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 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 14.29% |
$1.78K - $1.99K
|
600
$6.98K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 8.5% |
$22.2K - $24.8K
|
13.4K
$156K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.87K+ 22.61% |
$51K - $57.1K
|
15.6K
$181K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
32New |
$569 - $637
|
32
$372
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.59K- 14.16% |
$46.1K - $51.6K
|
15.7K
$183K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.39K- 8.15% |
$24.7K - $27.7K
|
15.7K
$182K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$17.8 - $19.9
|
301
$3.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-205- 9.45% |
$3.64K - $4.08K
|
1.97K
$22.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13K- 98.86% |
$231K - $259K
|
150
$1.75K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-813- 18.78% |
$14.5K - $16.2K
|
3.52K
$40.9K
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
86New |
$1.58K - $1.84K
|
86
$1K
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
30.3KNew |
$554K - $646K
|
30.3K
$352K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
102New |
$1.87K - $2.18K
|
102
$1.19K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.58K+ 6.31% |
$47.3K - $55.1K
|
43.4K
$506K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-16.7K- 7.72% |
$306K - $357K
|
200K
$2.32M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
245+ 4900.0% |
$4.49K - $5.23K
|
250
$2.91K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
4.6KNew |
$84.3K - $98.3K
|
4.6K
$53.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.7K+ 132.17% |
$562K - $655K
|
53.9K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.4K+ 167.11% |
$612K - $713K
|
53.4K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.38K+ 16.56% |
$43.6K - $50.8K
|
16.7K
$195K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
128KNew |
$2.34M - $2.73M
|
128K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.44KNew |
$26.4K - $30.8K
|
1.44K
$16.8K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
150New |
$2.75K - $3.2K
|
150
$1.75K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$275 - $320
|
15
$175
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-36.7K- 50.0% |
$673K - $785K
|
36.7K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
42New |
$769 - $897
|
42
$489
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
160New |
$2.93K - $3.42K
|
160
$1.86K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.69K- 12.2% |
$122K - $143K
|
48.1K
$560K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.7KNew |
$214K - $249K
|
11.7K
$136K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.56K- 19.85% |
$65.2K - $76.1K
|
14.4K
$167K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
325+ 1.71% |
$5.95K - $6.94K
|
19.3K
$224K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-3.85K- 8.81% |
$70.6K - $82.3K
|
39.9K
$464K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.9KNew |
$237K - $276K
|
12.9K
$150K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.58K+ 6.31% |
$47.3K - $55.1K
|
43.4K
$506K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
631KNew |
$11.6M - $13.5M
|
631K
$7.34M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15KNew |
$275K - $320K
|
15K
$175K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
2.13KNew |
$38.9K - $45.4K
|
2.13K
$24.7K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-51- 59.3% |
$934 - $1.09K
|
35
$407
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-43K- 43.93% |
$788K - $919K
|
54.9K
$639K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
20+ 0.2% |
$366 - $427
|
10.2K
$119K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-43- 14.78% |
$788 - $918
|
248
$2.89K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
2K+ 13.92% |
$36.6K - $42.7K
|
16.4K
$191K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-42- 2.45% |
$769 - $897
|
1.68K
$19.5K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
650+ 4.62% |
$11.9K - $13.9K
|
14.7K
$171K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-772- 1.5% |
$14.1K - $16.5K
|
50.8K
$591K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 98.35% |
$25.2K - $29.3K
|
23
$268
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.49K- 3.23% |
$27.3K - $31.8K
|
44.7K
$520K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-24.2K- 36.95% |
$444K - $518K
|
41.3K
$481K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.06% |
$110 - $128
|
10.9K
$127K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.3KNew |
$389K - $454K
|
21.3K
$247K
|
|