Latest Institutional Purchases of Ishares Tr (ICF)
This list provides information on the latest institutional transactions involving Ishares Tr (ICF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35New |
$1.93K - $2.08K
|
35
$1.99K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
33+ 23.91% |
$1.82K - $1.96K
|
171
$9.75K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
31+ 10.06% |
$1.71K - $1.84K
|
339
$19.3K
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
30+ 0.23% |
$1.65K - $1.78K
|
12.8K
$730K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
29+ 3.41% |
$1.6K - $1.72K
|
879
$50.1K
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
27+ 0.45% |
$1.49K - $1.6K
|
6.06K
$345K
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
24+ 0.31% |
$1.32K - $1.43K
|
7.77K
$443K
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
13+ 0.09% |
$717 - $772
|
14.3K
$812K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.43% |
$386 - $416
|
1.65K
$94.1K
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$386 - $416
|
4.22K
$240K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.42% |
$165 - $178
|
723
$41.2K
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.49% |
$165 - $178
|
613
$34.9K
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.45% |
$110 - $119
|
448
$25.5K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.51% |
$110 - $119
|
392
$22.3K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.15% |
$110 - $119
|
1.34K
$76.2K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$55.1 - $59.4
|
13.2K
$751K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.52% |
$55.1 - $59.4
|
193
$11K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.0% |
$55.1 - $59.4
|
24.9K
$1.42M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1+ 12.5% |
$55.1 - $59.4
|
9
$513
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.27% |
$55.1 - $59.4
|
374
$21.3K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$55.1 - $59.4
|
36.6K
$2.09M
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
133K+ 114.87% |
$6.29M - $7.88M
|
248K
$14.1M
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$832K - $1.04M
|
17.5K
$1M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7KNew |
$332K - $416K
|
7K
$399K
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.6K+ 30.09% |
$218K - $273K
|
19.9K
$1.13M
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
4.45KNew |
$211K - $265K
|
4.45K
$254K
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.41KNew |
$209K - $262K
|
4.41K
$251K
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
4.25KNew |
$202K - $253K
|
4.25K
$242K
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.21KNew |
$200K - $250K
|
4.21K
$240K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.88KNew |
$184K - $230K
|
3.88K
$221K
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.8KNew |
$180K - $226K
|
3.8K
$217K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.8KNew |
$180K - $226K
|
3.8K
$217K
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.72KNew |
$177K - $221K
|
3.72K
$212K
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
3.64KNew |
$173K - $216K
|
3.64K
$208K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.63KNew |
$172K - $216K
|
3.63K
$207K
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.56KNew |
$169K - $212K
|
3.56K
$203K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.49KNew |
$166K - $207K
|
3.49K
$199K
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.48KNew |
$165K - $207K
|
3.48K
$198K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.48KNew |
$165K - $207K
|
3.48K
$198K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.46KNew |
$164K - $206K
|
3.46K
$197K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.97K+ 58.33% |
$141K - $176K
|
8.06K
$459K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.71KNew |
$129K - $161K
|
2.71K
$154K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.17KNew |
$103K - $129K
|
2.17K
$124K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.1KNew |
$99.7K - $125K
|
2.1K
$120K
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.75K+ 6.39% |
$82.8K - $104K
|
29K
$1.66M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.68KNew |
$79.5K - $99.5K
|
1.68K
$95.5K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.24K+ 16.62% |
$58.7K - $73.5K
|
8.68K
$495K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
918+ 2.15% |
$43.6K - $54.5K
|
43.6K
$2.49M
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
745+ 14.18% |
$35.4K - $44.3K
|
6K
$342K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
571+ 103.82% |
$27.1K - $33.9K
|
1.12K
$63.9K
|