Balanced Rock Investment Advisor Ishares Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 35,463 shares of ICLN stock, worth $449,316. This represents 0.4% of its overall portfolio holdings.
Number of Shares
35,463
Previous 33,560
5.67%
Holding current value
$449,316
Previous $469 Million
0.68%
% of portfolio
0.4%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding ICLN
# of Institutions
555Shares Held
47.7MCall Options Held
3.09MPut Options Held
3M-
Bank Of America Corp Charlotte, NC6.35MShares$80.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.65MShares$46.2 Million0.0% of portfolio
-
Ubs Group Ag2.75MShares$34.8 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY2.26MShares$28.6 Million0.03% of portfolio
-
Total Wealth Planning, LLC1.51MShares$19.1 Million3.66% of portfolio