Purchases and Sales Made in Q4 2025 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 1685.61% |
$849K - $889K
|
15K
$912K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.29K+ 45.72% |
$436K - $457K
|
23.2K
$1.41M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.05K+ 100700.0% |
$422K - $442K
|
7.06K
$428K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
6.47K+ 2.82% |
$388K - $406K
|
236K
$14.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
6.23KNew |
$373K - $391K
|
6.23K
$378K
|
|
|
Jan 14, 2026
Q4 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
5.75K+ 3.51% |
$344K - $361K
|
169K
$10.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.48K+ 36.94% |
$148K - $155K
|
9.18K
$557K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.32K+ 4.22% |
$139K - $146K
|
57.4K
$3.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.47KNew |
$88K - $92.2K
|
1.47K
$89.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 3.34% |
$73.2K - $76.7K
|
37.8K
$2.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.18K+ 32.03% |
$70.8K - $74.1K
|
4.87K
$296K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
787New |
$47.1K - $49.4K
|
787
$47.8K
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
664+ 5.26% |
$39.8K - $41.7K
|
13.3K
$806K
|
|
|
Jan 21, 2026
Q4 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
513+ 0.32% |
$30.7K - $32.2K
|
160K
$9.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
491+ 69.65% |
$29.4K - $30.8K
|
1.2K
$72.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
486+ 6.02% |
$29.1K - $30.5K
|
8.56K
$520K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
395+ 411.46% |
$23.7K - $24.8K
|
491
$29.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
381+ 4.81% |
$22.8K - $23.9K
|
8.31K
$504K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
290New |
$17.4K - $18.2K
|
290
$17.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
285+ 0.84% |
$17.1K - $17.9K
|
34.4K
$2.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
168+ 2.17% |
$10.1K - $10.5K
|
7.91K
$480K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
142+ 0.88% |
$8.5K - $8.91K
|
16.4K
$993K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
130+ 220.34% |
$7.79K - $8.15K
|
189
$11.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
114+ 2.36% |
$6.83K - $7.15K
|
4.95K
$301K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
103+ 1.2% |
$6.17K - $6.46K
|
8.65K
$525K
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
82+ 0.62% |
$4.91K - $5.14K
|
13.3K
$805K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
34+ 0.24% |
$2.04K - $2.13K
|
14K
$850K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 1.32% |
$419 - $439
|
536
$32.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
5+ 3.85% |
$299 - $314
|
135
$8.19K
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 1.07% |
$299 - $314
|
471
$28.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.13% |
$299 - $314
|
3.99K
$242K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.3% |
$240 - $251
|
1.35K
$82.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$120 - $125
|
14.8K
$896K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-14- 0.37% |
$838 - $878
|
3.82K
$232K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-20- 0.22% |
$1.2K - $1.25K
|
8.9K
$540K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-20- 2.63% |
$1.2K - $1.25K
|
740
$44.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.52% |
$1.92K - $2.01K
|
6.12K
$371K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 2.65% |
$2.99K - $3.14K
|
1.84K
$111K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-55- 0.91% |
$3.29K - $3.45K
|
5.99K
$364K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-100- 1.65% |
$5.99K - $6.27K
|
5.95K
$361K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-137- 1.01% |
$8.2K - $8.59K
|
13.4K
$812K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
SELL
|
- |
-249- 2.9% |
$14.9K - $15.6K
|
8.34K
$506K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-417- 1.24% |
$25K - $26.2K
|
33.3K
$2.02M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-445- 3.09% |
$26.7K - $27.9K
|
14K
$847K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-700- 11.82% |
$41.9K - $43.9K
|
5.22K
$317K
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-840- 4.54% |
$50.3K - $52.7K
|
17.7K
$1.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 4.69% |
$69.5K - $72.8K
|
23.6K
$1.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.61K- 62.7% |
$156K - $164K
|
1.55K
$94.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.91K- 11.96% |
$174K - $183K
|
21.4K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.55K- 13.29% |
$212K - $223K
|
23.1K
$1.41M
|
|