Rmr Wealth Builders Ishares Transaction History

Rmr Wealth Builders

$1.08 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$20.71 - $24.62 $149,174 - $177,337	-7,203 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$22.27 - $33.41 $160,410 - $240,652	7,203 New	7,203 $175,000

Others Institutions Holding ICLN

# of Institutions

478

Shares Held

33.3M

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

About ISHARES

Ticker ICLN
Sector ETFs
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