Latest Institutional Transactions on Ishares Tr (ICF)
This table provides information on the latest institutional transactions involving Ishares Tr (ICF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.65KNew |
$289K - $350K
|
5.65K
$348K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.34K- 12.92% |
$68.4K - $82.6K
|
9K
$554K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40New |
$2.05K - $2.48K
|
40
$2.46K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
19+ 0.47% |
$973 - $1.18K
|
4.08K
$251K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-69.1K- 67.01% |
$3.54M - $4.28M
|
34K
$2.09M
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
SELL
|
- |
-626- 2.78% |
$32.1K - $38.8K
|
21.9K
$1.35M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-70- 29.66% |
$3.58K - $4.33K
|
166
$10.2K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.96K+ 110.76% |
$98K - $113K
|
3.72K
$229K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
430New |
$21.6K - $25K
|
430
$26.5K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 33.33% |
$50.2 - $58
|
2
$123
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.08KNew |
$54.4K - $62.9K
|
1.08K
$66.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.33KNew |
$317K - $367K
|
6.33K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.65KNew |
$82.7K - $95.7K
|
1.65K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10New |
$502 - $580
|
10
$616
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 5863.33% |
$529K - $612K
|
10.7K
$661K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
400New |
$20.1K - $23.2K
|
400
$24.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-75K- 70.75% |
$3.76M - $4.35M
|
31K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
52+ 100.0% |
$2.61K - $3.02K
|
104
$6.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-296- 4.12% |
$14.8K - $17.2K
|
6.9K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.26KNew |
$214K - $247K
|
4.26K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.95K- 25.32% |
$97.7K - $113K
|
5.75K
$354K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$50.2 - $58
|
1.08K
$66.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
11New |
$552 - $638
|
11
$677
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
686New |
$34.4K - $39.8K
|
686
$42.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-49.7K- 88.08% |
$2.49M - $2.89M
|
6.73K
$414K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3K- 31.79% |
$150K - $174K
|
6.44K
$396K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.08KNew |
$255K - $295K
|
5.08K
$313K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-6Closed |
$301 - $348
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
387New |
$19.4K - $22.5K
|
387
$23.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.91% |
$100 - $116
|
222
$13.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-900- 16.04% |
$45.1K - $52.2K
|
4.71K
$290K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4New |
$201 - $232
|
4
$246
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-852- 48.63% |
$42.7K - $49.4K
|
900
$55.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
72New |
$3.61K - $4.18K
|
72
$4.43K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
634New |
$31.8K - $36.8K
|
634
$39K
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-4K- 43.24% |
$201K - $232K
|
5.25K
$323K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-200- 4.07% |
$10K - $11.6K
|
4.72K
$291K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
980New |
$49.1K - $56.9K
|
980
$60.3K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-444Closed |
$23.6K - $30.1K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.89K- 1.1% |
$100K - $128K
|
170K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.35K+ 1.13% |
$71.6K - $91.4K
|
121K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.13K+ 12.85% |
$60.1K - $76.7K
|
9.95K
$613K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.42KNew |
$75.3K - $96.1K
|
1.42K
$87.3K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-691- 10.82% |
$36.7K - $46.8K
|
5.69K
$350K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26+ 0.65% |
$1.38K - $1.76K
|
4.05K
$249K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
2.27K+ 19.17% |
$121K - $154K
|
14.1K
$869K
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-5.57K- 35.36% |
$296K - $377K
|
10.2K
$627K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.01% |
$53.1 - $67.7
|
100
$6.16K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
150KNew |
$7.98M - $10.2M
|
150K
$9.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-16- 0.22% |
$849 - $1.08K
|
7.22K
$445K
|
|