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 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
3.35K+ 4.14% |
$35.4K - $44.6K
|
84.3K
$1.17M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.11K- 2.11% |
$11.7K - $14.8K
|
51.4K
$715K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.93KNew |
$20.3K - $25.6K
|
1.93K
$26.8K
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
27.9K+ 168.28% |
$294K - $371K
|
44.4K
$618K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.5K- 6.7% |
$15.8K - $20K
|
20.9K
$290K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
437+ 12.49% |
$4.61K - $5.82K
|
3.94K
$54.7K
|
|
Q1 2025 | |||||||
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
490New |
$5.36K - $5.81K
|
490
$6.82K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.2K+ 5559.0% |
$801K - $868K
|
74.5K
$1.04M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.62K- 11.09% |
$28.7K - $31.1K
|
21K
$292K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$32.8K - $35.6K
|
3K
$41.7K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
418New |
$4.57K - $4.96K
|
418
$5.81K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-15- 0.56% |
$164 - $178
|
2.68K
$37.2K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 70.5% |
$184K - $199K
|
40.6K
$564K
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
11.2KNew |
$123K - $133K
|
11.2K
$156K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-2.31K- 95.84% |
$25.2K - $27.3K
|
100
$1.39K
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-235- 2.02% |
$2.57K - $2.79K
|
11.4K
$159K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
53K+ 41.37% |
$580K - $629K
|
181K
$2.52M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
10.2KNew |
$112K - $121K
|
10.2K
$142K
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
900KNew |
$9.85M - $10.7M
|
900K
$12.5M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-58.3K- 77.06% |
$637K - $691K
|
17.3K
$241K
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-6.06K- 37.47% |
$66.2K - $71.8K
|
10.1K
$141K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.9K- 11.78% |
$53.6K - $58.1K
|
36.7K
$510K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.26K- 33.87% |
$90.4K - $98K
|
16.1K
$224K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-519- 1.63% |
$5.68K - $6.16K
|
31.3K
$436K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-284- 4.67% |
$3.11K - $3.37K
|
5.8K
$80.7K
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
62.1KNew |
$679K - $736K
|
62.1K
$864K
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.5K+ 12.05% |
$16.4K - $17.8K
|
14K
$194K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-646K- 12.98% |
$7.07M - $7.66M
|
4.33M
$60.2M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-352K- 11.73% |
$3.85M - $4.18M
|
2.65M
$36.9M
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-381- 8.72% |
$4.17K - $4.52K
|
3.99K
$55.5K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.29K- 11.72% |
$25K - $27.1K
|
17.2K
$239K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.45K+ 14.42% |
$15.9K - $17.2K
|
11.5K
$160K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-16K- 50.0% |
$175K - $189K
|
16K
$222K
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.46K+ 6278.87% |
$48.8K - $52.9K
|
4.53K
$63K
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-604- 20.57% |
$6.61K - $7.16K
|
2.33K
$32.5K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-12.4K- 48.97% |
$135K - $147K
|
12.9K
$179K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 4.02% |
$276K - $299K
|
603K
$8.39M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.8K- 33.14% |
$30.6K - $33.2K
|
5.65K
$78.6K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
535+ 1.27% |
$5.85K - $6.35K
|
42.7K
$594K
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-10.5K- 32.2% |
$115K - $124K
|
22.1K
$307K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
24.6KNew |
$269K - $291K
|
24.6K
$342K
|
|
May 15, 2025
Q1 2025
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
- |
1.83MNew |
$20M - $21.7M
|
1.83M
$25.4M
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
590New |
$6.45K - $7K
|
590
$8.21K
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 6.24% |
$14.8K - $16K
|
20.3K
$282K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
887+ 22.8% |
$9.7K - $10.5K
|
4.78K
$66.4K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21+ 0.16% |
$230 - $249
|
12.8K
$179K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.78K- 25.5% |
$74.2K - $80.4K
|
19.8K
$276K
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
13.1KNew |
$144K - $156K
|
13.1K
$183K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-125K- 92.46% |
$1.37M - $1.48M
|
10.2K
$141K
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
556KNew |
$6.08M - $6.59M
|
556K
$7.73M
|