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 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-21.6KClosed |
$480K - $720K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-44Closed |
$980 - $1.47K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Hamilton Wealth, LLC
|
SELL
|
- |
-134KClosed |
$2.99M - $4.48M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-44.3KClosed |
$988K - $1.48M
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-94.6KClosed |
$2.11M - $3.16M
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Old National Bancorp
|
SELL
|
- |
-7.14KClosed |
$159K - $238K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$272K - $407K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
$22.3K - $33.4K
|
1K
$13.3K
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-836Closed |
$18.6K - $27.9K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
380KNew |
$7.25M - $10.7M
|
380K
$5.06M
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16Closed |
$305 - $453
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-550Closed |
$10.5K - $15.6K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
17New |
$324 - $481
|
17
$226
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13.1KClosed |
$249K - $369K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
CALL |
400New |
$7.63K - $11.3K
|
400
$5.33K
|
|
Jan 27, 2021
Q4 2020
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$191 - $283
|
10
$133
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-32Closed |
$406 - $592
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-79.1KClosed |
$727K - $1.03M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pittenger & Anderson Inc
|
BUY
|
- |
400New |
$3.68K - $5.18K
|
400
$5.33K
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.34KClosed |
$12.3K - $17.3K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
30KNew |
$276K - $389K
|
30K
$400K
|
|
Aug 05, 2020
Q2 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-17.4KClosed |
$160K - $226K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-77.9KClosed |
$716K - $1.01M
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-14K- 81.31% |
$117K - $200K
|
3.23K
$43K
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-700Closed |
$5.83K - $9.97K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-9.79KClosed |
$81.6K - $139K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-14.8KClosed |
$123K - $211K
|
0
$0
|
|
Q4 2019 | |||||||
May 18, 2020
Q4 2019
|
Townsquare Capital LLC
|
SELL
|
- |
-22.7KClosed |
$240K - $269K
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-15.6KClosed |
$165K - $184K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-33.8KClosed |
$357K - $399K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-10.8KClosed |
$114K - $128K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-21.9KClosed |
$231K - $259K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-1KClosed |
$10.6K - $11.8K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-692Closed |
$7.3K - $8.17K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-602Closed |
$6.25K - $6.86K
|
0
$0
|
|
Q2 2019 | |||||||
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-532Closed |
$5.21K - $5.67K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-100Closed |
$980 - $1.07K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-508Closed |
$4.98K - $5.41K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-17.4KClosed |
$137K - $158K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28.2KClosed |
$223K - $256K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.7KClosed |
$21.4K - $24.5K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-500Closed |
$3.96K - $4.55K
|
0
$0
|
|
Q3 2018 | |||||||
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.5K+ 2.68% |
$88K - $96.6K
|
402K
$5.35M
|
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.6KClosed |
$13.4K - $14.7K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-411Closed |
$3.44K - $3.78K
|
0
$0
|
|
Q1 2018 | |||||||
Apr 24, 2018
Q1 2018
|
Bellecapital International Ltd.
|
SELL
|
- |
-41.1KClosed |
$362K - $400K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 06, 2018
Q4 2017
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3KClosed |
$26K - $28K
|
0
$0
|
|
Jan 30, 2018
Q4 2017
|
Ledyard National Bank
|
SELL
|
- |
-250Closed |
$2.17K - $2.33K
|
0
$0
|
|
Q2 2017 | |||||||
Aug 15, 2017
Q2 2017
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
550New |
N/A
|
550
$7.33K
|