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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 17.52% |
$1.13M - $1.23M
|
487K
$6.77M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
34K+ 41.56% |
$372K - $403K
|
116K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.58KNew |
$61K - $66.2K
|
5.58K
$77.6K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24- 50.0% |
$263 - $285
|
24
$334
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-43.8K- 57.96% |
$479K - $520K
|
31.8K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35- 0.29% |
$383 - $415
|
12.2K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-1.35K- 6.24% |
$14.8K - $16K
|
20.3K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.06K- 2.18% |
$33.5K - $36.3K
|
138K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 4.32% |
$28.4K - $30.8K
|
57.4K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-433K- 33.0% |
$4.74M - $5.14M
|
880K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
142+ 5.8% |
$1.55K - $1.68K
|
2.59K
$36K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-629K- 33.41% |
$6.88M - $7.46M
|
1.25M
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.02K+ 12.64% |
$65.8K - $71.3K
|
53.6K
$745K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-16.1K- 2.18% |
$176K - $191K
|
722K
$10M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-12.4K- 20.97% |
$136K - $147K
|
46.8K
$651K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180K+ 32.7% |
$1.97M - $2.14M
|
732K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.96K+ 4.71% |
$21.5K - $23.3K
|
43.6K
$607K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.3KNew |
$189K - $205K
|
17.3K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-400- 34.48% |
$4.38K - $4.74K
|
760
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-6.34K- 28.23% |
$69.3K - $75.2K
|
16.1K
$224K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.15K- 25.33% |
$56.3K - $61.1K
|
15.2K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-17.1K- 43.47% |
$188K - $203K
|
22.3K
$310K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 2.9% |
$28.9K - $31.3K
|
88.4K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.76K- 8.15% |
$73.9K - $80.1K
|
76.1K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.3K- 12.09% |
$889K - $964K
|
591K
$8.22M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.36K- 8.47% |
$25.9K - $28K
|
25.5K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.25K+ 18.3% |
$68.4K - $74.1K
|
40.4K
$562K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-948- 4.66% |
$10.4K - $11.2K
|
19.4K
$270K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 0.65% |
$1.09K - $1.19K
|
15.2K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
181+ 15.98% |
$1.98K - $2.15K
|
1.31K
$18.3K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.91K- 7.71% |
$20.9K - $22.6K
|
22.8K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-30- 0.04% |
$328 - $356
|
69.7K
$970K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.59K- 4.4% |
$17.4K - $18.8K
|
34.5K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.42K+ 16.1% |
$92.1K - $99.8K
|
60.7K
$844K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 8.33% |
$10.9 - $11.9
|
11
$153
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-305K- 41.26% |
$3.33M - $3.62M
|
434K
$6.04M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
2.92K+ 8.09% |
$31.9K - $34.6K
|
39K
$543K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6.28KNew |
$68.7K - $74.4K
|
6.28K
$87.3K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.63KNew |
$28.8K - $31.2K
|
2.63K
$36.6K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.69K+ 14.38% |
$29.5K - $31.9K
|
21.4K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33.6KNew |
$367K - $398K
|
33.6K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.13K- 3.45% |
$12.4K - $13.4K
|
31.6K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-9.12K- 99.45% |
$99.8K - $108K
|
50
$696
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-330- 3.06% |
$3.61K - $3.91K
|
10.5K
$146K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.67K+ 6.14% |
$29.2K - $31.7K
|
46.2K
$642K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-696- 4.82% |
$7.61K - $8.25K
|
13.7K
$191K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.68K- 7.62% |
$29.3K - $31.8K
|
32.5K
$452K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.39K+ 22.45% |
$103K - $111K
|
51.2K
$713K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-44.6K- 55.19% |
$488K - $529K
|
36.2K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
5.03K+ 18.48% |
$55K - $59.7K
|
32.3K
$449K
|