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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.82KNew |
$334K - $434K
|
5.82K
$332K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.76KNew |
$273K - $354K
|
4.76K
$271K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4.41KNew |
$253K - $328K
|
4.41K
$251K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$231K - $300K
|
4.03K
$230K
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
3.72K+ 8.56% |
$213K - $277K
|
47.1K
$2.69M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.68KNew |
$211K - $274K
|
3.68K
$210K
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
2.64K+ 71.58% |
$152K - $197K
|
6.34K
$361K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82KNew |
$104K - $135K
|
1.82K
$104K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
906New |
$51.9K - $67.5K
|
906
$51.6K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$45.9K - $59.6K
|
800
$45.6K
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
690New |
$39.6K - $51.4K
|
690
$39.3K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
675+ 14.39% |
$38.7K - $50.3K
|
5.37K
$306K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
618New |
$35.4K - $46K
|
618
$35.2K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
596New |
$34.2K - $44.4K
|
596
$34K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
464+ 22.48% |
$26.6K - $34.6K
|
2.53K
$144K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
379New |
$21.7K - $28.2K
|
379
$21.6K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
300New |
$17.2K - $22.3K
|
300
$17.1K
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
147+ 0.67% |
$8.43K - $10.9K
|
22.2K
$1.26M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
122New |
$6.99K - $9.09K
|
122
$6.95K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
65New |
$3.73K - $4.84K
|
65
$3.7K
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
54New |
$3.1K - $4.02K
|
54
$3.08K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
43New |
$2.46K - $3.2K
|
43
$2.45K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
42New |
$2.41K - $3.13K
|
42
$2.39K
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
25+ 0.53% |
$1.43K - $1.86K
|
4.78K
$272K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13+ 0.23% |
$745 - $968
|
5.76K
$328K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13New |
$745 - $968
|
13
$741
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
6+ 0.11% |
$344 - $447
|
5.42K
$309K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.16% |
$172 - $223
|
1.85K
$105K
|
|
Q1 2022 | |||||||
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.15KNew |
$74.3K - $86.6K
|
1.15K
$65.5K
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
720+ 1800.0% |
$46.5K - $54.2K
|
760
$43.3K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
650New |
$42K - $49K
|
650
$37K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
452New |
$29.2K - $34K
|
452
$25.8K
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
12+ 0.21% |
$775 - $904
|
5.72K
$326K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.19% |
$64.6 - $75.3
|
536
$30.5K
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.56KNew |
$299K - $347K
|
4.56K
$260K
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.24KNew |
$278K - $322K
|
4.24K
$242K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.4KNew |
$223K - $259K
|
3.4K
$194K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2.85KNew |
$187K - $217K
|
2.85K
$162K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.19KNew |
$143K - $166K
|
2.19K
$125K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.12KNew |
$73.6K - $85.4K
|
1.12K
$63.9K
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
574New |
$37.6K - $43.7K
|
574
$32.7K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
325New |
$21.3K - $24.7K
|
325
$18.5K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
184New |
$12.1K - $14K
|
184
$10.5K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
337KNew |
$22M - $24.2M
|
337K
$19.2M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.46KNew |
$423K - $463K
|
6.46K
$368K
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
864New |
$56.5K - $62K
|
864
$49.2K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
102New |
$6.67K - $7.31K
|
102
$5.81K
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
71+ 0.27% |
$4.64K - $5.09K
|
26K
$1.48M
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
BUY
|
- |
4.96KNew |
$292K - $333K
|
4.96K
$283K
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
244New |
$12.6K - $14.3K
|
244
$13.9K
|