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 |
---|---|---|---|---|---|---|---|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.1KNew |
$256K - $294K
|
19.1K
$255K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
18.9K+ 95.15% |
$254K - $292K
|
38.9K
$517K
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$193K - $221K
|
14.4K
$191K
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.1KNew |
$190K - $218K
|
14.1K
$188K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.4KNew |
$167K - $191K
|
12.4K
$166K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3KNew |
$138K - $159K
|
10.3K
$137K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.1KNew |
$135K - $155K
|
10.1K
$134K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.1KNew |
$135K - $155K
|
10.1K
$134K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.09K+ 15.68% |
$95.1K - $109K
|
52.3K
$696K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.14K+ 43.96% |
$68.9K - $79K
|
16.8K
$224K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.7K+ 35.9% |
$63.1K - $72.3K
|
17.8K
$237K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.35K+ 32.67% |
$45K - $51.6K
|
13.6K
$181K
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3KNew |
$40.3K - $46.2K
|
3K
$40K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.3KNew |
$30.9K - $35.4K
|
2.3K
$30.6K
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.83K+ 10.08% |
$24.5K - $28.1K
|
19.9K
$265K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.72K+ 15.53% |
$23K - $26.4K
|
12.8K
$170K
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.28KNew |
$17.2K - $19.8K
|
1.28K
$17.1K
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.22K+ 12.75% |
$16.4K - $18.8K
|
10.8K
$144K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.21KNew |
$16.3K - $18.7K
|
1.21K
$16.1K
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.12K+ 8.3% |
$15K - $17.2K
|
14.6K
$194K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
785New |
$10.5K - $12.1K
|
785
$10.5K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
766New |
$10.3K - $11.8K
|
766
$10.2K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
630+ 53.8% |
$8.45K - $9.7K
|
1.8K
$24K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
580New |
$7.78K - $8.93K
|
580
$7.73K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
552+ 19.14% |
$7.41K - $8.5K
|
3.44K
$45.8K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
495New |
$6.64K - $7.62K
|
495
$6.59K
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
400+ 2.08% |
$5.37K - $6.16K
|
19.6K
$261K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$5.37K - $6.16K
|
400
$5.33K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
270+ 2.16% |
$3.62K - $4.16K
|
12.8K
$170K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$2.01K - $2.31K
|
150
$2K
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
120New |
$1.61K - $1.85K
|
120
$1.6K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
51+ 0.37% |
$684 - $785
|
13.7K
$182K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50New |
$671 - $770
|
50
$666
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.55% |
$228 - $262
|
1.12K
$14.9K
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
13+ 0.11% |
$174 - $200
|
11.4K
$152K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10New |
$134 - $154
|
10
$133
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1+ 4.35% |
$13.4 - $15.4
|
24
$320
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
388KNew |
$4.99M - $6.11M
|
388K
$5.17M
|
|
Feb 09, 2024
Q4 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
247KNew |
$3.18M - $3.89M
|
247K
$3.3M
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
151KNew |
$1.94M - $2.37M
|
151K
$2.01M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
110KNew |
$1.41M - $1.73M
|
110K
$1.47M
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
51.2KNew |
$659K - $806K
|
51.2K
$683K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
CALL |
50KNew |
$643K - $787K
|
50K
$666K
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
35.5KNew |
$456K - $558K
|
35.5K
$472K
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
34.6KNew |
$445K - $545K
|
34.6K
$461K
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
18.7K+ 733.33% |
$240K - $294K
|
21.3K
$283K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$218K - $266K
|
16.9K
$226K
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
15.7KNew |
$201K - $246K
|
15.7K
$208K
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$191K - $233K
|
14.8K
$198K
|