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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17.8K+ 14.12% |
$188K - $237K
|
144K
$2.02M
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-298- 15.13% |
$3.15K - $3.97K
|
1.67K
$23.4K
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27+ 1.14% |
$285 - $359
|
2.39K
$33.5K
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-687- 5.08% |
$7.25K - $9.14K
|
12.8K
$179K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.82K- 4.82% |
$29.7K - $37.5K
|
55.6K
$777K
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
126KNew |
$1.33M - $1.68M
|
126K
$1.77M
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9K+ 17.25% |
$95.1K - $120K
|
61.2K
$855K
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
37.5K+ 340545.44% |
$396K - $499K
|
37.5K
$524K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.45KNew |
$68.1K - $85.8K
|
6.45K
$90.1K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10+ 0.08% |
$106 - $133
|
13K
$182K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.07K- 4.48% |
$11.3K - $14.3K
|
22.9K
$320K
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-2.47K- 16.93% |
$26.1K - $32.9K
|
12.1K
$170K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-126- 0.28% |
$1.33K - $1.68K
|
45.5K
$636K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
3.06KNew |
$32.3K - $40.7K
|
3.06K
$42.8K
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-2.06K- 56.21% |
$21.7K - $27.4K
|
1.6K
$22.4K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-33.4K- 97.35% |
$353K - $445K
|
911
$12.7K
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-10.7K- 15.31% |
$113K - $143K
|
59.3K
$829K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-40.4K- 17.15% |
$426K - $537K
|
195K
$2.73M
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
400+ 76.19% |
$4.22K - $5.32K
|
925
$12.9K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-132- 32.12% |
$1.39K - $1.76K
|
279
$3.9K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6+ 1.05% |
$63.4 - $79.9
|
575
$8.04K
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.45KNew |
$25.9K - $32.6K
|
2.45K
$34.3K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21.1K+ 18.74% |
$223K - $281K
|
134K
$1.87M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
747+ 498.0% |
$7.89K - $9.94K
|
897
$12.5K
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.91K+ 10.94% |
$41.3K - $52.1K
|
39.7K
$555K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 1.28% |
$42.2 - $53.2
|
316
$4.42K
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-175- 1.64% |
$1.85K - $2.33K
|
10.5K
$147K
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-716- 30.25% |
$7.56K - $9.53K
|
1.65K
$23.1K
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
191+ 1.09% |
$2.02K - $2.54K
|
17.7K
$247K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 1.82% |
$253 - $319
|
1.3K
$18.1K
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 1.06% |
$31.7 - $39.9
|
285
$3.98K
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.04K- 8.99% |
$10.9K - $13.8K
|
10.5K
$147K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-457- 13.35% |
$4.83K - $6.08K
|
2.97K
$41.5K
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
354+ 3.46% |
$3.74K - $4.71K
|
10.6K
$148K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
118+ 1.54% |
$1.25K - $1.57K
|
7.77K
$109K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-42- 28.0% |
$444 - $559
|
108
$1.51K
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.46K- 9.33% |
$15.4K - $19.4K
|
14.2K
$198K
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
170+ 1.48% |
$1.8K - $2.26K
|
11.7K
$163K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-29- 1.17% |
$306 - $386
|
2.44K
$34.1K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-190Closed |
$2.01K - $2.53K
|
0
$0
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.93% |
$31.7 - $39.9
|
325
$4.54K
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10KNew |
$106K - $133K
|
10K
$140K
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
457+ 2.89% |
$4.83K - $6.08K
|
16.3K
$228K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-201K- 95.19% |
$2.12M - $2.67M
|
10.1K
$142K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 822.78% |
$31.3K - $39.4K
|
3.32K
$46.4K
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
3.35K+ 4.14% |
$35.4K - $44.6K
|
84.3K
$1.18M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.11K- 2.11% |
$11.7K - $14.8K
|
51.4K
$719K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.93KNew |
$20.3K - $25.6K
|
1.93K
$26.9K
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
27.9K+ 168.28% |
$294K - $371K
|
44.4K
$621K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.5K- 6.7% |
$15.8K - $20K
|
20.9K
$292K
|