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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
24.8KNew |
$362K - $472K
|
24.8K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11KNew |
$161K - $210K
|
11K
$188K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
27.8KNew |
$406K - $529K
|
27.8K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-3.22K- 16.78% |
$46.9K - $61.2K
|
15.9K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2KNew |
$29.2K - $38.1K
|
2K
$34K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$182K - $237K
|
12.5K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.73K- 54.61% |
$83.7K - $109K
|
4.77K
$81.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.87KNew |
$27.3K - $35.6K
|
1.87K
$31.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
160New |
$2.33K - $3.05K
|
160
$2.72K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
154+ 14.6% |
$2.25K - $2.93K
|
1.21K
$20.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
39.3K+ 29.59% |
$574K - $749K
|
172K
$2.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
257KNew |
$3.75M - $4.89M
|
257K
$4.37M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-88K- 28.6% |
$1.28M - $1.68M
|
220K
$3.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
132+ 0.91% |
$1.93K - $2.51K
|
14.7K
$250K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-130K- 20.39% |
$1.9M - $2.48M
|
508K
$8.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 3.23% |
$73 - $95.2
|
150
$2.55K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.15K- 59.33% |
$16.8K - $21.9K
|
789
$13.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$2.92K - $3.81K
|
200
$3.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-390- 20.24% |
$5.69K - $7.43K
|
1.54K
$26.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.31K- 2.14% |
$19.1K - $24.9K
|
59.7K
$1.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-227- 31.62% |
$3.31K - $4.32K
|
491
$8.36K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
320New |
$4.67K - $6.09K
|
320
$5.45K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.62KNew |
$38.2K - $49.9K
|
2.62K
$44.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3New |
$43.8 - $57.1
|
3
$51.1
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100New |
$1.46K - $1.9K
|
100
$1.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 88.89% |
$117 - $152
|
1
$17
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-397- 3.71% |
$5.79K - $7.56K
|
10.3K
$175K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-4.25K- 99.91% |
$62.1K - $81K
|
4
$68.1
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
116New |
$1.69K - $2.21K
|
116
$1.97K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
11.4KNew |
$166K - $217K
|
11.4K
$194K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1.2K+ 156.99% |
$17.5K - $22.9K
|
1.97K
$33.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
370New |
$5.4K - $7.04K
|
370
$6.3K
|
|
|
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
$42.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-4.51K- 30.56% |
$65.8K - $85.9K
|
10.2K
$174K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$1.46K - $1.9K
|
100
$1.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4- 2.17% |
$58.4 - $76.2
|
180
$3.06K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$276K - $360K
|
18.9K
$322K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.37K- 13.82% |
$34.6K - $45.2K
|
14.8K
$252K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
947+ 378.8% |
$13.8K - $18K
|
1.2K
$20.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
606+ 4.48% |
$8.84K - $11.5K
|
14.1K
$241K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.22K+ 4.79% |
$135K - $176K
|
202K
$3.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.35K+ 2.78% |
$48.9K - $63.8K
|
124K
$2.11M
|
|
| Q2 2023 | |||||||
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-500- 33.33% |
$8.89K - $9.96K
|
1K
$17K
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-2.41K- 49.99% |
$42.8K - $48K
|
2.41K
$41K
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-856- 6.91% |
$15.2K - $17K
|
11.5K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.94K+ 14.9% |
$70.1K - $78.5K
|
30.4K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-81- 3.67% |
$1.44K - $1.61K
|
2.12K
$36.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$1.78K - $1.99K
|
100
$1.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
57+ 0.66% |
$1.01K - $1.13K
|
8.73K
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
75.3KNew |
$1.34M - $1.5M
|
75.3K
$1.28M
|
|