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 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.76K- 3.98% |
$36.6K - $40.7K
|
66.6K
$767K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
75+ 0.58% |
$995 - $1.11K
|
13K
$150K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
222K+ 1364.47% |
$2.94M - $3.28M
|
238K
$2.74M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
119KNew |
$1.58M - $1.76M
|
119K
$1.38M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
145New |
$1.92K - $2.14K
|
145
$1.67K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-82- 0.2% |
$1.09K - $1.21K
|
40.5K
$466K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$703 - $783
|
53
$611
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.34K+ 4.17% |
$44.2K - $49.3K
|
83.3K
$960K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-363K- 28.78% |
$4.81M - $5.36M
|
898K
$10.3M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
747+ 498.0% |
$9.91K - $11K
|
897
$10.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.21K- 2.87% |
$29.3K - $32.7K
|
75K
$864K
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
24.5K+ 94.08% |
$325K - $362K
|
50.5K
$582K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
111K+ 9.18% |
$1.48M - $1.64M
|
1.32M
$15.3M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
418New |
$5.54K - $6.17K
|
418
$4.82K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
13New |
$172 - $192
|
13
$150
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-454- 11.47% |
$6.02K - $6.71K
|
3.51K
$40.4K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
150New |
$1.99K - $2.22K
|
150
$1.73K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.5KNew |
$166K - $185K
|
12.5K
$144K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$292 - $325
|
22
$253
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.65KNew |
$101K - $113K
|
7.65K
$88.1K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.68K- 8.68% |
$88.6K - $98.6K
|
70.3K
$809K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.41K- 24.42% |
$45.3K - $50.4K
|
10.6K
$122K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-770- 1.65% |
$10.2K - $11.4K
|
45.8K
$528K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
527+ 4.7% |
$6.99K - $7.78K
|
11.7K
$135K
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.76K+ 5.16% |
$23.3K - $25.9K
|
35.7K
$412K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-56- 0.83% |
$743 - $827
|
6.7K
$77.1K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.61K+ 51.41% |
$114K - $127K
|
25.4K
$292K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
229+ 5.09% |
$3.04K - $3.38K
|
4.72K
$54.4K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
775+ 4.88% |
$10.3K - $11.4K
|
16.7K
$192K
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
7.43K+ 3.71% |
$98.5K - $110K
|
208K
$2.39M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.48K- 15.29% |
$32.9K - $36.6K
|
13.7K
$158K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.21K- 41.3% |
$69.1K - $77K
|
7.41K
$85.3K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1K- 20.96% |
$13.3K - $14.8K
|
3.78K
$43.6K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
121+ 12.98% |
$1.6K - $1.79K
|
1.05K
$12.1K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
100+ 0.48% |
$1.33K - $1.48K
|
20.8K
$239K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
250New |
$3.32K - $3.69K
|
250
$2.88K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.01% |
$13.3 - $14.8
|
7.69K
$88.6K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 9.68% |
$796 - $886
|
560
$6.45K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
26.7K+ 1532.15% |
$355K - $395K
|
28.5K
$328K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-531- 3.86% |
$7.04K - $7.84K
|
13.2K
$152K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.06K- 2.15% |
$53.9K - $60K
|
185K
$2.13M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
40.9K+ 9.38% |
$542K - $603K
|
476K
$5.49M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.4K+ 2.14% |
$58.3K - $65K
|
210K
$2.42M
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
21.7K+ 1.46% |
$287K - $320K
|
1.51M
$17.4M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.68K+ 1.52% |
$22.2K - $24.8K
|
112K
$1.29M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.99K- 12.86% |
$26.3K - $29.3K
|
13.5K
$155K
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
237+ 1.93% |
$3.14K - $3.5K
|
12.5K
$144K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-665- 6.04% |
$8.82K - $9.82K
|
10.3K
$119K
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-76.2K- 7.39% |
$1.01M - $1.13M
|
954K
$11M
|