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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-344K- 92.89% |
$4.62M - $5.3M
|
26.4K
$307K
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-47.9K- 50.17% |
$643K - $737K
|
47.6K
$554K
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
100KNew |
$1.34M - $1.54M
|
100K
$1.16M
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.45K- 99.42% |
$46.3K - $53.1K
|
20
$233
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.1KNew |
$190K - $218K
|
14.1K
$165K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
42.5KNew |
$570K - $654K
|
42.5K
$494K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.14M- 89.88% |
$15.3M - $17.6M
|
129K
$1.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-156K- 47.88% |
$2.1M - $2.41M
|
170K
$1.98M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-89.8K- 40.21% |
$1.2M - $1.38M
|
134K
$1.55M
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.73K- 13.37% |
$23.3K - $26.7K
|
11.2K
$131K
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.23K- 15.56% |
$29.9K - $34.3K
|
12.1K
$141K
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.12K+ 8.3% |
$15K - $17.2K
|
14.6K
$169K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$2.01K - $2.31K
|
150
$1.75K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.09K+ 15.68% |
$95.1K - $109K
|
52.3K
$609K
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-302K- 49.38% |
$4.06M - $4.65M
|
310K
$3.61M
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-145K- 88.06% |
$1.95M - $2.23M
|
19.7K
$229K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-196- 61.06% |
$2.63K - $3.02K
|
125
$1.46K
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.22K+ 12.75% |
$16.4K - $18.8K
|
10.8K
$126K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.63K- 20.6% |
$48.8K - $55.9K
|
14K
$163K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-88.8K- 19.69% |
$1.19M - $1.37M
|
362K
$4.21M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.1KNew |
$135K - $155K
|
10.1K
$117K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.3KNew |
$30.9K - $35.4K
|
2.3K
$26.8K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.4KNew |
$167K - $191K
|
12.4K
$145K
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-3.28M- 99.4% |
$44.1M - $50.5M
|
19.8K
$230K
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
23.6K+ 25.37% |
$316K - $362K
|
116K
$1.35M
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-680- 3.32% |
$9.13K - $10.5K
|
19.8K
$231K
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-109- 0.88% |
$1.46K - $1.68K
|
12.3K
$144K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 15.38% |
$1.34K - $1.54K
|
550
$6.4K
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.1K- 2.07% |
$14.8K - $17K
|
52.3K
$608K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-45- 80.36% |
$604 - $693
|
11
$128
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-290- 18.01% |
$3.89K - $4.46K
|
1.32K
$15.4K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18- 0.18% |
$242 - $277
|
10K
$117K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$13.4 - $15.4
|
18.9K
$220K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.55% |
$228 - $262
|
1.12K
$13K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.7K+ 35.9% |
$63.1K - $72.3K
|
17.8K
$207K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
20.5K+ 640.63% |
$275K - $315K
|
23.7K
$276K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.14K+ 43.96% |
$68.9K - $79K
|
16.8K
$196K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.44K- 86.63% |
$46.1K - $52.9K
|
530
$6.17K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-7.52K- 25.33% |
$101K - $116K
|
22.2K
$258K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.71K- 59.76% |
$36.4K - $41.7K
|
1.83K
$21.2K
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
56.2K+ 356.27% |
$754K - $865K
|
72K
$838K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
785New |
$10.5K - $12.1K
|
785
$9.14K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 38.3% |
$17.4K - $20K
|
2.09K
$24.4K
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
120New |
$1.61K - $1.85K
|
120
$1.4K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-165- 2.03% |
$2.21K - $2.54K
|
7.97K
$92.7K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
552+ 19.14% |
$7.41K - $8.5K
|
3.44K
$40K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
630+ 53.8% |
$8.45K - $9.7K
|
1.8K
$21K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6- 0.56% |
$80.5 - $92.3
|
1.06K
$12.3K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
18.9K+ 95.15% |
$254K - $292K
|
38.9K
$452K
|