Balanced Rock Investment Advisor Ishares Transaction History

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025

A detailed history of Balanced Rock Investment Advisor transactions in Ishares stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 43,644 shares of ICLN stock, worth $568,244. This represents 0.4% of its overall portfolio holdings.

Number of Shares
43,644
Previous 41,682 4.71%
Holding current value
$568,244
Previous $474 Million 5.07%
% of portfolio
0.4%
Previous 0.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$10.94 - $11.86 $21,464 - $23,269
1,962 Added 4.71%
43,644 $498 Million
Q4 2024

Feb 13, 2025
BUY
$11.35 - $14.51 $54,162 - $69,241
4,772 Added 12.93%
41,682 $474 Million
Q3 2024

Nov 13, 2024
BUY
$13.26 - $14.77 $19,187 - $21,372
1,447 Added 4.08%
36,910 $542 Million
Q2 2024

Jul 31, 2024
BUY
$13.02 - $15.08 $24,777 - $28,697
1,903 Added 5.67%
35,463 $472 Million
Q1 2024

May 13, 2024
SELL
$13.42 - $15.39 $151,162 - $173,352
-11,264 Reduced 25.13%
33,560 $469 Million
Q4 2023

Feb 13, 2024
BUY
$12.86 - $15.73 $576,436 - $705,081
44,824 New
44,824 $698 Million

Others Institutions Holding ICLN

# of Institutions
492
Shares Held
35.9M
Call Options Held
2.32M
Put Options Held
1.44M
View Full List

About ISHARES

ICLN Quotes by TradingView
  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
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