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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
8+ 0.19% |
$401 - $464
|
4.3K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.46% |
$301 - $348
|
1.32K
$85.7K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.45% |
$301 - $348
|
1.33K
$86K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.93% |
$201 - $232
|
433
$28.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4New |
$201 - $232
|
4
$260
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.05% |
$150 - $174
|
5.8K
$377K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.01% |
$100 - $116
|
31.1K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2+ 0.05% |
$100 - $116
|
3.78K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2+ 1.09% |
$100 - $116
|
186
$12.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.16% |
$100 - $116
|
1.24K
$80.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.91% |
$100 - $116
|
222
$14.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$50.2 - $58
|
9.7K
$630K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$50.2 - $58
|
1.08K
$69.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.17% |
$50.2 - $58
|
585
$38K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 33.33% |
$50.2 - $58
|
2
$130
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-6Closed |
$301 - $348
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10- 0.13% |
$502 - $580
|
7.66K
$497K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-39- 0.46% |
$1.96K - $2.26K
|
8.36K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-50- 0.78% |
$2.51K - $2.9K
|
6.32K
$410K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-51- 8.23% |
$2.56K - $2.96K
|
569
$36.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-91- 0.44% |
$4.56K - $5.28K
|
20.4K
$1.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-109- 1.34% |
$5.47K - $6.33K
|
8.03K
$521K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-139- 0.5% |
$6.97K - $8.07K
|
27.7K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-151- 1.43% |
$7.57K - $8.76K
|
10.4K
$675K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-153- 8.94% |
$7.67K - $8.88K
|
1.56K
$101K
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-160- 0.53% |
$8.02K - $9.28K
|
30K
$1.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-162- 0.82% |
$8.12K - $9.4K
|
19.5K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-167- 0.32% |
$8.38K - $9.69K
|
52.7K
$3.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-175- 1.97% |
$8.78K - $10.2K
|
8.69K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-178- 0.15% |
$8.93K - $10.3K
|
117K
$7.6M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-200- 4.07% |
$10K - $11.6K
|
4.72K
$306K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-200- 3.28% |
$10K - $11.6K
|
5.89K
$382K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-205- 0.89% |
$10.3K - $11.9K
|
22.7K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-210- 49.41% |
$10.5K - $12.2K
|
215
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-211- 16.37% |
$10.6K - $12.2K
|
1.08K
$70K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-220- 2.3% |
$11K - $12.8K
|
9.35K
$607K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-230- 2.05% |
$11.5K - $13.3K
|
11K
$713K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-240- 1.41% |
$12K - $13.9K
|
16.8K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-266- 48.9% |
$13.3K - $15.4K
|
278
$18K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-285- 1.27% |
$14.3K - $16.5K
|
22.1K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-296- 4.12% |
$14.8K - $17.2K
|
6.9K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-300- 0.91% |
$15K - $17.4K
|
32.5K
$2.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-300- 6.14% |
$15K - $17.4K
|
4.58K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-349- 3.82% |
$17.5K - $20.3K
|
8.78K
$570K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-350- 1.77% |
$17.6K - $20.3K
|
19.5K
$1.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-369- 5.41% |
$18.5K - $21.4K
|
6.45K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-379- 2.83% |
$19K - $22K
|
13K
$843K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-398- 3.43% |
$20K - $23.1K
|
11.2K
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-445- 2.44% |
$22.3K - $25.8K
|
17.8K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-459- 90.18% |
$23K - $26.6K
|
50
$3.24K
|