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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-29.1K- 98.4% |
$375K - $458K
|
474
$5.52K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.76K- 14.48% |
$22.6K - $27.7K
|
10.4K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.96K- 48.49% |
$102K - $125K
|
8.45K
$98.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
11.6K+ 702.36% |
$149K - $182K
|
13.2K
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-400- 94.12% |
$5.14K - $6.29K
|
25
$291
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
513+ 4.58% |
$6.6K - $8.07K
|
11.7K
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5KNew |
$148K - $181K
|
11.5K
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$218K - $266K
|
16.9K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.25K- 57.67% |
$119K - $145K
|
6.79K
$79K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
70+ 0.64% |
$900 - $1.1K
|
10.9K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
247KNew |
$3.18M - $3.89M
|
247K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.04KNew |
$77.7K - $95K
|
6.04K
$70.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.9K- 14.01% |
$24.5K - $29.9K
|
11.7K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-175- 1.06% |
$2.25K - $2.75K
|
16.4K
$191K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
286New |
$3.68K - $4.5K
|
286
$3.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$12.9 - $15.7
|
1
$11.6
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.38K+ 10.13% |
$43.4K - $53.1K
|
36.7K
$427K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
625New |
$8.04K - $9.83K
|
625
$7.28K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
844+ 5.69% |
$10.9K - $13.3K
|
15.7K
$182K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3New |
$38.6 - $47.2
|
3
$34.9
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.16K- 49.54% |
$92K - $113K
|
7.29K
$84.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-381- 2.55% |
$4.9K - $5.99K
|
14.6K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$25.7 - $31.5
|
2
$23.3
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.84KNew |
$23.6K - $28.9K
|
1.84K
$21.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1K- 66.67% |
$12.9K - $15.7K
|
500
$5.82K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
50+ 0.29% |
$643 - $787
|
17.4K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-21.7K- 66.87% |
$279K - $341K
|
10.8K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.2K+ 11.85% |
$28.3K - $34.6K
|
20.8K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
250New |
$3.22K - $3.93K
|
250
$2.91K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
15.7KNew |
$201K - $246K
|
15.7K
$182K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.25KNew |
$41.8K - $51.1K
|
3.25K
$37.8K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-12.8K- 77.39% |
$165K - $201K
|
3.74K
$43.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
223New |
$2.87K - $3.51K
|
223
$2.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5K- 25.67% |
$64.3K - $78.7K
|
14.5K
$169K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.59K- 12.58% |
$20.4K - $25K
|
11K
$129K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
36+ 0.8% |
$463 - $566
|
4.56K
$53K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
151KNew |
$1.94M - $2.37M
|
151K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 3.7% |
$12.9 - $15.7
|
28
$326
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.88K+ 21.58% |
$24.2K - $29.6K
|
10.6K
$123K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
2.9KNew |
$37.3K - $45.6K
|
2.9K
$33.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.39K- 20.92% |
$43.6K - $53.3K
|
12.8K
$149K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3+ 0.66% |
$38.6 - $47.2
|
455
$5.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-70.4K- 94.85% |
$905K - $1.11M
|
3.82K
$44.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
871New |
$11.2K - $13.7K
|
871
$10.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-193- 55.14% |
$2.48K - $3.04K
|
157
$1.83K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.51K- 25.92% |
$45.1K - $55.1K
|
10K
$117K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.37KNew |
$30.5K - $37.3K
|
2.37K
$27.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-378- 2.16% |
$4.86K - $5.95K
|
17.1K
$199K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.93K+ 2.56% |
$89.1K - $109K
|
277K
$3.23M
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-939- 51.03% |
$13.7K - $17.9K
|
901
$10.5K
|
|