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 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.14K- 32.49% |
$56.2K - $60.9K
|
10.7K
$148K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.6K- 77.61% |
$28.4K - $30.8K
|
750
$10.4K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-20.1K- 16.7% |
$220K - $238K
|
100K
$1.39M
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-760- 25.22% |
$8.31K - $9.01K
|
2.25K
$31.3K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-696- 5.42% |
$7.61K - $8.25K
|
12.2K
$169K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
500New |
$5.47K - $5.93K
|
500
$6.96K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-200- 7.79% |
$2.19K - $2.37K
|
2.37K
$32.9K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.3K+ 99.44% |
$178K - $193K
|
32.6K
$454K
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
17KNew |
$186K - $202K
|
17K
$236K
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-9.11K- 98.65% |
$99.7K - $108K
|
125
$1.74K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-200- 2.9% |
$2.19K - $2.37K
|
6.7K
$93.1K
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.39K+ 6.49% |
$26.2K - $28.4K
|
39.3K
$546K
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-803- 3.81% |
$8.78K - $9.52K
|
20.3K
$282K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
550New |
$6.02K - $6.52K
|
550
$7.65K
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.32K- 12.92% |
$36.3K - $39.3K
|
22.4K
$311K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.7K- 20.74% |
$489K - $530K
|
171K
$2.38M
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-100- 0.19% |
$1.09K - $1.19K
|
51.9K
$722K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 2.06% |
$1.09K - $1.19K
|
4.74K
$66K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.13K- 8.33% |
$45.2K - $49K
|
45.5K
$633K
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
10.1KNew |
$111K - $120K
|
10.1K
$141K
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
200+ 1.03% |
$2.19K - $2.37K
|
19.6K
$273K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-402- 66.89% |
$4.4K - $4.77K
|
199
$2.77K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.25K+ 19.5% |
$24.6K - $26.7K
|
13.8K
$192K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.85K+ 52.51% |
$20.2K - $21.9K
|
5.37K
$74.7K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-59.1K- 79.18% |
$646K - $701K
|
15.5K
$216K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.81K- 27.81% |
$63.5K - $68.9K
|
15.1K
$210K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
379K+ 2190.27% |
$4.14M - $4.49M
|
396K
$5.51M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-8.86K- 40.24% |
$96.9K - $105K
|
13.1K
$183K
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
895+ 8.61% |
$9.79K - $10.6K
|
11.3K
$157K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
318+ 2.35% |
$3.48K - $3.77K
|
13.9K
$193K
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.5K+ 568.18% |
$27.4K - $29.7K
|
2.94K
$40.9K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2K- 63.51% |
$21.9K - $23.7K
|
1.15K
$16K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.25K- 20.79% |
$35.6K - $38.5K
|
12.4K
$172K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-87.9K- 50.18% |
$961K - $1.04M
|
87.2K
$1.21M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.07K- 8.69% |
$11.7K - $12.7K
|
11.3K
$157K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5K- 53.77% |
$54.7K - $59.3K
|
4.3K
$59.8K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
490+ 26.76% |
$5.36K - $5.81K
|
2.32K
$32.3K
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-175- 54.69% |
$1.91K - $2.08K
|
145
$2.02K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
7.56K+ 6.8% |
$82.7K - $89.7K
|
119K
$1.65M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
450+ 1.82% |
$4.92K - $5.34K
|
25.2K
$350K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329+ 32900.0% |
$3.6K - $3.9K
|
330
$4.59K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
169New |
$1.85K - $2K
|
169
$2.35K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 21.74% |
$5.47K - $5.93K
|
1.8K
$25K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
10.7KNew |
$117K - $127K
|
10.7K
$149K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
231K+ 170.22% |
$2.62M - $3.35M
|
366K
$5.09M
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.29K- 97.5% |
$14.6K - $18.7K
|
33
$459
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-141- 0.96% |
$1.6K - $2.05K
|
14.5K
$202K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
40+ 0.31% |
$454 - $580
|
13.1K
$182K
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.65K- 19.99% |
$30.1K - $38.5K
|
10.6K
$148K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.68% |
$11.4 - $14.5
|
147
$2.04K
|