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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-10- 0.69% |
$178 - $199
|
1.45K
$19.2K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.1K+ 4.71% |
$37.3K - $41.8K
|
46.7K
$622K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.17K- 11.91% |
$20.9K - $23.4K
|
8.69K
$116K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.33% |
$17.8 - $19.9
|
44
$586
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.67K+ 4.02% |
$101K - $113K
|
147K
$1.96M
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.2KNew |
$21.3K - $23.9K
|
1.2K
$16K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
247+ 1.51% |
$4.39K - $4.92K
|
16.6K
$222K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-371- 98.93% |
$6.6K - $7.39K
|
4
$53.3
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.44K- 9.2% |
$43.3K - $48.5K
|
24.1K
$321K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
12+ 0.64% |
$213 - $239
|
1.88K
$25.1K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
510New |
$9.07K - $10.2K
|
510
$6.79K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.63K- 99.73% |
$46.7K - $52.3K
|
7
$93.2
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
12.3KNew |
$219K - $246K
|
12.3K
$164K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
57+ 12.58% |
$1.01K - $1.13K
|
510
$6.79K
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.56K+ 33.31% |
$98.8K - $111K
|
22.2K
$296K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
70+ 0.67% |
$1.24K - $1.39K
|
10.6K
$141K
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.08% |
$249 - $279
|
16.7K
$222K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
21+ 0.67% |
$373 - $418
|
3.16K
$42.1K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
10.6KNew |
$188K - $211K
|
10.6K
$141K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.72K- 1.55% |
$84K - $94.1K
|
301K
$4M
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.45K+ 9.05% |
$25.8K - $28.9K
|
17.5K
$233K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.87K+ 22.61% |
$51K - $57.1K
|
15.6K
$207K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 14.29% |
$1.78K - $1.99K
|
600
$7.99K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 8.5% |
$22.2K - $24.8K
|
13.4K
$179K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.87K+ 22.61% |
$51K - $57.1K
|
15.6K
$207K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
32New |
$569 - $637
|
32
$426
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.59K- 14.16% |
$46.1K - $51.6K
|
15.7K
$209K
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.39K- 8.15% |
$24.7K - $27.7K
|
15.7K
$209K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$17.8 - $19.9
|
301
$4.01K
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-205- 9.45% |
$3.64K - $4.08K
|
1.97K
$26.2K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13K- 98.86% |
$231K - $259K
|
150
$2K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-813- 18.78% |
$14.5K - $16.2K
|
3.52K
$46.8K
|
|
Q1 2023 | |||||||
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
86New |
$1.58K - $1.84K
|
86
$1.15K
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
30.3KNew |
$554K - $646K
|
30.3K
$403K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
102New |
$1.87K - $2.18K
|
102
$1.36K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.58K+ 6.31% |
$47.3K - $55.1K
|
43.4K
$579K
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-16.7K- 7.72% |
$306K - $357K
|
200K
$2.66M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
245+ 4900.0% |
$4.49K - $5.23K
|
250
$3.33K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
4.6KNew |
$84.3K - $98.3K
|
4.6K
$61.3K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.7K+ 132.17% |
$562K - $655K
|
53.9K
$718K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.4K+ 167.11% |
$612K - $713K
|
53.4K
$711K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.38K+ 16.56% |
$43.6K - $50.8K
|
16.7K
$223K
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
128KNew |
$2.34M - $2.73M
|
128K
$1.7M
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.44KNew |
$26.4K - $30.8K
|
1.44K
$19.2K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
150New |
$2.75K - $3.2K
|
150
$2K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$275 - $320
|
15
$200
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-36.7K- 50.0% |
$673K - $785K
|
36.7K
$489K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
42New |
$769 - $897
|
42
$559
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
160New |
$2.93K - $3.42K
|
160
$2.13K
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.69K- 12.2% |
$122K - $143K
|
48.1K
$641K
|