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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
27+ 300.0% |
$1.42K - $1.55K
|
36
$2.18K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.35KNew |
$176K - $192K
|
3.35K
$203K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.88K- 47.61% |
$152K - $165K
|
3.17K
$192K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-400- 97.09% |
$21K - $22.9K
|
12
$727
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-585- 66.1% |
$30.7K - $33.5K
|
300
$18.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
94New |
$4.94K - $5.39K
|
94
$5.69K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200New |
$11K - $11.9K
|
200
$12.1K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
570New |
$31.4K - $33.8K
|
570
$34.5K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 14.29% |
$1.38K - $1.48K
|
150
$9.08K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-431- 2.54% |
$23.8K - $25.6K
|
16.6K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
760+ 11.02% |
$41.9K - $45.1K
|
7.66K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.11K+ 13.17% |
$171K - $184K
|
26.7K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.66K+ 1.98% |
$147K - $158K
|
137K
$8.29M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-11- 84.62% |
$606 - $653
|
2
$121
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.62KNew |
$89.5K - $96.4K
|
1.62K
$98.3K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4KNew |
$353K - $380K
|
6.4K
$388K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-474- 4.07% |
$26.1K - $28.1K
|
11.2K
$676K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.28KNew |
$126K - $135K
|
2.28K
$138K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 16.67% |
$11K - $11.9K
|
1K
$60.6K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
441+ 52.25% |
$24.3K - $26.2K
|
1.29K
$77.8K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-16.9K- 98.54% |
$932K - $1M
|
250
$15.1K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5.86K+ 10.15% |
$323K - $348K
|
63.6K
$3.85M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.56KNew |
$196K - $212K
|
3.56K
$216K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
112New |
$6.17K - $6.65K
|
112
$6.78K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-180- 4.73% |
$9.92K - $10.7K
|
3.63K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.12K+ 1.62% |
$61.5K - $66.2K
|
69.8K
$4.22M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-71- 1.89% |
$3.91K - $4.22K
|
3.69K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.59KNew |
$474K - $510K
|
8.59K
$520K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 21.23% |
$74.7K - $80.5K
|
5.03K
$305K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
270+ 21.88% |
$14.9K - $16K
|
1.5K
$91.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.49% |
$165 - $178
|
613
$37.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
228+ 31.98% |
$12.6K - $13.5K
|
941
$57K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.03M - $1.11M
|
18.6K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-81- 1.79% |
$4.46K - $4.81K
|
4.43K
$268K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.99K- 10.22% |
$551K - $593K
|
87.8K
$5.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
144New |
$7.94K - $8.55K
|
144
$8.72K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.3K- 33.94% |
$71.7K - $77.2K
|
2.53K
$153K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-515- 3.48% |
$28.4K - $30.6K
|
14.3K
$864K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
114New |
$5.41K - $6.77K
|
114
$6.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$832K - $1.04M
|
17.5K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
138+ 98.57% |
$6.55K - $8.2K
|
278
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-65- 0.75% |
$3.08K - $3.86K
|
8.63K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-16.6K- 44.11% |
$786K - $985K
|
21K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.06K- 99.97% |
$145K - $182K
|
1
$60.6
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
184+ 1.97% |
$8.73K - $10.9K
|
9.5K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7KNew |
$332K - $416K
|
7K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
4.45KNew |
$211K - $265K
|
4.45K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.44K- 77.07% |
$163K - $204K
|
1.02K
$61.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
745+ 14.18% |
$35.4K - $44.3K
|
6K
$363K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
3.64KNew |
$173K - $216K
|
3.64K
$221K
|
|