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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 21.23% |
$74.7K - $80.5K
|
5.03K
$301K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
228+ 31.98% |
$12.6K - $13.5K
|
941
$56.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.49% |
$165 - $178
|
613
$36.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.03M - $1.11M
|
18.6K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-81- 1.79% |
$4.46K - $4.81K
|
4.43K
$265K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.99K- 10.22% |
$551K - $593K
|
87.8K
$5.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
144New |
$7.94K - $8.55K
|
144
$8.62K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
114New |
$5.41K - $6.77K
|
114
$6.83K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$832K - $1.04M
|
17.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
138+ 98.57% |
$6.55K - $8.2K
|
278
$16.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-16.6K- 44.11% |
$786K - $985K
|
21K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.06K- 99.97% |
$145K - $182K
|
1
$59.9
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
184+ 1.97% |
$8.73K - $10.9K
|
9.5K
$569K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
4.45KNew |
$211K - $265K
|
4.45K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.44K- 77.07% |
$163K - $204K
|
1.02K
$61.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7KNew |
$332K - $416K
|
7K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
745+ 14.18% |
$35.4K - $44.3K
|
6K
$359K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.77K- 12.63% |
$83.8K - $105K
|
12.2K
$732K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.41KNew |
$209K - $262K
|
4.41K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.88KNew |
$184K - $230K
|
3.88K
$232K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
571+ 103.82% |
$27.1K - $33.9K
|
1.12K
$67.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.14K- 12.92% |
$101K - $127K
|
14.4K
$862K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 28.09% |
$76.3K - $95.6K
|
4.12K
$247K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
918+ 2.15% |
$43.6K - $54.5K
|
43.6K
$2.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200+ 43.67% |
$9.49K - $11.9K
|
658
$39.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-29- 29.0% |
$1.38K - $1.72K
|
71
$4.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.21KNew |
$200K - $250K
|
4.21K
$252K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-48- 0.22% |
$2.28K - $2.85K
|
21.8K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.32K- 36.7% |
$158K - $197K
|
5.73K
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.23K- 24.64% |
$201K - $252K
|
13K
$776K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.48KNew |
$165K - $207K
|
3.48K
$209K
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-32K- 50.0% |
$1.52M - $1.9M
|
32K
$1.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-589- 7.84% |
$27.9K - $35K
|
6.92K
$414K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-99- 49.75% |
$4.7K - $5.88K
|
100
$5.99K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.8KNew |
$180K - $226K
|
3.8K
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
12New |
$569 - $713
|
12
$719
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
52New |
$2.47K - $3.09K
|
52
$3.11K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.72KNew |
$177K - $221K
|
3.72K
$223K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.8KNew |
$180K - $226K
|
3.8K
$228K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 7.69% |
$4.75K - $5.94K
|
1.2K
$71.9K
|
|
| Q3 2023 | |||||||
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.4KNew |
$69.3K - $80.6K
|
1.4K
$83.8K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-250- 66.49% |
$12.4K - $14.4K
|
126
$7.55K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 36.36% |
$198 - $230
|
15
$898
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-376- 3.24% |
$18.6K - $21.7K
|
11.2K
$672K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1KNew |
$49.5K - $57.6K
|
1K
$59.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-1.57K- 27.47% |
$77.6K - $90.3K
|
4.14K
$248K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
245KNew |
$12.1M - $14.1M
|
245K
$14.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.87K+ 4.34% |
$192K - $223K
|
93.2K
$5.58M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.53K- 10.31% |
$175K - $203K
|
30.7K
$1.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.58KNew |
$227K - $264K
|
4.58K
$274K
|
|