Latest Institutional Transactions on Ishares (ICLN)
This table provides information on the latest institutional transactions involving Ishares (ICLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-511- 6.9% |
$5.8K - $7.41K
|
6.9K
$76.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-120- 0.61% |
$1.36K - $1.74K
|
19.4K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-18.8K- 67.1% |
$214K - $273K
|
9.24K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
18+ 0.51% |
$204 - $261
|
3.52K
$38.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-530- 3.54% |
$6.02K - $7.69K
|
14.4K
$159K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-958- 0.85% |
$10.9K - $13.9K
|
111K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$21K - $26.9K
|
1.85K
$20.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 25.97% |
$1.14K - $1.45K
|
285
$3.15K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.86K+ 1.96% |
$21.1K - $27K
|
97K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
279+ 187.25% |
$3.17K - $4.05K
|
428
$4.73K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-6.18K- 5.7% |
$70.1K - $89.6K
|
102K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-990- 98.51% |
$11.2K - $14.4K
|
15
$166
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25.3K+ 81.11% |
$287K - $367K
|
56.5K
$624K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.34K- 99.96% |
$26.5K - $33.9K
|
1
$11
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.95K+ 53.45% |
$90.2K - $115K
|
22.8K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 40.94% |
$118K - $151K
|
15K
$165K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-23.8K- 2.5% |
$270K - $346K
|
931K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
21.1KNew |
$239K - $306K
|
21.1K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
240+ 3.12% |
$2.72K - $3.48K
|
7.93K
$87.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.98% |
$45.4 - $58
|
411
$4.54K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4K- 84.67% |
$45.4K - $58K
|
724
$7.99K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-44.3K- 9.29% |
$502K - $642K
|
432K
$4.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 12.42% |
$35.5K - $45.4K
|
22.1K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-282- 1.77% |
$3.2K - $4.09K
|
15.6K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-234- 1.4% |
$2.66K - $3.4K
|
16.4K
$181K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.76K- 17.49% |
$31.3K - $40K
|
13K
$144K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12.9K- 79.38% |
$146K - $187K
|
3.35K
$37K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.3K- 48.02% |
$219K - $280K
|
20.9K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.68K+ 0.97% |
$19.1K - $24.4K
|
175K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
24+ 1.02% |
$272 - $348
|
2.37K
$26.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.64K- 18.7% |
$41.3K - $52.8K
|
15.8K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
607+ 4.84% |
$6.89K - $8.81K
|
13.1K
$145K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
40+ 0.31% |
$454 - $580
|
13.1K
$144K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
900+ 8.34% |
$10.2K - $13.1K
|
11.7K
$129K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.01% |
$68.1 - $87.1
|
601
$6.64K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49.4K+ 29.46% |
$560K - $716K
|
217K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-240- 42.86% |
$2.72K - $3.48K
|
320
$3.53K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.5K- 12.4% |
$39.7K - $50.8K
|
24.7K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.71% |
$22.7 - $29
|
282
$3.11K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.49M- 98.73% |
$16.9M - $21.6M
|
19.1K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.6K+ 70.23% |
$290K - $371K
|
62K
$684K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.48K+ 4.95% |
$39.5K - $50.5K
|
73.7K
$814K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.66K- 26.65% |
$41.5K - $53.1K
|
10.1K
$111K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.88K+ 8.47% |
$44K - $56.3K
|
49.7K
$548K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8.49K- 47.73% |
$96.4K - $123K
|
9.3K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-738- 20.99% |
$8.38K - $10.7K
|
2.78K
$30.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.87% |
$318 - $406
|
1.47K
$16.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.27% |
$11.4 - $14.5
|
45
$497
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
322+ 1.0% |
$3.65K - $4.67K
|
32.5K
$358K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.12K+ 3.14% |
$12.7K - $16.3K
|
36.9K
$407K
|