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 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
377+ 3.12% |
$5K - $5.57K
|
12.5K
$144K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-6.44K- 22.93% |
$85.4K - $95.1K
|
21.6K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.93KNew |
$25.5K - $28.4K
|
1.93K
$22.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.21K+ 7.33% |
$29.3K - $32.7K
|
32.4K
$373K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-6.34K- 36.7% |
$84.1K - $93.6K
|
10.9K
$126K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.4K- 13.37% |
$152K - $169K
|
74.2K
$854K
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
422KNew |
$5.6M - $6.23M
|
422K
$4.86M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
10.2KNew |
$135K - $151K
|
10.2K
$118K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.8KNew |
$144K - $160K
|
10.8K
$125K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
122+ 0.69% |
$1.62K - $1.8K
|
17.7K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.72K- 13.69% |
$36K - $40.1K
|
17.1K
$197K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.26K- 11.02% |
$16.6K - $18.5K
|
10.1K
$117K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1KNew |
$13.3K - $14.8K
|
1K
$11.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64K- 10.01% |
$849K - $946K
|
575K
$6.63M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.5KNew |
$46.4K - $51.7K
|
3.5K
$40.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-300- 35.67% |
$3.98K - $4.43K
|
541
$6.23K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-5.75K- 36.26% |
$76.2K - $84.9K
|
10.1K
$116K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-824- 4.43% |
$10.9K - $12.2K
|
17.8K
$205K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-983- 8.34% |
$13K - $14.5K
|
10.8K
$124K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.18K- 61.65% |
$42.1K - $46.9K
|
1.98K
$22.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-33.2K- 73.91% |
$441K - $491K
|
11.7K
$135K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90.8K- 71.37% |
$1.2M - $1.34M
|
36.4K
$420K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.48K- 19.72% |
$46.1K - $51.4K
|
14.2K
$163K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
370+ 62.39% |
$4.91K - $5.46K
|
963
$11.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.15K- 9.01% |
$15.2K - $17K
|
11.6K
$134K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
149New |
$1.98K - $2.2K
|
149
$1.72K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.7K- 30.82% |
$234K - $261K
|
39.7K
$457K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-62- 0.12% |
$822 - $916
|
51.6K
$595K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-752- 4.48% |
$9.97K - $11.1K
|
16K
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-4.22K- 5.67% |
$56K - $62.4K
|
70.3K
$810K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
499New |
$6.62K - $7.37K
|
499
$5.75K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.06K- 7.77% |
$14.1K - $15.7K
|
12.6K
$145K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.38K+ 10.15% |
$44.9K - $50K
|
36.7K
$423K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.5K- 11.08% |
$19.9K - $22.2K
|
12K
$139K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.02K- 3.74% |
$13.5K - $15.1K
|
26.3K
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.9K- 13.75% |
$38.4K - $42.8K
|
18.2K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-11.2K- 28.52% |
$149K - $165K
|
28.1K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
735+ 5.82% |
$9.75K - $10.9K
|
13.4K
$154K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12- 0.22% |
$159 - $177
|
5.36K
$61.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-420- 3.99% |
$5.57K - $6.2K
|
10.1K
$117K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.33K+ 6.08% |
$17.7K - $19.7K
|
23.2K
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-180- 0.13% |
$2.39K - $2.66K
|
141K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.34K- 9.69% |
$44.3K - $49.3K
|
31.1K
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.16K- 5.25% |
$55.1K - $61.4K
|
75K
$864K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-18.2K- 9.58% |
$242K - $269K
|
172K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-205- 1.87% |
$2.72K - $3.03K
|
10.8K
$124K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
204+ 1.77% |
$2.71K - $3.01K
|
11.7K
$135K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-341- 0.73% |
$4.52K - $5.04K
|
46.5K
$536K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.37K+ 31.63% |
$84.5K - $94.1K
|
26.5K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15.8KNew |
$209K - $233K
|
15.8K
$181K
|