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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.3K- 4.03% |
$43K - $49.8K
|
78.6K
$1.05M
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.92K- 74.58% |
$103K - $119K
|
2.7K
$36K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.45K- 11.26% |
$18.9K - $21.9K
|
11.4K
$152K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-114- 64.41% |
$1.48K - $1.72K
|
63
$839
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
5.31K+ 4.37% |
$69.1K - $80K
|
127K
$1.69M
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-336- 2.35% |
$4.37K - $5.07K
|
13.9K
$186K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45.8K- 16.63% |
$596K - $691K
|
230K
$3.06M
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-5.79K- 25.11% |
$75.4K - $87.3K
|
17.3K
$230K
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
6.95K+ 6.84% |
$90.5K - $105K
|
109K
$1.45M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.96K- 7.96% |
$64.6K - $74.8K
|
57.3K
$764K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-461- 0.97% |
$6K - $6.95K
|
46.8K
$624K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.75KClosed |
$35.8K - $41.5K
|
0
$0
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
143+ 31.78% |
$1.86K - $2.16K
|
593
$7.9K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1K- 89.85% |
$13K - $15.1K
|
113
$1.51K
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-550- 1.38% |
$7.16K - $8.29K
|
39.3K
$523K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
76+ 32.62% |
$990 - $1.15K
|
309
$4.12K
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-47.7K- 48.34% |
$621K - $719K
|
51K
$679K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
803New |
$10.5K - $12.1K
|
803
$10.7K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 2.64% |
$13.6K - $15.8K
|
38.6K
$514K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
15.5K+ 70.11% |
$202K - $234K
|
37.6K
$501K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.61KNew |
$99K - $115K
|
7.61K
$101K
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-997- 4.31% |
$13K - $15K
|
22.2K
$295K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
2.1K+ 18.42% |
$27.3K - $31.7K
|
13.5K
$180K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-411- 2.35% |
$5.35K - $6.2K
|
17.1K
$227K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
19.8KNew |
$258K - $299K
|
19.8K
$264K
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.5K+ 15.6% |
$58.6K - $67.8K
|
33.3K
$444K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3+ 0.12% |
$39.1 - $45.2
|
2.54K
$33.8K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-89- 98.89% |
$1.16K - $1.34K
|
1
$13.3
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
368+ 0.75% |
$4.79K - $5.55K
|
49.4K
$657K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 84.25% |
$13K - $15.1K
|
187
$2.49K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
100New |
$1.3K - $1.51K
|
100
$1.33K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.87K- 75.63% |
$89.4K - $104K
|
2.21K
$29.5K
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.33K- 4.16% |
$17.3K - $20.1K
|
30.6K
$408K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.07K- 3.51% |
$13.9K - $16.1K
|
29.4K
$391K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
915New |
$11.9K - $13.8K
|
915
$12.2K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.61K- 23.49% |
$112K - $130K
|
28K
$373K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.68% |
$52.1 - $60.3
|
595
$7.93K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.32K+ 2.98% |
$17.2K - $20K
|
45.8K
$610K
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-236- 1.76% |
$3.07K - $3.56K
|
13.1K
$175K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.11K- 7.5% |
$14.4K - $16.7K
|
13.7K
$182K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$13 - $15.1
|
1
$13.3
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
214+ 2.14% |
$2.79K - $3.23K
|
10.2K
$136K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.36% |
$13 - $15.1
|
280
$3.73K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.86K+ 13.44% |
$24.2K - $28K
|
15.7K
$209K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
24K+ 29.4% |
$312K - $362K
|
106K
$1.41M
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 7.87% |
$22K - $25.5K
|
19.8K
$264K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-235- 14.01% |
$3.06K - $3.54K
|
1.44K
$19.2K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
423+ 9.57% |
$5.51K - $6.38K
|
4.84K
$64.5K
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-224- 1.46% |
$2.92K - $3.38K
|
15.2K
$202K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
197+ 1.65% |
$2.56K - $2.97K
|
12.1K
$161K
|