Bellevue Asset Management, LLC Ishares Transaction History

Bellevue Asset Management, LLC

$196 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$17.57 - $21.52 $878 - $1,076	-50 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$20.44 - $25.79 $1,022 - $1,289	50 New	50 $1,000

Others Institutions Holding ICLN

# of Institutions

474

Shares Held

33M

Call Options Held

1.79M

Put Options Held

2.62M

Bank Of America Corp Charlotte, NC

4.06M
Shares

$62.9 Million
0.0% of portfolio
Criteria Caixa, S.A.U. Barcelona, U3

1.83M
Shares

$28.3 Million
3.14% of portfolio
Morgan Stanley New York, NY

1.67M
Shares

$25.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.32M
Shares

$20.5 Million
0.03% of portfolio
Ubs Group Ag

1.22M
Shares

$18.9 Million
0.0% of portfolio

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