Latest Institutional Sells of Ishares Tr (ICF)
This list provides information on the latest institutional transactions involving Ishares Tr (ICF) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-431- 2.54% |
$23.8K - $25.6K
|
16.6K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 16.67% |
$11K - $11.9K
|
1K
$61.4K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-180- 4.73% |
$9.92K - $10.7K
|
3.63K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-81- 1.79% |
$4.46K - $4.81K
|
4.43K
$272K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-71- 1.89% |
$3.91K - $4.22K
|
3.69K
$226K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 14.29% |
$1.38K - $1.48K
|
150
$9.21K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-11- 84.62% |
$606 - $653
|
2
$123
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-32K- 50.0% |
$1.52M - $1.9M
|
32K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-16.6K- 44.11% |
$786K - $985K
|
21K
$1.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.23K- 24.64% |
$201K - $252K
|
13K
$795K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.44K- 77.07% |
$163K - $204K
|
1.02K
$62.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.32K- 36.7% |
$158K - $197K
|
5.73K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.06K- 99.97% |
$145K - $182K
|
1
$61.4
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.14K- 12.92% |
$101K - $127K
|
14.4K
$884K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.77K- 12.63% |
$83.8K - $105K
|
12.2K
$750K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 28.09% |
$76.3K - $95.6K
|
4.12K
$253K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-589- 7.84% |
$27.9K - $35K
|
6.92K
$425K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 7.69% |
$4.75K - $5.94K
|
1.2K
$73.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-99- 49.75% |
$4.7K - $5.88K
|
100
$6.14K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-48- 0.22% |
$2.28K - $2.85K
|
21.8K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-29- 29.0% |
$1.38K - $1.72K
|
71
$4.36K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$47.5 - $59.4
|
15.5K
$954K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.53K- 10.31% |
$175K - $203K
|
30.7K
$1.88M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.98K- 47.76% |
$98K - $114K
|
2.17K
$133K
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-1.57K- 27.47% |
$77.6K - $90.3K
|
4.14K
$254K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-516- 3.73% |
$25.5K - $29.7K
|
13.3K
$817K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-465- 5.24% |
$23K - $26.8K
|
8.41K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-376- 3.24% |
$18.6K - $21.7K
|
11.2K
$688K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-250- 66.49% |
$12.4K - $14.4K
|
126
$7.73K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-90- 1.43% |
$4.45K - $5.18K
|
6.2K
$380K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-46.3K- 18.62% |
$2.4M - $2.58M
|
202K
$12.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-16.4K- 85.41% |
$850K - $914K
|
2.8K
$172K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.18K- 17.32% |
$217K - $233K
|
20K
$1.23M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-750- 16.49% |
$38.9K - $41.8K
|
3.8K
$233K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-578- 9.24% |
$30K - $32.2K
|
5.68K
$348K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-550- 49.91% |
$28.5K - $30.7K
|
552
$33.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-472- 6.93% |
$24.5K - $26.3K
|
6.34K
$389K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-400- 7.02% |
$20.7K - $22.3K
|
5.3K
$325K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-269- 96.76% |
$13.9K - $15K
|
9
$552
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-176- 36.97% |
$9.12K - $9.81K
|
300
$18.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-154- 3.86% |
$7.98K - $8.58K
|
3.84K
$236K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-69.1K- 67.01% |
$3.54M - $4.28M
|
34K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-31.8K- 96.83% |
$1.63M - $1.97M
|
1.04K
$63.8K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-28.3K- 87.05% |
$1.45M - $1.75M
|
4.22K
$259K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-23.6K- 83.11% |
$1.21M - $1.46M
|
4.79K
$294K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.34K- 12.92% |
$68.4K - $82.6K
|
9K
$552K
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
SELL
|
- |
-626- 2.78% |
$32.1K - $38.8K
|
21.9K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-517- 12.52% |
$26.5K - $32K
|
3.61K
$222K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-430- 3.7% |
$22K - $26.6K
|
11.2K
$688K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-375- 2.31% |
$19.2K - $23.2K
|
15.9K
$973K
|
|