Latest Institutional Purchases of Ishares Tr (ICF)
This list provides information on the latest institutional transactions involving Ishares Tr (ICF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
980New |
$49.1K - $56.9K
|
980
$59.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
686New |
$34.4K - $39.8K
|
686
$41.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
634New |
$31.8K - $36.8K
|
634
$38.7K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
430New |
$21.6K - $25K
|
430
$26.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
400New |
$20.1K - $23.2K
|
400
$24.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
387New |
$19.4K - $22.5K
|
387
$23.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130New |
$6.52K - $7.54K
|
130
$7.94K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
72New |
$3.61K - $4.18K
|
72
$4.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
52+ 100.0% |
$2.61K - $3.02K
|
104
$6.35K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
11New |
$552 - $638
|
11
$672
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10New |
$502 - $580
|
10
$611
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4New |
$201 - $232
|
4
$244
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.91% |
$100 - $116
|
222
$13.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$50.2 - $58
|
1.08K
$65.7K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
150KNew |
$7.98M - $10.2M
|
150K
$9.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.59K+ 3.9% |
$137K - $175K
|
68.9K
$4.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
2.27K+ 19.17% |
$121K - $154K
|
14.1K
$862K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.42KNew |
$75.3K - $96.1K
|
1.42K
$86.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.35K+ 1.13% |
$71.6K - $91.4K
|
121K
$7.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.13K+ 12.85% |
$60.1K - $76.7K
|
9.95K
$608K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.13K+ 11.67% |
$60.1K - $76.7K
|
10.8K
$662K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
148New |
$7.85K - $10K
|
148
$9.04K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
56New |
$2.97K - $3.79K
|
56
$3.42K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26+ 0.65% |
$1.38K - $1.76K
|
4.05K
$247K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.01% |
$53.1 - $67.7
|
100
$6.11K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
8.05KNew |
$462K - $600K
|
8.05K
$492K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.56KNew |
$376K - $489K
|
6.56K
$400K
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.82KNew |
$334K - $434K
|
5.82K
$355K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.76KNew |
$273K - $354K
|
4.76K
$290K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$231K - $300K
|
4.03K
$246K
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
3.72K+ 8.56% |
$213K - $277K
|
47.1K
$2.88M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.68KNew |
$211K - $274K
|
3.68K
$225K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
2.64K+ 71.58% |
$152K - $197K
|
6.34K
$387K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82KNew |
$104K - $135K
|
1.82K
$111K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$45.9K - $59.6K
|
800
$48.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
690New |
$39.6K - $51.4K
|
690
$42.1K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
675+ 14.39% |
$38.7K - $50.3K
|
5.37K
$328K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
618New |
$35.4K - $46K
|
618
$37.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
596New |
$34.2K - $44.4K
|
596
$36.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
464+ 22.48% |
$26.6K - $34.6K
|
2.53K
$154K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
379New |
$21.7K - $28.2K
|
379
$23.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
300New |
$17.2K - $22.3K
|
300
$18.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
147+ 0.67% |
$8.43K - $10.9K
|
22.2K
$1.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
122New |
$6.99K - $9.09K
|
122
$7.45K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
65New |
$3.73K - $4.84K
|
65
$3.97K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
54New |
$3.1K - $4.02K
|
54
$3.3K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
43New |
$2.46K - $3.2K
|
43
$2.63K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
42New |
$2.41K - $3.13K
|
42
$2.56K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13+ 0.23% |
$745 - $968
|
5.76K
$352K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13New |
$745 - $968
|
13
$794
|
|