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 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-8.72K- 34.94% |
$437K - $506K
|
16.2K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.92K- 24.52% |
$447K - $518K
|
27.5K
$1.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10K- 58.91% |
$501K - $580K
|
6.97K
$452K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.4K- 5.61% |
$521K - $603K
|
175K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-12.1K- 31.69% |
$607K - $703K
|
26.1K
$1.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-13.2K- 3.68% |
$663K - $767K
|
346K
$22.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-13.3K- 41.78% |
$669K - $775K
|
18.6K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-13.6K- 5.03% |
$684K - $792K
|
258K
$16.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.2K- 3.49% |
$711K - $823K
|
392K
$25.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-14.5K- 33.86% |
$728K - $843K
|
28.4K
$1.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-15.3K- 4.62% |
$769K - $890K
|
317K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.7K- 29.33% |
$839K - $970K
|
40.3K
$2.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-17.6K- 16.42% |
$880K - $1.02M
|
89.3K
$5.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.4K- 7.25% |
$922K - $1.07M
|
235K
$15.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
SELL
|
- |
-18.7K- 74.91% |
$936K - $1.08M
|
6.25K
$406K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.1K- 77.19% |
$1.46M - $1.69M
|
8.6K
$558K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-29.5K- 25.06% |
$1.48M - $1.71M
|
88.1K
$5.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-30.1K- 13.58% |
$1.51M - $1.75M
|
191K
$12.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-49.7K- 88.08% |
$2.49M - $2.89M
|
6.73K
$437K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-51.9K- 21.56% |
$2.6M - $3.01M
|
189K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57.1K- 7.15% |
$2.86M - $3.31M
|
741K
$48.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-63.7K- 93.91% |
$3.19M - $3.7M
|
4.13K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-75K- 70.75% |
$3.76M - $4.35M
|
31K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-263K- 42.29% |
$13.2M - $15.2M
|
359K
$23.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-516K- 30.48% |
$25.9M - $29.9M
|
1.18M
$76.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-651K- 26.03% |
$32.6M - $37.8M
|
1.85M
$120M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-95.6M- 100.0% |
$4.79B - $5.55B
|
1.58K
$103K
|