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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.03KNew |
$51.4K - $59.5K
|
1.03K
$68.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
980New |
$49.1K - $56.9K
|
980
$65.3K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
958+ 17.57% |
$48K - $55.6K
|
6.41K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
886+ 0.86% |
$44.4K - $51.4K
|
104K
$6.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
819+ 8.85% |
$41.1K - $47.5K
|
10.1K
$671K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
780+ 3.01% |
$39.1K - $45.3K
|
26.7K
$1.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
776+ 3.28% |
$38.9K - $45K
|
24.4K
$1.63M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
732+ 1220.0% |
$36.7K - $42.5K
|
792
$52.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
705+ 60.2% |
$35.4K - $40.9K
|
1.88K
$125K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
697+ 1.66% |
$35K - $40.4K
|
42.6K
$2.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
686New |
$34.4K - $39.8K
|
686
$45.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
634New |
$31.8K - $36.8K
|
634
$42.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
610+ 3.4% |
$30.6K - $35.4K
|
18.5K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
602+ 2.21% |
$30.2K - $34.9K
|
27.9K
$1.86M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
476New |
$23.9K - $27.6K
|
476
$31.7K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
430New |
$21.6K - $25K
|
430
$28.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
400New |
$20.1K - $23.2K
|
400
$26.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
398+ 2.07% |
$20K - $23.1K
|
19.7K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
387New |
$19.4K - $22.5K
|
387
$25.8K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
340+ 2.34% |
$17.1K - $19.7K
|
14.9K
$991K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
331+ 8.3% |
$16.6K - $19.2K
|
4.32K
$288K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
311+ 1.46% |
$15.6K - $18K
|
21.5K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
288+ 4.06% |
$14.4K - $16.7K
|
7.38K
$492K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
282+ 4.41% |
$14.1K - $16.4K
|
6.68K
$445K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
256+ 0.3% |
$12.8K - $14.9K
|
85.5K
$5.7M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
236New |
$11.8K - $13.7K
|
236
$15.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
233+ 0.77% |
$11.7K - $13.5K
|
30.5K
$2.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
218+ 5.73% |
$10.9K - $12.7K
|
4.02K
$268K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
215+ 3.3% |
$10.8K - $12.5K
|
6.72K
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
211+ 0.71% |
$10.6K - $12.2K
|
30.1K
$2M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
184New |
$9.23K - $10.7K
|
184
$12.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130New |
$6.52K - $7.54K
|
130
$8.66K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
126New |
$6.32K - $7.31K
|
126
$8.39K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
122+ 1.28% |
$6.12K - $7.08K
|
9.62K
$641K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
85+ 2.16% |
$4.26K - $4.93K
|
4.03K
$268K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
84+ 0.58% |
$4.21K - $4.87K
|
14.5K
$965K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
73+ 0.34% |
$3.66K - $4.24K
|
21.4K
$1.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
72New |
$3.61K - $4.18K
|
72
$4.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
52+ 100.0% |
$2.61K - $3.02K
|
104
$6.93K
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
48+ 0.86% |
$2.41K - $2.79K
|
5.62K
$374K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36+ 4.58% |
$1.81K - $2.09K
|
822
$54.8K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
33+ 8.92% |
$1.65K - $1.91K
|
403
$26.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30+ 0.6% |
$1.5K - $1.74K
|
5.05K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28New |
$1.4K - $1.62K
|
28
$1.87K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27+ 0.14% |
$1.35K - $1.57K
|
19.2K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
22+ 0.58% |
$1.1K - $1.28K
|
3.85K
$256K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
22+ 0.85% |
$1.1K - $1.28K
|
2.61K
$174K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
19+ 0.07% |
$953 - $1.1K
|
29.1K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
11New |
$552 - $638
|
11
$733
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10New |
$502 - $580
|
10
$666
|