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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-286- 42.62% |
$3.79K - $4.22K
|
385
$4.44K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.65K+ 13.88% |
$35.1K - $39.1K
|
21.7K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.27K+ 9.35% |
$16.9K - $18.8K
|
14.9K
$171K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.96K- 5.83% |
$26K - $28.9K
|
31.7K
$365K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.22K- 7.87% |
$29.4K - $32.8K
|
26K
$300K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.17K+ 2.65% |
$28.7K - $32K
|
83.9K
$967K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-789- 2.69% |
$10.5K - $11.7K
|
28.6K
$329K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.44K- 8.25% |
$19.1K - $21.3K
|
16K
$184K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-31- 1.44% |
$411 - $458
|
2.12K
$24.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
700New |
$9.28K - $10.3K
|
700
$8.06K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.55K+ 4.0% |
$20.5K - $22.8K
|
40.2K
$463K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
62K+ 58.76% |
$822K - $916K
|
168K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-208- 0.19% |
$2.76K - $3.07K
|
108K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.3K+ 5.35% |
$43.7K - $48.7K
|
65K
$748K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.72K- 3.36% |
$102K - $114K
|
222K
$2.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-968- 3.58% |
$12.8K - $14.3K
|
26.1K
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
79+ 0.64% |
$1.05K - $1.17K
|
12.5K
$144K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
209+ 0.99% |
$2.77K - $3.09K
|
21.4K
$246K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
7.43K+ 5.87% |
$98.5K - $110K
|
134K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.08K+ 5.36% |
$14.4K - $16K
|
21.3K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.62K- 22.94% |
$48K - $53.5K
|
12.2K
$140K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91+ 0.38% |
$1.21K - $1.34K
|
24.1K
$278K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
409+ 3.34% |
$5.42K - $6.04K
|
12.7K
$146K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.61K- 24.98% |
$34.5K - $38.5K
|
7.83K
$90.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-80- 0.61% |
$1.06K - $1.18K
|
13.1K
$150K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-450- 2.26% |
$5.97K - $6.65K
|
19.4K
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1- 0.01% |
$13.3 - $14.8
|
14.9K
$172K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-52.1K- 48.55% |
$691K - $770K
|
55.3K
$636K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
100+ 100.0% |
$1.33K - $1.48K
|
200
$2.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-101- 9.13% |
$1.34K - $1.49K
|
1.01K
$11.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
21+ 0.14% |
$278 - $310
|
14.7K
$169K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.04% |
$13.3 - $14.8
|
2.43K
$28K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.59K+ 26.36% |
$47.6K - $53.1K
|
17.2K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.97K- 11.67% |
$26.1K - $29K
|
14.9K
$171K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-22.7K- 44.42% |
$300K - $335K
|
28.3K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
660KNew |
$8.75M - $9.75M
|
660K
$7.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
124+ 0.87% |
$1.64K - $1.83K
|
14.4K
$166K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.73K- 8.66% |
$22.9K - $25.5K
|
18.2K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5+ 0.03% |
$66.3 - $73.9
|
19.2K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3K+ 20.88% |
$39.8K - $44.3K
|
17.4K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.02K- 14.63% |
$13.6K - $15.1K
|
5.98K
$68.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-11.1K- 36.23% |
$147K - $164K
|
19.5K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
16.7KNew |
$221K - $246K
|
16.7K
$192K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
379+ 17.13% |
$5.03K - $5.6K
|
2.59K
$29.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-400- 1.49% |
$5.3K - $5.91K
|
26.5K
$305K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
22.9KNew |
$304K - $339K
|
22.9K
$264K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-300- 1.35% |
$3.98K - $4.43K
|
21.9K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.7K- 17.14% |
$88.8K - $98.9K
|
32.4K
$373K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.19K+ 11.38% |
$42.3K - $47.1K
|
31.2K
$359K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.38K- 9.22% |
$18.3K - $20.4K
|
13.6K
$157K
|