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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.41KNew |
$209K - $262K
|
4.41K
$268K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.21KNew |
$200K - $250K
|
4.21K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.88KNew |
$184K - $230K
|
3.88K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.8KNew |
$180K - $226K
|
3.8K
$231K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.8KNew |
$180K - $226K
|
3.8K
$231K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.72KNew |
$177K - $221K
|
3.72K
$226K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.48KNew |
$165K - $207K
|
3.48K
$211K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
918+ 2.15% |
$43.6K - $54.5K
|
43.6K
$2.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
745+ 14.18% |
$35.4K - $44.3K
|
6K
$364K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
571+ 103.82% |
$27.1K - $33.9K
|
1.12K
$68K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200+ 43.67% |
$9.49K - $11.9K
|
658
$39.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
184+ 1.97% |
$8.73K - $10.9K
|
9.5K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
138+ 98.57% |
$6.55K - $8.2K
|
278
$16.9K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
114New |
$5.41K - $6.77K
|
114
$6.92K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
52New |
$2.47K - $3.09K
|
52
$3.16K
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
20New |
$949 - $1.19K
|
20
$1.21K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
12New |
$569 - $713
|
12
$728
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
245KNew |
$12.1M - $14.1M
|
245K
$14.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
19.2KNew |
$950K - $1.11M
|
19.2K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.58KNew |
$227K - $264K
|
4.58K
$278K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.87K+ 4.34% |
$192K - $223K
|
93.2K
$5.65M
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.4KNew |
$69.3K - $80.6K
|
1.4K
$85K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1KNew |
$49.5K - $57.6K
|
1K
$60.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
810New |
$40.1K - $46.7K
|
810
$49.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$24.7K - $28.8K
|
500
$30.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
300New |
$14.8K - $17.3K
|
300
$18.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$4.95K - $5.76K
|
100
$6.07K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$4.95K - $5.76K
|
100
$6.07K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
84New |
$4.16K - $4.84K
|
84
$5.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
53+ 757.14% |
$2.62K - $3.05K
|
60
$3.64K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 36.36% |
$198 - $230
|
15
$911
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.8KNew |
$1.18M - $1.27M
|
22.8K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.74KNew |
$349K - $375K
|
6.74K
$409K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
5.86KNew |
$304K - $327K
|
5.86K
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
4.9KNew |
$254K - $273K
|
4.9K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.49K+ 1.02% |
$129K - $138K
|
245K
$14.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
480New |
$24.9K - $26.8K
|
480
$29.1K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
400New |
$20.7K - $22.3K
|
400
$24.3K
|
|
|
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
$11.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
29+ 0.38% |
$1.5K - $1.62K
|
7.73K
$469K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
21+ 0.37% |
$1.09K - $1.17K
|
5.67K
$344K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.38% |
$518 - $557
|
2.64K
$160K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
109KNew |
$5.61M - $6.78M
|
109K
$6.65M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
11.6KNew |
$595K - $719K
|
11.6K
$705K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.91KNew |
$354K - $428K
|
6.91K
$420K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.65KNew |
$289K - $350K
|
5.65K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
5.24KNew |
$268K - $324K
|
5.24K
$318K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.12KNew |
$211K - $255K
|
4.12K
$250K
|
|