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 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.12K- 36.28% |
$77.9K - $84.4K
|
12.5K
$174K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.63K- 42.0% |
$83.5K - $90.5K
|
10.5K
$147K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
6.95KNew |
$76K - $82.4K
|
6.95K
$96.6K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.73K+ 2.34% |
$18.9K - $20.5K
|
75.6K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.75K+ 7.17% |
$19.1K - $20.8K
|
26.2K
$364K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60.7K- 8.02% |
$664K - $720K
|
696K
$9.68M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-1.8K- 47.37% |
$19.7K - $21.3K
|
2K
$27.8K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 66.67% |
$109 - $119
|
5
$69.6
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-333- 2.63% |
$3.64K - $3.95K
|
12.3K
$171K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-302- 9.03% |
$3.3K - $3.58K
|
3.04K
$42.3K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.8K+ 49.46% |
$96.3K - $104K
|
26.6K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.03K- 7.79% |
$33.2K - $36K
|
35.9K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31.1K- 10.59% |
$340K - $368K
|
262K
$3.65M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.52K- 28.29% |
$16.6K - $18K
|
3.84K
$53.5K
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
3.15K+ 9.75% |
$34.5K - $37.4K
|
35.5K
$494K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.7K- 30.36% |
$128K - $139K
|
26.9K
$375K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$126K - $136K
|
11.5K
$160K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
53.5K+ 31.07% |
$585K - $634K
|
226K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
615+ 3.08% |
$6.73K - $7.29K
|
20.6K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-150- 5.15% |
$1.64K - $1.78K
|
2.77K
$38.5K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 10.8% |
$23.7K - $25.7K
|
17.9K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.1KNew |
$111K - $120K
|
10.1K
$141K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
941+ 4.83% |
$10.3K - $11.2K
|
20.4K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
128K+ 48.2% |
$1.4M - $1.52M
|
395K
$5.49M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.78K+ 17.45% |
$19.4K - $21.1K
|
12K
$166K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.31K+ 61.88% |
$14.3K - $15.5K
|
3.41K
$47.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-264- 27.36% |
$2.89K - $3.13K
|
701
$9.75K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
11.1KNew |
$121K - $132K
|
11.1K
$154K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-897- 47.39% |
$9.81K - $10.6K
|
996
$13.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.19K- 11.02% |
$13K - $14.1K
|
9.59K
$133K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
668+ 8.42% |
$7.31K - $7.92K
|
8.6K
$120K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-762- 5.31% |
$8.34K - $9.04K
|
13.6K
$189K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-626- 2.79% |
$6.85K - $7.42K
|
21.8K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
50New |
$547 - $593
|
50
$696
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-491- 15.85% |
$5.37K - $5.82K
|
2.61K
$36.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16K+ 153.99% |
$175K - $190K
|
26.5K
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.33KNew |
$14.6K - $15.8K
|
1.33K
$18.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
66.9K+ 9235.91% |
$732K - $793K
|
67.6K
$940K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.4K- 40.14% |
$136K - $147K
|
18.5K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.17KNew |
$12.8K - $13.9K
|
1.17K
$16.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.05K+ 141.95% |
$22.5K - $24.4K
|
3.5K
$48.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.7K- 3.53% |
$139K - $151K
|
347K
$4.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
26+ 0.26% |
$284 - $308
|
10K
$139K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-23K- 15.89% |
$251K - $273K
|
122K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
47.1K+ 5.07% |
$516K - $559K
|
978K
$13.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.25KNew |
$35.6K - $38.6K
|
3.25K
$45.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-22K- 16.3% |
$240K - $260K
|
113K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
160+ 7.14% |
$1.75K - $1.9K
|
2.4K
$33.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.31K+ 6.97% |
$36.2K - $39.3K
|
50.8K
$707K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-6.74K- 11.09% |
$73.7K - $79.9K
|
54K
$752K
|