Purchases and Sales Made in Q1 2025 in Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.78K+ 1.13% |
$103K - $114K
|
159K
$9.78M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.54K+ 0.7% |
$89.5K - $98.5K
|
223K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 5.75% |
$85.4K - $94K
|
27.1K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37K+ 0.39% |
$79.7K - $87.7K
|
355K
$21.9M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.29K+ 1.65% |
$74.6K - $82K
|
79.3K
$4.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.27K+ 11.69% |
$73.6K - $81K
|
12.1K
$747K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2K+ 40.0% |
$69.6K - $76.6K
|
4.2K
$259K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
992New |
$57.5K - $63.3K
|
992
$61.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
989+ 13.11% |
$57.3K - $63.1K
|
8.53K
$526K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
885+ 2.77% |
$51.3K - $56.5K
|
32.8K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
860+ 0.83% |
$49.9K - $54.9K
|
105K
$6.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
830+ 16.45% |
$48.1K - $53K
|
5.88K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
806+ 28.72% |
$46.7K - $51.4K
|
3.61K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
771+ 11.51% |
$44.7K - $49.2K
|
7.47K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
755+ 13.13% |
$43.8K - $48.2K
|
6.51K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
739+ 7.44% |
$42.8K - $47.1K
|
10.7K
$658K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
730+ 11.14% |
$42.3K - $46.6K
|
7.28K
$449K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
668+ 506.06% |
$38.7K - $42.6K
|
800
$49.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
458+ 6.68% |
$26.6K - $29.2K
|
7.32K
$451K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
433+ 6.27% |
$25.1K - $27.6K
|
7.34K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
424+ 441.67% |
$24.6K - $27.1K
|
520
$32K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
423+ 2.35% |
$24.5K - $27K
|
18.5K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
372+ 17.42% |
$21.6K - $23.7K
|
2.51K
$154K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
364New |
$21.1K - $23.2K
|
364
$22.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
341+ 20.59% |
$19.8K - $21.8K
|
2K
$123K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
331New |
$19.2K - $21.1K
|
331
$20.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
254+ 4.59% |
$14.7K - $16.2K
|
5.79K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
192New |
$11.1K - $12.2K
|
192
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
178New |
$10.3K - $11.4K
|
178
$11K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
172+ 0.8% |
$9.97K - $11K
|
21.7K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
172+ 0.51% |
$9.97K - $11K
|
33.9K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
156New |
$9.04K - $9.95K
|
156
$9.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
129+ 1.0% |
$7.48K - $8.23K
|
13.1K
$807K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
123+ 1.96% |
$7.13K - $7.85K
|
6.38K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
114+ 1.24% |
$6.61K - $7.27K
|
9.29K
$572K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
100+ 2.85% |
$5.8K - $6.38K
|
3.6K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
99+ 2.3% |
$5.74K - $6.32K
|
4.4K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
77New |
$4.46K - $4.91K
|
77
$4.74K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
69+ 1.14% |
$4K - $4.4K
|
6.14K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
67+ 0.17% |
$3.88K - $4.27K
|
40K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67+ 0.51% |
$3.88K - $4.27K
|
13.2K
$812K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
63+ 1.35% |
$3.65K - $4.02K
|
4.73K
$291K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46+ 0.15% |
$2.67K - $2.93K
|
29.9K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37+ 0.47% |
$2.15K - $2.36K
|
7.87K
$485K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
36+ 1.06% |
$2.09K - $2.3K
|
3.44K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26+ 1.15% |
$1.51K - $1.66K
|
2.29K
$141K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 4.3% |
$1.39K - $1.53K
|
582
$35.9K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
22+ 0.64% |
$1.28K - $1.4K
|
3.46K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10+ 0.05% |
$580 - $638
|
21.8K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8+ 0.16% |
$464 - $510
|
5.09K
$313K
|