Comprehensive Financial Consultants Institutional, Inc. Ishares Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$17.57 - $21.52 $73,969 - $90,599	-4,210 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$20.44 - $25.79 $86,052 - $108,575	4,210 New	4,210 $81,000

Others Institutions Holding ICLN

# of Institutions

476

Shares Held

33.7M

Call Options Held

1.79M

Put Options Held

2.62M

Bank Of America Corp Charlotte, NC

4.06M
Shares

$68.2 Million
0.0% of portfolio
Criteria Caixa, S.A.U. Barcelona, U3

1.83M
Shares

$30.7 Million
3.14% of portfolio
Morgan Stanley New York, NY

1.67M
Shares

$28 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.32M
Shares

$22.2 Million
0.03% of portfolio
Ubs Group Ag

1.22M
Shares

$20.5 Million
0.0% of portfolio

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