Latest Institutional Purchases of Ishares (ICLN)
This list provides information on the latest institutional transactions involving Ishares (ICLN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.8KNew |
$157K - $200K
|
13.8K
$192K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.4KNew |
$141K - $180K
|
12.4K
$173K
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
10.8KNew |
$123K - $157K
|
10.8K
$150K
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
10.5KNew |
$119K - $153K
|
10.5K
$146K
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
10.4KNew |
$118K - $151K
|
10.4K
$145K
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
10.4K+ 8.22% |
$118K - $151K
|
137K
$1.9M
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
9.88KNew |
$112K - $143K
|
9.88K
$137K
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
9.35KNew |
$106K - $136K
|
9.35K
$130K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.5KNew |
$85.1K - $109K
|
7.5K
$104K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
6.1KNew |
$69.2K - $88.5K
|
6.1K
$84.9K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.14KNew |
$58.4K - $74.6K
|
5.14K
$71.5K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.82KNew |
$43.3K - $55.4K
|
3.82K
$53.1K
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.56K+ 12.0% |
$29.1K - $37.2K
|
23.9K
$333K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.96KNew |
$22.2K - $28.4K
|
1.96K
$27.2K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$21K - $26.9K
|
1.85K
$25.8K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.31K+ 5.72% |
$14.9K - $19K
|
24.2K
$337K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.3K+ 59.09% |
$14.8K - $18.9K
|
3.5K
$48.7K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.21K+ 63.89% |
$13.7K - $17.6K
|
3.1K
$43.2K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$12.3K - $15.8K
|
1.09K
$15.1K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
985New |
$11.2K - $14.3K
|
985
$13.7K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
930New |
$10.6K - $13.5K
|
930
$12.9K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
831New |
$9.43K - $12.1K
|
831
$11.6K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
770New |
$8.74K - $11.2K
|
770
$10.7K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
626New |
$7.11K - $9.08K
|
626
$8.71K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
550New |
$6.24K - $7.98K
|
550
$7.65K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
471+ 43.29% |
$5.35K - $6.83K
|
1.56K
$21.7K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
398New |
$4.52K - $5.77K
|
398
$5.54K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
377New |
$4.28K - $5.47K
|
377
$5.24K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
376+ 3.2% |
$4.27K - $5.46K
|
12.1K
$169K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
279+ 187.25% |
$3.17K - $4.05K
|
428
$5.95K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
246New |
$2.79K - $3.57K
|
246
$3.42K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
184+ 0.99% |
$2.09K - $2.67K
|
18.8K
$261K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137+ 3425.0% |
$1.55K - $1.99K
|
141
$1.96K
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
101+ 1.0% |
$1.15K - $1.47K
|
10.2K
$141K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
80+ 70.8% |
$908 - $1.16K
|
193
$2.68K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
76New |
$863 - $1.1K
|
76
$1.06K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72+ 0.71% |
$817 - $1.04K
|
10.2K
$142K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
40+ 0.31% |
$454 - $580
|
13.1K
$182K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 0.09% |
$148 - $189
|
14.7K
$205K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$34.1 - $43.5
|
1K
$14K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2New |
$22.7 - $29
|
2
$27.8
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.68% |
$11.4 - $14.5
|
147
$2.04K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 3.23% |
$11.4 - $14.5
|
32
$445
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.27% |
$11.4 - $14.5
|
45
$626
|
|
Q3 2024 | |||||||
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
660KNew |
$8.75M - $9.75M
|
660K
$9.18M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
454KNew |
$6.02M - $6.71M
|
454K
$6.32M
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
422KNew |
$5.6M - $6.23M
|
422K
$5.87M
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
176KNew |
$2.34M - $2.61M
|
176K
$2.45M
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
124KNew |
$1.64M - $1.83M
|
124K
$1.72M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
111K+ 9.18% |
$1.48M - $1.64M
|
1.32M
$18.4M
|