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
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-336- 2.35% |
$4.37K - $5.07K
|
13.9K
$156K
|
|
|
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
|
Whittier Trust CO
|
SELL
|
- |
-1K- 89.85% |
$13K - $15.1K
|
113
$1.27K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
76+ 32.62% |
$990 - $1.15K
|
309
$3.47K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
803New |
$10.5K - $12.1K
|
803
$9.01K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.61KNew |
$99K - $115K
|
7.61K
$85.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
2.1K+ 18.42% |
$27.3K - $31.7K
|
13.5K
$151K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-411- 2.35% |
$5.35K - $6.2K
|
17.1K
$191K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-89- 98.89% |
$1.16K - $1.34K
|
1
$11.2
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 84.25% |
$13K - $15.1K
|
187
$2.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
915New |
$11.9K - $13.8K
|
915
$10.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.68% |
$52.1 - $60.3
|
595
$6.68K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$13 - $15.1
|
1
$11.2
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
214+ 2.14% |
$2.79K - $3.23K
|
10.2K
$115K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.36% |
$13 - $15.1
|
280
$3.14K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.86K+ 13.44% |
$24.2K - $28K
|
15.7K
$176K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 7.87% |
$22K - $25.5K
|
19.8K
$222K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-235- 14.01% |
$3.06K - $3.54K
|
1.44K
$16.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
423+ 9.57% |
$5.51K - $6.38K
|
4.84K
$54.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-224- 1.46% |
$2.92K - $3.38K
|
15.2K
$170K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
197+ 1.65% |
$2.56K - $2.97K
|
12.1K
$136K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
471New |
$6.13K - $7.1K
|
471
$5.28K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.5K+ 10.89% |
$19.5K - $22.6K
|
15.3K
$171K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.74K- 10.83% |
$22.6K - $26.2K
|
14.3K
$161K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-45- 2.92% |
$586 - $679
|
1.5K
$16.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
32.1KNew |
$418K - $485K
|
32.1K
$361K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
116+ 39.86% |
$1.51K - $1.75K
|
407
$4.57K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.2K- 41.59% |
$28.6K - $33.2K
|
3.09K
$34.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
19.3KNew |
$252K - $291K
|
19.3K
$217K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
578New |
$7.53K - $8.72K
|
578
$6.49K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-375- 13.82% |
$4.88K - $5.66K
|
2.34K
$26.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.84K- 14.12% |
$24K - $27.8K
|
11.2K
$126K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.34KNew |
$30.5K - $35.3K
|
2.34K
$26.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-100- 0.93% |
$1.3K - $1.51K
|
10.7K
$120K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51New |
$664 - $769
|
51
$572
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
580New |
$7.78K - $8.93K
|
580
$6.51K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10New |
$134 - $154
|
10
$112
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-26- 1.17% |
$349 - $400
|
2.2K
$24.7K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
766New |
$10.3K - $11.8K
|
766
$8.59K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
23.3K+ 23.55% |
$313K - $359K
|
122K
$1.37M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-200- 13.33% |
$2.68K - $3.08K
|
1.3K
$14.6K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.1KNew |
$256K - $294K
|
19.1K
$214K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3KNew |
$138K - $159K
|
10.3K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
400+ 2.08% |
$5.37K - $6.16K
|
19.6K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
78.6KNew |
$1.05M - $1.21M
|
78.6K
$882K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-800- 23.53% |
$10.7K - $12.3K
|
2.6K
$29.2K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
194KNew |
$2.6M - $2.99M
|
194K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.1KNew |
$135K - $155K
|
10.1K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.28KNew |
$17.2K - $19.8K
|
1.28K
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-108K- 90.4% |
$1.45M - $1.66M
|
11.5K
$129K
|
|