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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
29+ 0.38% |
$1.5K - $1.62K
|
7.73K
$461K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.18K- 17.32% |
$217K - $233K
|
20K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.74KNew |
$349K - $375K
|
6.74K
$402K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
290New |
$15K - $16.2K
|
290
$17.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
184New |
$9.53K - $10.3K
|
184
$11K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-154- 3.86% |
$7.98K - $8.58K
|
3.84K
$229K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-16.4K- 85.41% |
$850K - $914K
|
2.8K
$167K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-750- 16.49% |
$38.9K - $41.8K
|
3.8K
$226K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 112.67% |
$69.2K - $83.7K
|
2.55K
$152K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
116New |
$5.94K - $7.18K
|
116
$6.92K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.75KNew |
$192K - $232K
|
3.75K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$10.2K - $12.4K
|
200
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-31.8K- 96.83% |
$1.63M - $1.97M
|
1.04K
$62K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
11.6KNew |
$595K - $719K
|
11.6K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46New |
$2.36K - $2.85K
|
46
$2.74K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-120- 21.05% |
$6.15K - $7.43K
|
450
$26.8K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.12KNew |
$211K - $255K
|
4.12K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-28.3K- 87.05% |
$1.45M - $1.75M
|
4.22K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
607+ 1.15% |
$31.1K - $37.6K
|
53.5K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.91KNew |
$354K - $428K
|
6.91K
$412K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$5.12K - $6.19K
|
100
$5.97K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
220New |
$11.3K - $13.6K
|
220
$13.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
109KNew |
$5.61M - $6.78M
|
109K
$6.53M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-517- 12.52% |
$26.5K - $32K
|
3.61K
$215K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
42+ 0.79% |
$2.15K - $2.6K
|
5.33K
$318K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-375- 2.31% |
$19.2K - $23.2K
|
15.9K
$946K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-23.6K- 83.11% |
$1.21M - $1.46M
|
4.79K
$286K
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
5.24KNew |
$268K - $324K
|
5.24K
$312K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-79- 8.61% |
$4.05K - $4.89K
|
839
$50K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.02K - $1.24K
|
20
$1.19K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-77- 1.48% |
$3.94K - $4.77K
|
5.14K
$307K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16New |
$819 - $991
|
16
$954
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-430- 3.7% |
$22K - $26.6K
|
11.2K
$668K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.65KNew |
$289K - $350K
|
5.65K
$337K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.34K- 12.92% |
$68.4K - $82.6K
|
9K
$537K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40New |
$2.05K - $2.48K
|
40
$2.39K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
19+ 0.47% |
$973 - $1.18K
|
4.08K
$244K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-69.1K- 67.01% |
$3.54M - $4.28M
|
34K
$2.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
SELL
|
- |
-626- 2.78% |
$32.1K - $38.8K
|
21.9K
$1.31M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-70- 29.66% |
$3.58K - $4.33K
|
166
$9.9K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.19K+ 18.02% |
$110K - $127K
|
14.3K
$855K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.96K+ 110.76% |
$98K - $113K
|
3.72K
$222K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
430New |
$21.6K - $25K
|
430
$25.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
400New |
$20.1K - $23.2K
|
400
$23.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 5863.33% |
$529K - $612K
|
10.7K
$640K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-75K- 70.75% |
$3.76M - $4.35M
|
31K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 33.33% |
$50.2 - $58
|
2
$119
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.65KNew |
$82.7K - $95.7K
|
1.65K
$98.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10New |
$502 - $580
|
10
$597
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.33KNew |
$317K - $367K
|
6.33K
$377K
|
|