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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
56New |
$2.97K - $3.79K
|
56
$3.45K
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.59K+ 3.9% |
$137K - $175K
|
68.9K
$4.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-228- 14.66% |
$12.1K - $15.4K
|
1.33K
$81.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5- 0.05% |
$265 - $339
|
10.3K
$635K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 8.52% |
$90.5K - $115K
|
18.3K
$1.13M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
148New |
$7.85K - $10K
|
148
$9.11K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-567- 17.03% |
$30.1K - $38.4K
|
2.76K
$170K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.13K+ 11.67% |
$60.1K - $76.7K
|
10.8K
$667K
|
|
| Q2 2022 | |||||||
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.82KNew |
$334K - $434K
|
5.82K
$358K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
54New |
$3.1K - $4.02K
|
54
$3.32K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82KNew |
$104K - $135K
|
1.82K
$112K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.38KClosed |
$309K - $401K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-200Closed |
$11.5K - $14.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-5.59K- 5.83% |
$320K - $416K
|
90.3K
$5.56M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$231K - $300K
|
4.03K
$248K
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.99KClosed |
$172K - $223K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-24Closed |
$1.38K - $1.79K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
300New |
$17.2K - $22.3K
|
300
$18.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.08KClosed |
$177K - $229K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-363Closed |
$20.8K - $27K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 78.66% |
$956K - $1.24M
|
4.52K
$278K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13+ 0.23% |
$745 - $968
|
5.76K
$354K
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-102Closed |
$5.85K - $7.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
675+ 14.39% |
$38.7K - $50.3K
|
5.37K
$330K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.05KClosed |
$175K - $227K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-340Closed |
$19.5K - $25.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.83KClosed |
$162K - $211K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-35.6KClosed |
$2.04M - $2.65M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.12KClosed |
$179K - $232K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
618New |
$35.4K - $46K
|
618
$38K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.74KClosed |
$272K - $353K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.31KClosed |
$190K - $247K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.6KClosed |
$839K - $1.09M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-15.1KClosed |
$867K - $1.13M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
2.64K+ 71.58% |
$152K - $197K
|
6.34K
$390K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-264Closed |
$15.1K - $19.7K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
690New |
$39.6K - $51.4K
|
690
$42.5K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-2.92KClosed |
$168K - $218K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-2.96KClosed |
$170K - $220K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
147+ 0.67% |
$8.43K - $10.9K
|
22.2K
$1.36M
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-480Closed |
$27.5K - $35.8K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
122New |
$6.99K - $9.09K
|
122
$7.51K
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.88KClosed |
$165K - $214K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7.31KClosed |
$419K - $545K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-3.16KClosed |
$181K - $235K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13New |
$745 - $968
|
13
$800
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
65New |
$3.73K - $4.84K
|
65
$4K
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-362- 13.12% |
$20.7K - $27K
|
2.4K
$148K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-189Closed |
$10.8K - $14.1K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
42New |
$2.41K - $3.13K
|
42
$2.59K
|
|