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 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.13% |
$348 - $383
|
4.69K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.38% |
$232 - $255
|
1.06K
$65.4K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
4+ 0.04% |
$232 - $255
|
10.9K
$670K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4New |
$232 - $255
|
4
$246
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.41% |
$174 - $191
|
742
$45.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.44% |
$116 - $128
|
460
$28.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.15% |
$116 - $128
|
1.35K
$82.9K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$116 - $128
|
384
$23.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.5% |
$116 - $128
|
402
$24.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.38% |
$116 - $128
|
523
$32.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$58 - $63.8
|
1.59K
$98.2K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.26% |
$58 - $63.8
|
383
$23.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$58 - $63.8
|
36.5K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.29% |
$58 - $63.8
|
347
$21.4K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.08% |
$58 - $63.8
|
1.29K
$79.2K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.51% |
$58 - $63.8
|
198
$12.2K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-5- 5.0% |
$290 - $319
|
95
$5.85K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.19% |
$580 - $638
|
5.19K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-21- 0.19% |
$1.22K - $1.34K
|
10.9K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-51- 1.52% |
$2.96K - $3.25K
|
3.3K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-55- 1.38% |
$3.19K - $3.51K
|
3.92K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-71- 0.5% |
$4.12K - $4.53K
|
14.1K
$869K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-86- 2.42% |
$4.99K - $5.49K
|
3.47K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-87- 14.17% |
$5.04K - $5.55K
|
527
$32.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-89- 1.92% |
$5.16K - $5.68K
|
4.56K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-92- 0.65% |
$5.33K - $5.87K
|
14K
$863K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-97- 42.73% |
$5.62K - $6.19K
|
130
$8.01K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-102- 1.29% |
$5.91K - $6.51K
|
7.83K
$482K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-106- 0.81% |
$6.15K - $6.76K
|
13K
$802K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156- 0.63% |
$9.04K - $9.95K
|
24.8K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-162- 2.44% |
$9.39K - $10.3K
|
6.47K
$399K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-164- 56.94% |
$9.51K - $10.5K
|
124
$7.64K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-168- 0.54% |
$9.74K - $10.7K
|
31K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-178- 0.71% |
$10.3K - $11.4K
|
25K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-187- 1.86% |
$10.8K - $11.9K
|
9.86K
$608K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-188- 20.84% |
$10.9K - $12K
|
714
$44K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-191- 1.39% |
$11.1K - $12.2K
|
13.5K
$834K
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-225- 1.46% |
$13K - $14.4K
|
15.2K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-230- 0.68% |
$13.3K - $14.7K
|
33.4K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-236Closed |
$13.7K - $15.1K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-240- 18.02% |
$13.9K - $15.3K
|
1.09K
$67.3K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-242- 1.94% |
$14K - $15.4K
|
12.3K
$755K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-245- 3.68% |
$14.2K - $15.6K
|
6.41K
$395K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-247- 3.75% |
$14.3K - $15.8K
|
6.33K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-254- 7.22% |
$14.7K - $16.2K
|
3.27K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-270- 4.44% |
$15.7K - $17.2K
|
5.81K
$358K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-275- 5.15% |
$15.9K - $17.5K
|
5.06K
$312K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-282- 5.3% |
$16.4K - $18K
|
5.04K
$311K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-288- 2.96% |
$16.7K - $18.4K
|
9.43K
$581K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-317- 7.3% |
$18.4K - $20.2K
|
4.03K
$248K
|