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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
66+ 0.67% |
$1.21K - $1.41K
|
9.86K
$115K
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
10.8K+ 2.71% |
$198K - $230K
|
408K
$4.75M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
800New |
$14.7K - $17.1K
|
800
$9.31K
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-52.5K- 69.16% |
$962K - $1.12M
|
23.4K
$273K
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.22K+ 5.12% |
$22.3K - $26K
|
25K
$291K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.51K- 18.65% |
$138K - $160K
|
32.7K
$381K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.02KNew |
$73.6K - $85.8K
|
4.02K
$46.8K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
10KNew |
$183K - $214K
|
10K
$116K
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.35K- 1.26% |
$24.7K - $28.8K
|
106K
$1.23M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.28KNew |
$23.4K - $27.3K
|
1.28K
$14.9K
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 3.71% |
$153K - $179K
|
233K
$2.72M
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-60- 5.71% |
$1.1K - $1.28K
|
990
$11.5K
|
|
Q4 2022 | |||||||
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2KNew |
$35.1K - $42.5K
|
2K
$23.3K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
300K+ 600.0% |
$5.26M - $6.38M
|
350K
$4.07M
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-29.1KClosed |
$510K - $618K
|
0
$0
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
34.1KNew |
$598K - $725K
|
34.1K
$397K
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
325K+ 1300.0% |
$5.7M - $6.91M
|
350K
$4.07M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.8K- 39.94% |
$119K - $145K
|
10.2K
$119K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
158New |
$2.77K - $3.36K
|
158
$1.84K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
174New |
$3.05K - $3.7K
|
174
$2.03K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
233+ 2.27% |
$4.09K - $4.96K
|
10.5K
$122K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
107New |
$1.88K - $2.28K
|
107
$1.25K
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
202New |
$3.54K - $4.3K
|
202
$2.35K
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.7K+ 3.67% |
$170K - $206K
|
274K
$3.19M
|
|
Feb 14, 2023
Q4 2022
|
Arosa Capital Management LP
Ny, NY |
BUY
|
- |
823KNew |
$14.4M - $17.5M
|
823K
$9.58M
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-97.7K- 3.14% |
$1.71M - $2.08M
|
3.01M
$35M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
20New |
$351 - $425
|
20
$233
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.01KNew |
$17.7K - $21.5K
|
1.01K
$11.8K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
968New |
$17K - $20.6K
|
968
$11.3K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
250New |
$4.39K - $5.32K
|
250
$2.91K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
975New |
$17.1K - $20.7K
|
975
$11.3K
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
CALL |
1K+ 10.2% |
$17.5K - $21.3K
|
10.8K
$126K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9KNew |
$158K - $191K
|
9K
$105K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-150K- 95.34% |
$2.63M - $3.19M
|
7.33K
$85.3K
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.1K+ 25.89% |
$89.5K - $108K
|
24.8K
$289K
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
467KNew |
$8.2M - $9.94M
|
467K
$5.44M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-30K- 75.0% |
$526K - $638K
|
10K
$116K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.47KNew |
$25.8K - $31.3K
|
1.47K
$17.1K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.77KNew |
$66.1K - $80.2K
|
3.77K
$43.9K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
576+ 27.16% |
$10.1K - $12.3K
|
2.7K
$31.4K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.71KNew |
$135K - $164K
|
7.71K
$89.7K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
PUT |
-400K- 90.91% |
$7.02M - $8.51M
|
40K
$466K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.07KNew |
$18.7K - $22.7K
|
1.07K
$12.4K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-119- 10.52% |
$2.09K - $2.53K
|
1.01K
$11.8K
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
32.2KNew |
$566K - $686K
|
32.2K
$375K
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
17.5KNew |
$307K - $373K
|
17.5K
$204K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
15New |
$263 - $319
|
15
$175
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
5New |
$87.7 - $106
|
5
$58.2
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
101New |
$1.77K - $2.15K
|
101
$1.18K
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
12.2K+ 51.05% |
$214K - $259K
|
36.1K
$420K
|