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 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-470- 4.61% |
$23.6K - $27.3K
|
9.73K
$631K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-486- 7.41% |
$24.4K - $28.2K
|
6.07K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-519- 10.0% |
$26K - $30.1K
|
4.67K
$303K
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-626- 2.7% |
$31.4K - $36.3K
|
22.5K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-721- 7.57% |
$36.2K - $41.8K
|
8.8K
$571K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-731- 7.59% |
$36.7K - $42.4K
|
8.9K
$578K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-766- 2.08% |
$38.4K - $44.5K
|
36.1K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-801- 11.94% |
$40.2K - $46.5K
|
5.91K
$383K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-852- 48.63% |
$42.7K - $49.4K
|
900
$58.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-856- 9.6% |
$42.9K - $49.7K
|
8.07K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-888- 3.1% |
$44.5K - $51.5K
|
27.8K
$1.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-900- 16.04% |
$45.1K - $52.2K
|
4.71K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-903- 5.94% |
$45.3K - $52.4K
|
14.3K
$927K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-989- 19.98% |
$49.6K - $57.4K
|
3.96K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 16.39% |
$50.2K - $58K
|
5.1K
$331K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-1.03K- 0.2% |
$51.9K - $60K
|
506K
$32.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.11K- 12.49% |
$55.6K - $64.4K
|
7.77K
$504K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.19K- 7.05% |
$59.8K - $69.2K
|
15.7K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.22K- 20.47% |
$61.3K - $71K
|
4.75K
$308K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.25K- 21.5% |
$62.4K - $72.2K
|
4.55K
$295K
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.29K- 5.29% |
$64.9K - $75.1K
|
23.2K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.36K- 20.5% |
$68.4K - $79.2K
|
5.29K
$343K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.45K- 23.65% |
$72.6K - $84K
|
4.67K
$303K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.47K- 3.05% |
$73.7K - $85.3K
|
46.8K
$3.03M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.78K- 4.81% |
$89.2K - $103K
|
35.2K
$2.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.84K- 33.76% |
$92.1K - $107K
|
3.6K
$234K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.9K- 6.63% |
$95.3K - $110K
|
26.8K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.95K- 25.32% |
$97.7K - $113K
|
5.75K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.1K- 11.01% |
$105K - $122K
|
16.9K
$1.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.11K- 17.49% |
$106K - $122K
|
9.94K
$645K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.19K- 5.25% |
$110K - $127K
|
39.6K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.24K- 1.97% |
$112K - $130K
|
111K
$7.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.48K- 13.76% |
$124K - $144K
|
15.5K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.6K- 1.07% |
$130K - $151K
|
240K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.73K- 8.75% |
$137K - $158K
|
28.5K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.75K- 18.97% |
$138K - $159K
|
11.7K
$761K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3K- 31.79% |
$150K - $174K
|
6.44K
$418K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.02K- 40.18% |
$152K - $175K
|
4.5K
$292K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.52K- 4.02% |
$177K - $204K
|
84.1K
$5.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.89K- 37.8% |
$195K - $225K
|
6.39K
$415K
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-4K- 43.24% |
$201K - $232K
|
5.25K
$341K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-4.19K- 18.86% |
$210K - $243K
|
18K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-4.39K- 9.28% |
$220K - $255K
|
42.9K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.03K- 15.46% |
$252K - $292K
|
27.5K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-5.84K- 38.31% |
$293K - $339K
|
9.41K
$610K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.12K- 1.47% |
$307K - $355K
|
410K
$26.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.7K- 1.72% |
$336K - $389K
|
383K
$24.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.7K- 66.38% |
$386K - $447K
|
3.9K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.31K- 31.42% |
$417K - $482K
|
18.1K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.47K- 8.12% |
$425K - $492K
|
95.8K
$6.22M
|