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 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 6.28% |
$23.4K - $27.1K
|
26.8K
$308K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-176- 1.1% |
$2.29K - $2.65K
|
15.9K
$183K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-229- 61.07% |
$2.98K - $3.45K
|
146
$1.68K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.04K- 80.46% |
$39.6K - $45.9K
|
739
$8.51K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-47- 8.25% |
$612 - $709
|
523
$6.02K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.41K+ 40.43% |
$70.4K - $81.6K
|
18.8K
$216K
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
349KNew |
$4.55M - $5.27M
|
349K
$4.03M
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-246- 2.36% |
$3.2K - $3.71K
|
10.2K
$117K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.29% |
$208 - $241
|
5.54K
$63.8K
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
10.1KNew |
$131K - $152K
|
10.1K
$116K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.31K- 72.7% |
$17.1K - $19.8K
|
492
$5.67K
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-500- 7.14% |
$6.51K - $7.54K
|
6.5K
$74.9K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
57New |
$742 - $860
|
57
$657
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-20.1K- 18.26% |
$261K - $303K
|
89.9K
$1.04M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.58K- 19.4% |
$59.7K - $69.1K
|
19K
$219K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2024
Q2 2024
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-1.08MClosed |
$14M - $16.2M
|
0
$0
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-938- 5.86% |
$12.2K - $14.1K
|
15.1K
$174K
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
16.5KNew |
$215K - $249K
|
16.5K
$190K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-70- 0.21% |
$911 - $1.06K
|
33.9K
$391K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.08% |
$117 - $136
|
10.7K
$123K
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.92K- 9.31% |
$51.1K - $59.2K
|
38.2K
$440K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.4KNew |
$161K - $187K
|
12.4K
$143K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.65% |
$182 - $211
|
2.16K
$24.8K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.36% |
$26 - $30.2
|
559
$6.44K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.25K- 17.93% |
$29.2K - $33.9K
|
10.3K
$118K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.33KNew |
$30.3K - $35.1K
|
2.33K
$26.8K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-427- 87.68% |
$5.56K - $6.44K
|
60
$691
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
233+ 2.24% |
$3.03K - $3.51K
|
10.7K
$123K
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.91K+ 3.58% |
$37.9K - $43.9K
|
84.3K
$971K
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
480+ 4.55% |
$6.25K - $7.24K
|
11K
$127K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.05% |
$104 - $121
|
14.7K
$170K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
16+ 0.68% |
$208 - $241
|
2.36K
$27.2K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.47K- 8.94% |
$19.1K - $22.2K
|
15K
$172K
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$39.1 - $45.2
|
21.2K
$244K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.13K+ 6.1% |
$27.7K - $32.1K
|
37K
$427K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.99K+ 1628.69% |
$25.9K - $30K
|
2.11K
$24.3K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.7K+ 5.53% |
$22.1K - $25.6K
|
32.5K
$374K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.9K- 43.52% |
$129K - $149K
|
12.9K
$148K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.3K- 90.37% |
$29.9K - $34.7K
|
245
$2.82K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.68% |
$39.1 - $45.2
|
447
$5.15K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 0.72% |
$391 - $452
|
4.16K
$47.9K
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.7K- 99.47% |
$22.1K - $25.6K
|
9
$104
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-706- 4.62% |
$9.19K - $10.6K
|
14.6K
$168K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
81New |
$1.05K - $1.22K
|
81
$933
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.3K- 4.03% |
$43K - $49.8K
|
78.6K
$906K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.92K- 74.58% |
$103K - $119K
|
2.7K
$31.1K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.45K- 11.26% |
$18.9K - $21.9K
|
11.4K
$132K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-114- 64.41% |
$1.48K - $1.72K
|
63
$726
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-336- 2.35% |
$4.37K - $5.07K
|
13.9K
$161K
|