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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.58KNew |
$61K - $66.2K
|
5.58K
$95K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-400- 34.48% |
$4.38K - $4.74K
|
760
$12.9K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-9.12K- 99.45% |
$99.8K - $108K
|
50
$851
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-696- 4.82% |
$7.61K - $8.25K
|
13.7K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
5.03K+ 18.48% |
$55K - $59.7K
|
32.3K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.75K+ 7.17% |
$19.1K - $20.8K
|
26.2K
$445K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-1.8K- 47.37% |
$19.7K - $21.3K
|
2K
$34K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 66.67% |
$109 - $119
|
5
$85.1
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.8K+ 49.46% |
$96.3K - $104K
|
26.6K
$453K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-150- 5.15% |
$1.64K - $1.78K
|
2.77K
$47.1K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 10.8% |
$23.7K - $25.7K
|
17.9K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.1KNew |
$111K - $120K
|
10.1K
$173K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.31K+ 61.88% |
$14.3K - $15.5K
|
3.41K
$58.1K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
11.1KNew |
$121K - $132K
|
11.1K
$189K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-762- 5.31% |
$8.34K - $9.04K
|
13.6K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
50New |
$547 - $593
|
50
$851
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.33KNew |
$14.6K - $15.8K
|
1.33K
$22.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.17KNew |
$12.8K - $13.9K
|
1.17K
$20K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
26+ 0.26% |
$284 - $308
|
10K
$171K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.14K- 32.49% |
$56.2K - $60.9K
|
10.7K
$182K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.6K- 77.61% |
$28.4K - $30.8K
|
750
$12.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-760- 25.22% |
$8.31K - $9.01K
|
2.25K
$38.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-696- 5.42% |
$7.61K - $8.25K
|
12.2K
$207K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
500New |
$5.47K - $5.93K
|
500
$8.51K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
17KNew |
$186K - $202K
|
17K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-9.11K- 98.65% |
$99.7K - $108K
|
125
$2.13K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
550New |
$6.02K - $6.52K
|
550
$9.36K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 2.06% |
$1.09K - $1.19K
|
4.74K
$80.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
10.1KNew |
$111K - $120K
|
10.1K
$172K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-59.1K- 79.18% |
$646K - $701K
|
15.5K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-8.86K- 40.24% |
$96.9K - $105K
|
13.1K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
895+ 8.61% |
$9.79K - $10.6K
|
11.3K
$192K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
318+ 2.35% |
$3.48K - $3.77K
|
13.9K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.5K+ 568.18% |
$27.4K - $29.7K
|
2.94K
$50K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.25K- 20.79% |
$35.6K - $38.5K
|
12.4K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.07K- 8.69% |
$11.7K - $12.7K
|
11.3K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-175- 54.69% |
$1.91K - $2.08K
|
145
$2.47K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
450+ 1.82% |
$4.92K - $5.34K
|
25.2K
$429K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329+ 32900.0% |
$3.6K - $3.9K
|
330
$5.62K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
169New |
$1.85K - $2K
|
169
$2.88K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 21.74% |
$5.47K - $5.93K
|
1.8K
$30.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
10.7KNew |
$117K - $127K
|
10.7K
$182K
|
|
| Q4 2024 | |||||||
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.29K- 97.5% |
$14.6K - $18.7K
|
33
$562
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-141- 0.96% |
$1.6K - $2.05K
|
14.5K
$247K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.65K- 19.99% |
$30.1K - $38.5K
|
10.6K
$180K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.9K- 15.07% |
$32.9K - $42.1K
|
16.3K
$278K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
770New |
$8.74K - $11.2K
|
770
$13.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
398New |
$4.52K - $5.77K
|
398
$6.77K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.7K- 35.21% |
$87.3K - $112K
|
14.2K
$241K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16.4K- 57.76% |
$186K - $238K
|
12K
$204K
|
|