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 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-346- 1.98% |
$20.1K - $22.1K
|
17.2K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-400- 23.84% |
$23.2K - $25.5K
|
1.28K
$78.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 47.06% |
$23.2K - $25.5K
|
450
$27.7K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-409- 0.86% |
$23.7K - $26.1K
|
47.2K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-415- 0.73% |
$24.1K - $26.5K
|
56.7K
$3.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-468- 18.5% |
$27.1K - $29.9K
|
2.06K
$127K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-472- 0.54% |
$27.4K - $30.1K
|
86.5K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-510- 12.04% |
$29.6K - $32.5K
|
3.73K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-572- 1.1% |
$33.2K - $36.5K
|
51.4K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-577- 8.26% |
$33.5K - $36.8K
|
6.41K
$395K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-643- 3.96% |
$37.3K - $41K
|
15.6K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-650- 5.39% |
$37.7K - $41.5K
|
11.4K
$703K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-664- 6.95% |
$38.5K - $42.4K
|
8.89K
$548K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-729- 4.82% |
$42.3K - $46.5K
|
14.4K
$887K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-753- 6.59% |
$43.7K - $48K
|
10.7K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-794- 10.35% |
$46K - $50.7K
|
6.88K
$424K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-806- 22.31% |
$46.7K - $51.4K
|
2.81K
$173K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-908- 13.05% |
$52.6K - $57.9K
|
6.05K
$373K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-961- 5.54% |
$55.7K - $61.3K
|
16.4K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-965- 4.66% |
$56K - $61.6K
|
19.7K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-981- 11.23% |
$56.9K - $62.6K
|
7.75K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.03KClosed |
$59.6K - $65.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.11K- 9.97% |
$64.2K - $70.6K
|
10K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.13K- 19.51% |
$65.7K - $72.3K
|
4.68K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.14K- 2.66% |
$66.2K - $72.8K
|
41.8K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.23K- 5.28% |
$71.1K - $78.2K
|
22K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.27K- 7.44% |
$73.6K - $81K
|
15.8K
$974K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.33K- 16.89% |
$77.1K - $84.9K
|
6.55K
$403K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.36K- 35.96% |
$79.1K - $87K
|
2.43K
$150K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.39K- 10.25% |
$80.7K - $88.7K
|
12.2K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.42K- 1.53% |
$82.4K - $90.7K
|
91.6K
$5.64M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.43K- 10.56% |
$83K - $91.3K
|
12.1K
$746K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 5.7% |
$83.4K - $91.8K
|
23.8K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.46K- 4.15% |
$84.7K - $93.1K
|
33.7K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.68K- 4.08% |
$97.2K - $107K
|
39.4K
$2.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.78K- 8.39% |
$103K - $113K
|
19.4K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.11K- 1.03% |
$122K - $134K
|
202K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.2K- 1.94% |
$128K - $140K
|
111K
$6.83M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.35K- 3.92% |
$136K - $150K
|
57.6K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 8.72% |
$139K - $153K
|
25K
$1.54M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.5K- 4.76% |
$145K - $159K
|
49.9K
$3.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.56K- 10.79% |
$149K - $164K
|
21.2K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.7K- 11.06% |
$156K - $172K
|
21.7K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.9K- 0.9% |
$168K - $185K
|
319K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.96K- 3.01% |
$171K - $189K
|
95.4K
$5.88M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.28K- 4.78% |
$190K - $209K
|
65.3K
$4.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.43K- 1.61% |
$199K - $219K
|
210K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.44K- 3.82% |
$200K - $220K
|
86.6K
$5.34M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-3.58K- 42.27% |
$208K - $229K
|
4.89K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.85K- 13.69% |
$223K - $246K
|
24.3K
$1.49M
|