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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
18.9K+ 95.15% |
$254K - $292K
|
38.9K
$436K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-300- 85.71% |
$4.03K - $4.62K
|
50
$561
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
27.7KNew |
$372K - $426K
|
27.7K
$311K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$5.37K - $6.16K
|
400
$4.49K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-67.1K- 99.7% |
$900K - $1.03M
|
200
$2.24K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1K- 8.45% |
$13.4K - $15.4K
|
10.8K
$122K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-3- 0.02% |
$40.3 - $46.2
|
13.6K
$153K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-43K- 79.43% |
$576K - $661K
|
11.1K
$125K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.43K- 92.86% |
$46.1K - $52.8K
|
264
$2.96K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
495New |
$6.64K - $7.62K
|
495
$5.55K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50New |
$671 - $770
|
50
$561
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.59K- 13.82% |
$34.7K - $39.8K
|
16.1K
$181K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3KNew |
$40.3K - $46.2K
|
3K
$33.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-20- 0.19% |
$268 - $308
|
10.2K
$115K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 17.86% |
$6.71K - $7.7K
|
2.3K
$25.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-35- 1.22% |
$470 - $539
|
2.84K
$31.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.27K- 12.93% |
$43.8K - $50.3K
|
22K
$247K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
19.6K+ 99.31% |
$263K - $302K
|
39.3K
$441K
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-7.13K- 71.33% |
$91.7K - $112K
|
2.87K
$32.2K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-240- 92.31% |
$3.09K - $3.78K
|
20
$224
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
500New |
$6.43K - $7.87K
|
500
$5.61K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
18.7K+ 733.33% |
$240K - $294K
|
21.3K
$238K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$191K - $233K
|
14.8K
$166K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
11KNew |
$142K - $173K
|
11K
$124K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
51.2KNew |
$659K - $806K
|
51.2K
$575K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
45New |
$579 - $708
|
45
$505
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
159New |
$2.04K - $2.5K
|
159
$1.78K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
300New |
$3.86K - $4.72K
|
300
$3.37K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.05KNew |
$13.5K - $16.5K
|
1.05K
$11.7K
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-6- 0.01% |
$77.2 - $94.4
|
63.5K
$712K
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
35.5KNew |
$456K - $558K
|
35.5K
$398K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
168New |
$2.16K - $2.64K
|
168
$1.88K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
54New |
$694 - $849
|
54
$606
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.73KNew |
$22.2K - $27.2K
|
1.73K
$19.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
427New |
$5.49K - $6.72K
|
427
$4.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
388KNew |
$4.99M - $6.11M
|
388K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-700- 0.46% |
$9K - $11K
|
151K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
669+ 48.3% |
$8.6K - $10.5K
|
2.05K
$23K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13K- 68.47% |
$168K - $205K
|
6K
$67.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5K+ 67.46% |
$64.3K - $78.7K
|
12.4K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
4.2KNew |
$54K - $66.1K
|
4.2K
$47.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
130New |
$1.67K - $2.04K
|
130
$1.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.2KClosed |
$15.4K - $18.8K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.85K+ 4.83% |
$62.3K - $76.3K
|
105K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-14K- 56.63% |
$180K - $220K
|
10.7K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.87K- 12.69% |
$24K - $29.4K
|
12.8K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-744- 6.16% |
$9.57K - $11.7K
|
11.3K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-524- 67.7% |
$6.74K - $8.24K
|
250
$2.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
7.41KNew |
$95.3K - $117K
|
7.41K
$83.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
34.6KNew |
$445K - $545K
|
34.6K
$389K
|
|