Latest Institutional Transactions on Ishares Mcsi Bic ETF (BKF)
This table provides information on the latest institutional transactions involving Ishares Mcsi Bic ETF (BKF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
200New |
$5.89K - $7.09K
|
200
$7.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
978New |
$28.8K - $34.7K
|
978
$36.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-55- 0.79% |
$1.62K - $1.95K
|
6.91K
$259K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.8KNew |
$823K - $964K
|
25.8K
$968K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.11KNew |
$35.4K - $41.4K
|
1.11K
$41.6K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6Closed |
$201 - $243
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-566Closed |
$19K - $22.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-192Closed |
$6.43K - $7.78K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.03K- 14.9% |
$34.6K - $41.8K
|
5.9K
$221K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-190Closed |
$6.37K - $7.7K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
800New |
$26.8K - $32.4K
|
800
$30K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-8Closed |
$268 - $324
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-50Closed |
$1.68K - $2.03K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
5.85KNew |
$196K - $237K
|
5.85K
$219K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-21Closed |
$704 - $851
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-22Closed |
$737 - $892
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.23KClosed |
$175K - $212K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 1.67% |
$33.7 - $46.6
|
61
$2.29K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100- 54.95% |
$3.37K - $4.66K
|
82
$3.08K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.2KClosed |
$413K - $570K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-30Closed |
$1.01K - $1.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-973- 62.53% |
$32.8K - $45.3K
|
583
$21.9K
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-4.71KClosed |
$159K - $219K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
30New |
$1.01K - $1.4K
|
30
$1.13K
|
|
|
May 05, 2022
Q1 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-28.3KClosed |
$952K - $1.32M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.8KClosed |
$195K - $270K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-5.2KClosed |
$175K - $242K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.15KClosed |
$38.8K - $53.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
64New |
$2.77K - $3.26K
|
64
$2.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-286Closed |
$12.4K - $14.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-9.6K- 39.67% |
$415K - $489K
|
14.6K
$548K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
30New |
$1.3K - $1.53K
|
30
$1.13K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.09KClosed |
$393K - $463K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-17.8KClosed |
$771K - $908K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50Closed |
$2.16K - $2.55K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.85KNew |
$296K - $349K
|
6.85K
$257K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-110Closed |
$5.18K - $5.97K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.68KClosed |
$173K - $200K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-3.7KClosed |
$174K - $201K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20Closed |
$942 - $1.08K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.75KClosed |
$224K - $257K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Papp L Roy & Associates
|
BUY
|
- |
10.5KNew |
$535K - $583K
|
10.5K
$394K
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-14.1KClosed |
$717K - $781K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
500New |
$25.6K - $30.1K
|
500
$18.8K
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.5KClosed |
$639K - $749K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
50New |
$2.56K - $3.01K
|
50
$1.88K
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-34Closed |
$1.74K - $2.04K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.99KClosed |
$359K - $420K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-75.1KClosed |
$3.48M - $3.92M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-5.75KClosed |
$267K - $300K
|
0
$0
|
|