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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
686New |
$34.4K - $39.8K
|
686
$41.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3K- 31.79% |
$150K - $174K
|
6.44K
$391K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.08KNew |
$255K - $295K
|
5.08K
$308K
|
|
|
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
$23.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.91% |
$100 - $116
|
222
$13.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-900- 16.04% |
$45.1K - $52.2K
|
4.71K
$286K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4New |
$201 - $232
|
4
$243
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
72New |
$3.61K - $4.18K
|
72
$4.37K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-852- 48.63% |
$42.7K - $49.4K
|
900
$54.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
634New |
$31.8K - $36.8K
|
634
$38.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-4K- 43.24% |
$201K - $232K
|
5.25K
$319K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-200- 4.07% |
$10K - $11.6K
|
4.72K
$287K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
980New |
$49.1K - $56.9K
|
980
$59.5K
|
|
| Q3 2022 | |||||||
|
May 05, 2025
Q3 2022
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-3.45KClosed |
$183K - $233K
|
0
$0
|
|
|
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
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.13K+ 12.85% |
$60.1K - $76.7K
|
9.95K
$604K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.35K+ 1.13% |
$71.6K - $91.4K
|
121K
$7.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.42KNew |
$75.3K - $96.1K
|
1.42K
$86.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26+ 0.65% |
$1.38K - $1.76K
|
4.05K
$246K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-691- 10.82% |
$36.7K - $46.8K
|
5.69K
$346K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
2.27K+ 19.17% |
$121K - $154K
|
14.1K
$857K
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-5.57K- 35.36% |
$296K - $377K
|
10.2K
$618K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.01% |
$53.1 - $67.7
|
100
$6.07K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
150KNew |
$7.98M - $10.2M
|
150K
$9.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
56New |
$2.97K - $3.79K
|
56
$3.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-16- 0.22% |
$849 - $1.08K
|
7.22K
$438K
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.59K+ 3.9% |
$137K - $175K
|
68.9K
$4.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-228- 14.66% |
$12.1K - $15.4K
|
1.33K
$80.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5- 0.05% |
$265 - $339
|
10.3K
$627K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 8.52% |
$90.5K - $115K
|
18.3K
$1.11M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
148New |
$7.85K - $10K
|
148
$8.98K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.13K+ 11.67% |
$60.1K - $76.7K
|
10.8K
$658K
|
|
| Q2 2022 | |||||||
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.82KNew |
$334K - $434K
|
5.82K
$353K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
54New |
$3.1K - $4.02K
|
54
$3.28K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82KNew |
$104K - $135K
|
1.82K
$110K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$231K - $300K
|
4.03K
$245K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-200Closed |
$11.5K - $14.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.38KClosed |
$309K - $401K
|
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
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-24Closed |
$1.38K - $1.79K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 78.66% |
$956K - $1.24M
|
4.52K
$275K
|
|
|
Aug 15, 2022
Q2 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.08KClosed |
$177K - $229K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.99KClosed |
$172K - $223K
|
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
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-102Closed |
$5.85K - $7.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-35.6KClosed |
$2.04M - $2.65M
|
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
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
675+ 14.39% |
$38.7K - $50.3K
|
5.37K
$326K
|
|