.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 4.59% |
$57.6K - $66.7K
|
26.2K
$1.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.25% |
$56.2K - $65K
|
90.8K
$5.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$55.3K - $63.9K
|
1.1K
$71.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.1K+ 23.59% |
$55K - $63.7K
|
5.75K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.08KNew |
$54.4K - $62.9K
|
1.08K
$70.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.03KNew |
$51.4K - $59.5K
|
1.03K
$66.5K
|