Latest Institutional Transactions on Ishares Tr (ICF)
This table provides information on the latest institutional transactions involving Ishares Tr (ICF) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-290- 49.91% |
$16.5K - $19.5K
|
291
$17.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10- 1.9% |
$568 - $673
|
516
$31.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
60+ 0.47% |
$3.41K - $4.04K
|
12.9K
$780K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.67K- 98.56% |
$140K - $153K
|
39
$2.36K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-273- 4.18% |
$14.3K - $15.6K
|
6.26K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-31- 0.34% |
$1.63K - $1.78K
|
9.19K
$555K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.83KNew |
$254K - $277K
|
4.83K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.96K- 50.0% |
$261K - $284K
|
4.96K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.11K+ 148.15% |
$321K - $350K
|
10.2K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$52.5 - $57.3
|
11.2K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
8New |
$420 - $458
|
8
$484
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-201- 99.5% |
$10.6K - $11.5K
|
1
$60.5
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29- 3.3% |
$1.52K - $1.66K
|
850
$51.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-35- 0.1% |
$1.84K - $2.01K
|
33.6K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
56.8K+ 3.86% |
$2.98M - $3.25M
|
1.53M
$92.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-150- 45.45% |
$7.88K - $8.59K
|
180
$10.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.36K- 4.82% |
$71.6K - $78K
|
26.9K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-247- 5.35% |
$13K - $14.2K
|
4.37K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-144- 24.32% |
$7.57K - $8.25K
|
448
$27.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-935- 20.95% |
$49.1K - $53.6K
|
3.53K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.7K- 29.61% |
$89.1K - $97.1K
|
4.03K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.56KNew |
$187K - $204K
|
3.56K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
426New |
$22.4K - $24.4K
|
426
$25.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-526- 28.31% |
$27.6K - $30.1K
|
1.33K
$80.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
150New |
$7.88K - $8.59K
|
150
$9.07K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
278New |
$14.6K - $15.9K
|
278
$16.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
405New |
$21.3K - $23.2K
|
405
$24.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-216- 5.12% |
$11.3K - $12.4K
|
4K
$242K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
400+ 8.65% |
$21K - $22.9K
|
5.03K
$304K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.84KNew |
$202K - $220K
|
3.84K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.81K- 4.59% |
$95K - $104K
|
37.6K
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
236New |
$12.4K - $13.5K
|
236
$14.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-12- 0.08% |
$630 - $687
|
15.6K
$944K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 18.34% |
$83.6K - $91.2K
|
7.09K
$429K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
231New |
$12.1K - $13.2K
|
231
$14K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
27+ 300.0% |
$1.42K - $1.55K
|
36
$2.18K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.35KNew |
$176K - $192K
|
3.35K
$203K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.53% |
$105 - $115
|
376
$22.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.88K- 47.61% |
$152K - $165K
|
3.17K
$192K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-400- 97.09% |
$21K - $22.9K
|
12
$726
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-585- 66.1% |
$30.7K - $33.5K
|
300
$18.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
94New |
$4.94K - $5.39K
|
94
$5.68K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200New |
$11K - $11.9K
|
200
$12.1K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.23% |
$165 - $178
|
1.3K
$78.7K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
570New |
$31.4K - $33.8K
|
570
$34.5K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 14.29% |
$1.38K - $1.48K
|
150
$9.07K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-431- 2.54% |
$23.8K - $25.6K
|
16.6K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
760+ 11.02% |
$41.9K - $45.1K
|
7.66K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
102New |
$5.62K - $6.06K
|
102
$6.17K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.66K+ 1.98% |
$147K - $158K
|
137K
$8.28M
|
|