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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-36.7K- 50.0% |
$673K - $785K
|
36.7K
$625K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
42New |
$769 - $897
|
42
$715
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
160New |
$2.93K - $3.42K
|
160
$2.72K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.69K- 12.2% |
$122K - $143K
|
48.1K
$819K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.7KNew |
$214K - $249K
|
11.7K
$199K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.56K- 19.85% |
$65.2K - $76.1K
|
14.4K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
325+ 1.71% |
$5.95K - $6.94K
|
19.3K
$328K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-3.85K- 8.81% |
$70.6K - $82.3K
|
39.9K
$678K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.9KNew |
$237K - $276K
|
12.9K
$220K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.58K+ 6.31% |
$47.3K - $55.1K
|
43.4K
$739K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
631KNew |
$11.6M - $13.5M
|
631K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15KNew |
$275K - $320K
|
15K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
2.13KNew |
$38.9K - $45.4K
|
2.13K
$36.2K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-51- 59.3% |
$934 - $1.09K
|
35
$596
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-43K- 43.93% |
$788K - $919K
|
54.9K
$935K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
20+ 0.2% |
$366 - $427
|
10.2K
$174K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-43- 14.78% |
$788 - $918
|
248
$4.22K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
2K+ 13.92% |
$36.6K - $42.7K
|
16.4K
$279K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-42- 2.45% |
$769 - $897
|
1.68K
$28.5K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
650+ 4.62% |
$11.9K - $13.9K
|
14.7K
$251K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-772- 1.5% |
$14.1K - $16.5K
|
50.8K
$865K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 98.35% |
$25.2K - $29.3K
|
23
$391
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.49K- 3.23% |
$27.3K - $31.8K
|
44.7K
$761K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-24.2K- 36.95% |
$444K - $518K
|
41.3K
$704K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.06% |
$110 - $128
|
10.9K
$185K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.3KNew |
$389K - $454K
|
21.3K
$362K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
66+ 0.67% |
$1.21K - $1.41K
|
9.86K
$168K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
10.8K+ 2.71% |
$198K - $230K
|
408K
$6.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
800New |
$14.7K - $17.1K
|
800
$13.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-52.5K- 69.16% |
$962K - $1.12M
|
23.4K
$399K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.22K+ 5.12% |
$22.3K - $26K
|
25K
$426K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.51K- 18.65% |
$138K - $160K
|
32.7K
$557K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.02KNew |
$73.6K - $85.8K
|
4.02K
$68.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
10KNew |
$183K - $214K
|
10K
$170K
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.35K- 1.26% |
$24.7K - $28.8K
|
106K
$1.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.28KNew |
$23.4K - $27.3K
|
1.28K
$21.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 3.71% |
$153K - $179K
|
233K
$3.97M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-60- 5.71% |
$1.1K - $1.28K
|
990
$16.8K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
15.5KNew |
$272K - $330K
|
15.5K
$264K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2KNew |
$35.1K - $42.5K
|
2K
$34K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
300K+ 600.0% |
$5.26M - $6.38M
|
350K
$5.96M
|
|
|
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
$580K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
325K+ 1300.0% |
$5.7M - $6.91M
|
350K
$5.96M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.8K- 39.94% |
$119K - $145K
|
10.2K
$174K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
158New |
$2.77K - $3.36K
|
158
$2.69K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
174New |
$3.05K - $3.7K
|
174
$2.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
233+ 2.27% |
$4.09K - $4.96K
|
10.5K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
107New |
$1.88K - $2.28K
|
107
$1.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
202New |
$3.54K - $4.3K
|
202
$3.44K
|
|