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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 10.63% |
$5.88K - $6.66K
|
841
$50.4K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 9.2% |
$77.3K - $87.5K
|
13K
$776K
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
40+ 0.85% |
$2.35K - $2.66K
|
4.74K
$284K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.51KNew |
$207K - $234K
|
3.51K
$210K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-350- 2.2% |
$20.6K - $23.3K
|
15.6K
$932K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
130New |
$7.64K - $8.66K
|
130
$7.79K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-87- 0.56% |
$5.12K - $5.8K
|
15.5K
$930K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-111- 32.74% |
$6.53K - $7.39K
|
228
$13.7K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
88New |
$5.17K - $5.86K
|
88
$5.27K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
75+ 0.77% |
$4.41K - $5K
|
9.86K
$591K
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
24.3KNew |
$1.43M - $1.62M
|
24.3K
$1.46M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4.15K- 73.47% |
$244K - $277K
|
1.5K
$89.8K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
146+ 0.44% |
$8.58K - $9.73K
|
33.3K
$2M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.44K- 24.15% |
$84.7K - $95.9K
|
4.52K
$271K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-36- 31.03% |
$2.12K - $2.4K
|
80
$4.79K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
178New |
$10.5K - $11.9K
|
178
$10.7K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
80+ 78.43% |
$4.7K - $5.33K
|
182
$10.9K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13+ 0.8% |
$764 - $866
|
1.63K
$97.7K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7New |
$412 - $466
|
7
$419
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.5K- 29.53% |
$323K - $366K
|
13.1K
$786K
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2- 0.05% |
$118 - $133
|
4.44K
$266K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
11.4KNew |
$670K - $759K
|
11.4K
$683K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
44New |
$2.59K - $2.93K
|
44
$2.64K
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
5.05KNew |
$297K - $336K
|
5.05K
$302K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
333+ 7.76% |
$19.6K - $22.2K
|
4.62K
$277K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.34KNew |
$197K - $223K
|
3.34K
$200K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
267New |
$15.7K - $17.8K
|
267
$16K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-24- 16.0% |
$1.41K - $1.6K
|
126
$7.55K
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
7.04KNew |
$414K - $469K
|
7.04K
$422K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
141KNew |
$8.02M - $9.52M
|
141K
$8.46M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 19.6% |
$56.8K - $67.3K
|
4.1K
$246K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 63.34% |
$330K - $392K
|
3.37K
$202K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.34KNew |
$75.8K - $89.9K
|
1.34K
$80K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-300- 6.52% |
$17K - $20.2K
|
4.3K
$258K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.8KNew |
$896K - $1.06M
|
15.8K
$945K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-157- 1.58% |
$8.91K - $10.6K
|
9.8K
$587K
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.2KNew |
$182K - $215K
|
3.2K
$192K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.58KNew |
$89.5K - $106K
|
1.58K
$94.4K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.3K- 9.77% |
$131K - $155K
|
21.2K
$1.27M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.13KNew |
$178K - $211K
|
3.13K
$188K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-301- 0.27% |
$17.1K - $20.3K
|
111K
$6.62M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
520New |
$29.5K - $35K
|
520
$31.1K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
245New |
$13.9K - $16.5K
|
245
$14.7K
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
3.12KNew |
$177K - $210K
|
3.12K
$187K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.71K- 23.43% |
$96.8K - $115K
|
5.57K
$334K
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$190K - $226K
|
3.35K
$201K
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
64+ 0.56% |
$3.63K - $4.31K
|
11.5K
$686K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.1K+ 65.67% |
$62.4K - $74.1K
|
2.78K
$166K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 1.17% |
$114 - $135
|
173
$10.4K
|
|
Oct 22, 2024
Q3 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
106KNew |
$6M - $7.12M
|
106K
$6.33M
|