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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
400New |
$20.7K - $22.3K
|
400
$24.2K
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9KNew |
$466K - $502K
|
9K
$545K
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-578- 9.24% |
$30K - $32.2K
|
5.68K
$344K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-550- 49.91% |
$28.5K - $30.7K
|
552
$33.4K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-176- 36.97% |
$9.12K - $9.81K
|
300
$18.2K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.49K+ 1.02% |
$129K - $138K
|
245K
$14.8M
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
4.9KNew |
$254K - $273K
|
4.9K
$297K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6New |
$311 - $334
|
6
$363
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.38% |
$518 - $557
|
2.64K
$160K
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
5.86KNew |
$304K - $327K
|
5.86K
$355K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-472- 6.93% |
$24.5K - $26.3K
|
6.34K
$384K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-46.3K- 18.62% |
$2.4M - $2.58M
|
202K
$12.3M
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
21+ 0.37% |
$1.09K - $1.17K
|
5.67K
$343K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
480New |
$24.9K - $26.8K
|
480
$29.1K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.74KNew |
$349K - $375K
|
6.74K
$408K
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.18K- 17.32% |
$217K - $233K
|
20K
$1.21M
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
29+ 0.38% |
$1.5K - $1.62K
|
7.73K
$468K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-269- 96.76% |
$13.9K - $15K
|
9
$545
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
290New |
$15K - $16.2K
|
290
$17.6K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
184New |
$9.53K - $10.3K
|
184
$11.1K
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-154- 3.86% |
$7.98K - $8.58K
|
3.84K
$233K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-16.4K- 85.41% |
$850K - $914K
|
2.8K
$170K
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-750- 16.49% |
$38.9K - $41.8K
|
3.8K
$230K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 112.67% |
$69.2K - $83.7K
|
2.55K
$155K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
116New |
$5.94K - $7.18K
|
116
$7.02K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.75KNew |
$192K - $232K
|
3.75K
$227K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$10.2K - $12.4K
|
200
$12.1K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46New |
$2.36K - $2.85K
|
46
$2.79K
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.12KNew |
$211K - $255K
|
4.12K
$249K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-120- 21.05% |
$6.15K - $7.43K
|
450
$27.2K
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-31.8K- 96.83% |
$1.63M - $1.97M
|
1.04K
$63K
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
11.6KNew |
$595K - $719K
|
11.6K
$703K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-28.3K- 87.05% |
$1.45M - $1.75M
|
4.22K
$255K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
607+ 1.15% |
$31.1K - $37.6K
|
53.5K
$3.24M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.91KNew |
$354K - $428K
|
6.91K
$419K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$5.12K - $6.19K
|
100
$6.06K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
220New |
$11.3K - $13.6K
|
220
$13.3K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
109KNew |
$5.61M - $6.78M
|
109K
$6.63M
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-375- 2.31% |
$19.2K - $23.2K
|
15.9K
$960K
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
42+ 0.79% |
$2.15K - $2.6K
|
5.33K
$323K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-517- 12.52% |
$26.5K - $32K
|
3.61K
$219K
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-23.6K- 83.11% |
$1.21M - $1.46M
|
4.79K
$290K
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
5.24KNew |
$268K - $324K
|
5.24K
$317K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-79- 8.61% |
$4.05K - $4.89K
|
839
$50.8K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.02K - $1.24K
|
20
$1.21K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-77- 1.48% |
$3.94K - $4.77K
|
5.14K
$311K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16New |
$819 - $991
|
16
$969
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-430- 3.7% |
$22K - $26.6K
|
11.2K
$678K
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.65KNew |
$289K - $350K
|
5.65K
$342K
|