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 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
471New |
$6.13K - $7.1K
|
471
$6.55K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.5K+ 10.89% |
$19.5K - $22.6K
|
15.3K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.74K- 10.83% |
$22.6K - $26.2K
|
14.3K
$199K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
19.3KNew |
$252K - $291K
|
19.3K
$269K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
578New |
$7.53K - $8.72K
|
578
$8.04K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.84K- 14.12% |
$24K - $27.8K
|
11.2K
$156K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51New |
$664 - $769
|
51
$709
|
|
| Q1 2024 | |||||||
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15KClosed |
$201K - $231K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-5- 1.66% |
$67.1 - $77
|
296
$4.12K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
580New |
$7.78K - $8.93K
|
580
$8.07K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10New |
$134 - $154
|
10
$139
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
766New |
$10.3K - $11.8K
|
766
$10.7K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
23.3K+ 23.55% |
$313K - $359K
|
122K
$1.7M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-200- 13.33% |
$2.68K - $3.08K
|
1.3K
$18.1K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3KNew |
$138K - $159K
|
10.3K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
400+ 2.08% |
$5.37K - $6.16K
|
19.6K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-800- 23.53% |
$10.7K - $12.3K
|
2.6K
$36.2K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
194KNew |
$2.6M - $2.99M
|
194K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.1KNew |
$135K - $155K
|
10.1K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-108K- 90.4% |
$1.45M - $1.66M
|
11.5K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1+ 4.35% |
$13.4 - $15.4
|
24
$334
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-344K- 92.89% |
$4.62M - $5.3M
|
26.4K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-47.9K- 50.17% |
$643K - $737K
|
47.6K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
100KNew |
$1.34M - $1.54M
|
100K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.45K- 99.42% |
$46.3K - $53.1K
|
20
$278
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.1KNew |
$190K - $218K
|
14.1K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
42.5KNew |
$570K - $654K
|
42.5K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.14M- 89.88% |
$15.3M - $17.6M
|
129K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-156K- 47.88% |
$2.1M - $2.41M
|
170K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-89.8K- 40.21% |
$1.2M - $1.38M
|
134K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.73K- 13.37% |
$23.3K - $26.7K
|
11.2K
$156K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.23K- 15.56% |
$29.9K - $34.3K
|
12.1K
$168K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.12K+ 8.3% |
$15K - $17.2K
|
14.6K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$2.01K - $2.31K
|
150
$2.09K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-302K- 49.38% |
$4.06M - $4.65M
|
310K
$4.31M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-145K- 88.06% |
$1.95M - $2.23M
|
19.7K
$273K
|
|
|
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
$1.74K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.63K- 20.6% |
$48.8K - $55.9K
|
14K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-88.8K- 19.69% |
$1.19M - $1.37M
|
362K
$5.04M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.1KNew |
$135K - $155K
|
10.1K
$140K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.3KNew |
$30.9K - $35.4K
|
2.3K
$32K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.4KNew |
$167K - $191K
|
12.4K
$173K
|
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-3.28M- 99.4% |
$44.1M - $50.5M
|
19.8K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
23.6K+ 25.37% |
$316K - $362K
|
116K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-680- 3.32% |
$9.13K - $10.5K
|
19.8K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-109- 0.88% |
$1.46K - $1.68K
|
12.3K
$172K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 15.38% |
$1.34K - $1.54K
|
550
$7.65K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-45- 80.36% |
$604 - $693
|
11
$153
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18- 0.18% |
$242 - $277
|
10K
$139K
|
|