A detailed history of Financial Perspectives, Inc transactions in Ishares stock. As of the latest transaction made, Financial Perspectives, Inc holds 5,537 shares of ICLN stock, worth $66,831. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,537
Previous 5,537 -0.0%
Holding current value
$66,831
Previous $73.8 Million 10.29%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$13.02 - $15.08 $208 - $241
16 Added 0.29%
5,537 $73.8 Million
Q4 2023

Feb 01, 2024

BUY
$12.86 - $15.73 $372 - $456
29 Added 0.53%
5,521 $86 Million
Q2 2023

Jan 09, 2024

BUY
$17.78 - $19.91 $426 - $477
24 Added 0.44%
5,492 $101 Million
Q4 2022

Jan 09, 2024

BUY
$17.54 - $21.27 $6,174 - $7,487
352 Added 6.88%
5,468 $109 Million
Q3 2022

Jan 09, 2024

SELL
$18.81 - $23.61 $4,495 - $5,642
-239 Reduced 4.46%
5,116 $97.7 Million
Q2 2022

Jan 09, 2024

BUY
$16.82 - $22.08 $67 - $88
4 Added 0.07%
5,355 $102 Million
Q1 2022

Jan 09, 2024

BUY
$17.57 - $21.52 $35,965 - $44,051
2,047 Added 61.96%
5,351 $115 Million
Q4 2021

Jan 09, 2024

BUY
$20.44 - $25.79 $61 - $77
3 Added 0.09%
3,304 $69.9 Million
Q3 2021

Jan 09, 2024

BUY
$21.65 - $23.79 $8,075 - $8,873
373 Added 12.74%
3,301 $71.5 Million
Q2 2021

Jan 09, 2024

SELL
$20.71 - $24.62 $693,225 - $824,105
-33,473 Reduced 91.96%
2,928 $68.7 Million
Q1 2021

Jan 09, 2024

BUY
$22.27 - $33.41 $805,773 - $1.21 Million
36,182 Added 16521.46%
36,401 $1.5 Million
Q4 2020

Jan 09, 2024

BUY
$19.08 - $28.29 $4,178 - $6,195
219 New
219 $6.19 Million

Others Institutions Holding ICLN

About ISHARES


  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.