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 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
641New |
$32.8K - $39.7K
|
641
$36.5K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
607+ 1.15% |
$31.1K - $37.6K
|
53.5K
$3.05M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
363New |
$18.6K - $22.5K
|
363
$20.7K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
220New |
$11.3K - $13.6K
|
220
$12.5K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$10.2K - $12.4K
|
200
$11.4K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
116New |
$5.94K - $7.18K
|
116
$6.61K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$5.12K - $6.19K
|
100
$5.7K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 0.58% |
$4.3K - $5.2K
|
14.6K
$832K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46New |
$2.36K - $2.85K
|
46
$2.62K
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
42+ 0.79% |
$2.15K - $2.6K
|
5.33K
$304K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40New |
$2.05K - $2.48K
|
40
$2.28K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.02K - $1.24K
|
20
$1.14K
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
19+ 0.47% |
$973 - $1.18K
|
4.08K
$233K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16New |
$819 - $991
|
16
$912
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 5863.33% |
$555K - $612K
|
10.7K
$612K
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.94KNew |
$522K - $577K
|
9.94K
$566K
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.33KNew |
$332K - $367K
|
6.33K
$361K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.27KNew |
$277K - $306K
|
5.27K
$300K
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.08KNew |
$267K - $295K
|
5.08K
$289K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.26KNew |
$224K - $247K
|
4.26K
$243K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.65KNew |
$86.7K - $95.7K
|
1.65K
$94K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.08KNew |
$57K - $62.9K
|
1.08K
$61.8K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
980New |
$51.5K - $56.9K
|
980
$55.9K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
686New |
$36K - $39.8K
|
686
$39.1K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
634New |
$33.3K - $36.8K
|
634
$36.1K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
430New |
$22.6K - $25K
|
430
$24.5K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
400New |
$21K - $23.2K
|
400
$22.8K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
387New |
$20.3K - $22.5K
|
387
$22.1K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130New |
$6.83K - $7.54K
|
130
$7.41K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
72New |
$3.78K - $4.18K
|
72
$4.1K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
52+ 100.0% |
$2.73K - $3.02K
|
104
$5.93K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
11New |
$578 - $638
|
11
$627
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10New |
$525 - $580
|
10
$570
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4New |
$210 - $232
|
4
$228
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.91% |
$105 - $116
|
222
$12.7K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$52.5 - $58
|
1.08K
$61.3K
|
|
Q3 2022 | |||||||
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
150KNew |
$8.46M - $10.2M
|
150K
$8.57M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.06KNew |
$228K - $275K
|
4.06K
$231K
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.59K+ 3.9% |
$146K - $175K
|
68.9K
$3.93M
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
2.27K+ 19.17% |
$128K - $154K
|
14.1K
$805K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.42KNew |
$79.7K - $96.1K
|
1.42K
$80.8K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.35K+ 1.13% |
$75.9K - $91.4K
|
121K
$6.9M
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.13K+ 12.85% |
$63.7K - $76.7K
|
9.95K
$567K
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.13K+ 11.67% |
$63.7K - $76.7K
|
10.8K
$618K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
148New |
$8.32K - $10K
|
148
$8.43K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
56New |
$3.15K - $3.79K
|
56
$3.19K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26+ 0.65% |
$1.46K - $1.76K
|
4.05K
$231K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.01% |
$56.2 - $67.7
|
100
$5.7K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
8.05KNew |
$462K - $600K
|
8.05K
$459K
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.56KNew |
$376K - $489K
|
6.56K
$374K
|