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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-16.4K- 36.89% |
$213K - $247K
|
28K
$373K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.33KNew |
$30.3K - $35.1K
|
2.33K
$31K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-427- 87.68% |
$5.56K - $6.44K
|
60
$799
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
233+ 2.24% |
$3.03K - $3.51K
|
10.7K
$142K
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.91K+ 3.58% |
$37.9K - $43.9K
|
84.3K
$1.12M
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
1.24K+ 10.92% |
$16.2K - $18.8K
|
12.6K
$168K
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
480+ 4.55% |
$6.25K - $7.24K
|
11K
$147K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.05% |
$104 - $121
|
14.7K
$196K
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-200K- 72.86% |
$2.6M - $3.02M
|
74.5K
$993K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.38K- 11.56% |
$17.9K - $20.8K
|
10.5K
$140K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4+ 0.57% |
$52.1 - $60.3
|
711
$9.47K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
811+ 2.51% |
$10.6K - $12.2K
|
33.1K
$441K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
16+ 0.68% |
$208 - $241
|
2.36K
$31.4K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.06K- 0.72% |
$13.8K - $16K
|
147K
$1.96M
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.47K- 8.94% |
$19.1K - $22.2K
|
15K
$199K
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.41K- 17.99% |
$31.3K - $36.3K
|
11K
$146K
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-5.96K- 25.47% |
$77.6K - $89.9K
|
17.4K
$232K
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$39.1 - $45.2
|
21.2K
$282K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-156- 18.2% |
$2.03K - $2.35K
|
701
$9.34K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-900- 51.69% |
$11.7K - $13.6K
|
841
$11.2K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-34.3K- 30.21% |
$446K - $517K
|
79.1K
$1.05M
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-4.88K- 26.51% |
$63.6K - $73.6K
|
13.5K
$180K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.62K- 10.93% |
$60.2K - $69.7K
|
37.6K
$501K
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.68K- 15.46% |
$48K - $55.5K
|
20.1K
$268K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.13K+ 6.1% |
$27.7K - $32.1K
|
37K
$493K
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-617- 3.38% |
$8.03K - $9.3K
|
17.6K
$235K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.99K+ 1628.69% |
$25.9K - $30K
|
2.11K
$28.1K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.7K+ 5.53% |
$22.1K - $25.6K
|
32.5K
$432K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.68K- 8.26% |
$21.8K - $25.3K
|
18.6K
$248K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.9K- 43.52% |
$129K - $149K
|
12.9K
$171K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-9.48K- 4.74% |
$123K - $143K
|
190K
$2.54M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.3K- 90.37% |
$29.9K - $34.7K
|
245
$3.26K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.68% |
$39.1 - $45.2
|
447
$5.95K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.3K+ 103.5% |
$134K - $155K
|
20.2K
$269K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.8K+ 57.72% |
$115K - $133K
|
24.1K
$320K
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.9K+ 5.67% |
$24.8K - $28.7K
|
35.5K
$472K
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
396+ 0.65% |
$5.16K - $5.97K
|
61.7K
$821K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
14.7K+ 11.54% |
$191K - $221K
|
142K
$1.89M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-268- 1.77% |
$3.49K - $4.04K
|
14.9K
$198K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-370- 2.41% |
$4.82K - $5.58K
|
15K
$200K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
6.07K+ 1828.92% |
$79.1K - $91.6K
|
6.4K
$85.3K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 0.72% |
$391 - $452
|
4.16K
$55.4K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7KNew |
$91.1K - $106K
|
7K
$93.2K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.3K+ 7.31% |
$16.9K - $19.6K
|
19.1K
$254K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-77K- 79.46% |
$1M - $1.16M
|
19.9K
$265K
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.7K- 99.47% |
$22.1K - $25.6K
|
9
$120
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 46.02% |
$138K - $160K
|
33.6K
$448K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-706- 4.62% |
$9.19K - $10.6K
|
14.6K
$194K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-892- 6.14% |
$11.6K - $13.5K
|
13.6K
$182K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
81New |
$1.05K - $1.22K
|
81
$1.08K
|