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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
71+ 0.27% |
$4.64K - $5.09K
|
26K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-238Closed |
$15.6K - $17.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
102New |
$6.67K - $7.31K
|
102
$6.19K
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
864New |
$56.5K - $62K
|
864
$52.5K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
337KNew |
$22M - $24.2M
|
337K
$20.5M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-3.84KClosed |
$251K - $275K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-157Closed |
$10.3K - $11.3K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-143- 7.34% |
$9.36K - $10.3K
|
1.81K
$110K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.46KNew |
$423K - $463K
|
6.46K
$392K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-122Closed |
$7.98K - $8.75K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1Closed |
$65.4 - $71.7
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-522Closed |
$34.1K - $37.4K
|
0
$0
|
|
Q2 2021 | |||||||
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 60.0% |
$3.53K - $4.02K
|
40
$2.43K
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.58KClosed |
$269K - $307K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-408Closed |
$24K - $27.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-17.1KClosed |
$1M - $1.14M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
BUY
|
- |
4.96KNew |
$292K - $333K
|
4.96K
$301K
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.57KClosed |
$92.1K - $105K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.3KClosed |
$76.4K - $87.2K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.9KClosed |
$112K - $128K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7.25KClosed |
$426K - $486K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-337Closed |
$19.8K - $22.6K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-108Closed |
$6.35K - $7.24K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-874Closed |
$51.4K - $58.6K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-12.6KClosed |
$742K - $846K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2K- 50.0% |
$103K - $117K
|
2K
$121K
|
|
May 13, 2021
Q1 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-7.01KClosed |
$361K - $410K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-40Closed |
$2.06K - $2.34K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-352Closed |
$18.1K - $20.6K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
244New |
$12.6K - $14.3K
|
244
$14.8K
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-160Closed |
$8.24K - $9.36K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-131Closed |
$6.75K - $7.66K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-4.92KClosed |
$253K - $288K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16.7KClosed |
$858K - $974K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-6Closed |
$309 - $351
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.78KClosed |
$143K - $163K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-80Closed |
$4.12K - $4.68K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$927 - $1.05K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-9.35KClosed |
$482K - $547K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-488Closed |
$25.1K - $28.5K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-3.32K- 99.16% |
$171K - $194K
|
28
$1.7K
|
|
Q4 2020 | |||||||
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
65+ 100.0% |
$3.19K - $3.61K
|
130
$7.89K
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-885Closed |
$43.5K - $49.1K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-124Closed |
$6.09K - $6.88K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
400+ 100.0% |
$19.6K - $22.2K
|
800
$48.6K
|
|
Feb 12, 2021
Q4 2020
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.04KClosed |
$248K - $280K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
268New |
$13.2K - $14.9K
|
268
$16.3K
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.25K+ 100.0% |
$61.4K - $69.4K
|
2.5K
$152K
|
|
Feb 10, 2021
Q4 2020
|
Roof Eidam & Maycock
|
BUY
|
- |
2.89K+ 100.0% |
$142K - $160K
|
5.78K
$351K
|
|
Feb 10, 2021
Q4 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25Closed |
$1.23K - $1.39K
|
0
$0
|