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 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
260+ 4.93% |
$14.8K - $17.5K
|
5.53K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.71KNew |
$438K - $519K
|
7.71K
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.22K- 25.82% |
$69.4K - $82.3K
|
3.51K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.15K- 1.15% |
$122K - $144K
|
184K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35New |
$1.99K - $2.36K
|
35
$2.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.29K+ 19.16% |
$244K - $289K
|
26.7K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.4K+ 5.66% |
$1.5M - $1.78M
|
493K
$29.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.9K- 0.81% |
$108K - $128K
|
233K
$14.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
12.4K+ 5.83% |
$703K - $834K
|
225K
$13.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-4.22K- 5.43% |
$240K - $284K
|
73.5K
$4.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.09KNew |
$176K - $208K
|
3.09K
$187K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-950- 10.0% |
$53.9K - $64K
|
8.55K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
99New |
$5.62K - $6.67K
|
99
$5.99K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.44KNew |
$195K - $232K
|
3.44K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-848- 2.4% |
$48.1K - $57.1K
|
34.4K
$2.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.64KNew |
$92.9K - $110K
|
1.64K
$99.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.64K- 99.03% |
$92.9K - $110K
|
16
$969
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.6K- 3.19% |
$660K - $783K
|
353K
$21.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.16KNew |
$66.1K - $78.4K
|
1.16K
$70.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-290- 49.91% |
$16.5K - $19.5K
|
291
$17.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
60+ 0.47% |
$3.41K - $4.04K
|
12.9K
$781K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.67K- 98.56% |
$140K - $153K
|
39
$2.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.11K+ 148.15% |
$321K - $350K
|
10.2K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.96K- 50.0% |
$261K - $284K
|
4.96K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.83KNew |
$254K - $277K
|
4.83K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-31- 0.34% |
$1.63K - $1.78K
|
9.19K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-273- 4.18% |
$14.3K - $15.6K
|
6.26K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$52.5 - $57.3
|
11.2K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
8New |
$420 - $458
|
8
$484
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-201- 99.5% |
$10.6K - $11.5K
|
1
$60.6
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29- 3.3% |
$1.52K - $1.66K
|
850
$51.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-35- 0.1% |
$1.84K - $2.01K
|
33.6K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
56.8K+ 3.86% |
$2.98M - $3.25M
|
1.53M
$92.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-150- 45.45% |
$7.88K - $8.59K
|
180
$10.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.36K- 4.82% |
$71.6K - $78K
|
26.9K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-247- 5.35% |
$13K - $14.2K
|
4.37K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-144- 24.32% |
$7.57K - $8.25K
|
448
$27.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-935- 20.95% |
$49.1K - $53.6K
|
3.53K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.7K- 29.61% |
$89.1K - $97.1K
|
4.03K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.56KNew |
$187K - $204K
|
3.56K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
426New |
$22.4K - $24.4K
|
426
$25.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-526- 28.31% |
$27.6K - $30.1K
|
1.33K
$80.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
150New |
$7.88K - $8.59K
|
150
$9.08K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
278New |
$14.6K - $15.9K
|
278
$16.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
405New |
$21.3K - $23.2K
|
405
$24.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-216- 5.12% |
$11.3K - $12.4K
|
4K
$242K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.84KNew |
$202K - $220K
|
3.84K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
236New |
$12.4K - $13.5K
|
236
$14.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 18.34% |
$83.6K - $91.2K
|
7.09K
$429K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
231New |
$12.1K - $13.2K
|
231
$14K
|
|