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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.44K- 68.43% |
$79.4K - $104K
|
2.51K
$29.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-4.51K- 30.56% |
$65.8K - $85.9K
|
10.2K
$119K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$1.46K - $1.9K
|
100
$1.16K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4- 2.17% |
$58.4 - $76.2
|
180
$2.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$276K - $360K
|
18.9K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.37K- 13.82% |
$34.6K - $45.2K
|
14.8K
$172K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
947+ 378.8% |
$13.8K - $18K
|
1.2K
$13.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
606+ 4.48% |
$8.84K - $11.5K
|
14.1K
$165K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.22K+ 4.79% |
$135K - $176K
|
202K
$2.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.35K+ 2.78% |
$48.9K - $63.8K
|
124K
$1.44M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-29.4K- 8.2% |
$523K - $585K
|
329K
$3.83M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-2.41K- 49.99% |
$42.8K - $48K
|
2.41K
$28.1K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.61K- 20.8% |
$28.7K - $32.1K
|
6.15K
$71.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-856- 6.91% |
$15.2K - $17K
|
11.5K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-31- 2.77% |
$551 - $617
|
1.09K
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.94K+ 14.9% |
$70.1K - $78.5K
|
30.4K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-81- 3.67% |
$1.44K - $1.61K
|
2.12K
$24.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$1.78K - $1.99K
|
100
$1.16K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
57+ 0.66% |
$1.01K - $1.13K
|
8.73K
$102K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
75.3KNew |
$1.34M - $1.5M
|
75.3K
$877K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-57.9K- 62.27% |
$1.03M - $1.15M
|
35.1K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-858- 1.9% |
$15.3K - $17.1K
|
44.2K
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10New |
$178 - $199
|
10
$116
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
161KNew |
$2.86M - $3.21M
|
161K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-174- 1.66% |
$3.09K - $3.46K
|
10.3K
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-33.6K- 9.83% |
$598K - $669K
|
308K
$3.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.2KNew |
$376K - $421K
|
21.2K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
27+ 0.21% |
$480 - $538
|
13K
$151K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$17.8K - $19.9K
|
1K
$11.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-10- 0.69% |
$178 - $199
|
1.45K
$16.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.1K+ 4.71% |
$37.3K - $41.8K
|
46.7K
$544K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.17K- 11.91% |
$20.9K - $23.4K
|
8.69K
$101K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.33% |
$17.8 - $19.9
|
44
$512
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.67K+ 4.02% |
$101K - $113K
|
147K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.2KNew |
$21.3K - $23.9K
|
1.2K
$14K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
247+ 1.51% |
$4.39K - $4.92K
|
16.6K
$194K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-371- 98.93% |
$6.6K - $7.39K
|
4
$46.6
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.44K- 9.2% |
$43.3K - $48.5K
|
24.1K
$280K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
12+ 0.64% |
$213 - $239
|
1.88K
$21.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
510New |
$9.07K - $10.2K
|
510
$5.94K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.63K- 99.73% |
$46.7K - $52.3K
|
7
$81.5
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
12.3KNew |
$219K - $246K
|
12.3K
$144K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
57+ 12.58% |
$1.01K - $1.13K
|
510
$5.94K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.56K+ 33.31% |
$98.8K - $111K
|
22.2K
$259K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
70+ 0.67% |
$1.24K - $1.39K
|
10.6K
$123K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
21+ 0.67% |
$373 - $418
|
3.16K
$36.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
10.6KNew |
$188K - $211K
|
10.6K
$123K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.72K- 1.55% |
$84K - $94.1K
|
301K
$3.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.45K+ 9.05% |
$25.8K - $28.9K
|
17.5K
$204K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.87K+ 22.61% |
$51K - $57.1K
|
15.6K
$181K
|
|