Instrumental Wealth, LLC Ishares Transaction History

Instrumental Wealth, LLC

  • $230 Billion
  • Q1 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares stock. As of the latest transaction made, Instrumental Wealth, LLC holds 183,498 shares of ICLN stock, worth $2.51 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
183,498
Previous 95,517 92.11%
Holding current value
$2.51 Million
Previous $1.33 Billion 107.82%
% of portfolio
1.2%
Previous 1.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 29, 2024
BUY
$13.42 - $15.39 $1.18 Million - $1.35 Million
87,981 Added 92.11%
183,498 $2.77 Billion
Q4 2023

Jan 25, 2024
BUY
$12.86 - $15.73 $200,281 - $244,979
15,574 Added 19.48%
95,517 $1.33 Billion
Q3 2023

Oct 18, 2023
BUY
$14.59 - $19.04 $460,445 - $600,883
31,559 Added 65.23%
79,943 $1.14 Billion
Q2 2023

Jul 13, 2023
BUY
$17.78 - $19.91 $860,267 - $963,325
48,384 New
48,384 $901 Million

Others Institutions Holding ICLN

# of Institutions
567
Shares Held
51M
Call Options Held
2.69M
Put Options Held
2.96M
View Full List

About ISHARES

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