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 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
400+ 2.08% |
$5.37K - $6.16K
|
19.6K
$226K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$5.37K - $6.16K
|
400
$4.61K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$2.01K - $2.31K
|
150
$1.73K
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
120New |
$1.61K - $1.85K
|
120
$1.38K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50New |
$671 - $770
|
50
$576
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.55% |
$228 - $262
|
1.12K
$12.9K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10New |
$134 - $154
|
10
$115
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1+ 4.35% |
$13.4 - $15.4
|
24
$276
|
|
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
$4.47M
|
|
Feb 09, 2024
Q4 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
247KNew |
$3.18M - $3.89M
|
247K
$2.85M
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
151KNew |
$1.94M - $2.37M
|
151K
$1.74M
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
51.2KNew |
$659K - $806K
|
51.2K
$590K
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
35.5KNew |
$456K - $558K
|
35.5K
$409K
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
34.6KNew |
$445K - $545K
|
34.6K
$399K
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
18.7K+ 733.33% |
$240K - $294K
|
21.3K
$245K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$218K - $266K
|
16.9K
$195K
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
15.7KNew |
$201K - $246K
|
15.7K
$180K
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$191K - $233K
|
14.8K
$171K
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
11.6K+ 702.36% |
$149K - $182K
|
13.2K
$153K
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5KNew |
$148K - $181K
|
11.5K
$133K
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
11KNew |
$142K - $173K
|
11K
$127K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
7.41KNew |
$95.3K - $117K
|
7.41K
$85.3K
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.93K+ 2.56% |
$89.1K - $109K
|
277K
$3.2M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.04KNew |
$77.7K - $95K
|
6.04K
$69.6K
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5K+ 67.46% |
$64.3K - $78.7K
|
12.4K
$143K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.85K+ 4.83% |
$62.3K - $76.3K
|
105K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
4.2KNew |
$54K - $66.1K
|
4.2K
$48.4K
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.38K+ 10.13% |
$43.4K - $53.1K
|
36.7K
$423K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.25KNew |
$41.8K - $51.1K
|
3.25K
$37.4K
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
2.9KNew |
$37.3K - $45.6K
|
2.9K
$33.4K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.37KNew |
$30.5K - $37.3K
|
2.37K
$27.3K
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.2K+ 11.85% |
$28.3K - $34.6K
|
20.8K
$239K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.88K+ 21.58% |
$24.2K - $29.6K
|
10.6K
$122K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.84KNew |
$23.6K - $28.9K
|
1.84K
$21.1K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.73KNew |
$22.2K - $27.2K
|
1.73K
$19.9K
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
1.2KNew |
$15.4K - $18.9K
|
1.2K
$13.8K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.05KNew |
$13.5K - $16.5K
|
1.05K
$12.1K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
871New |
$11.2K - $13.7K
|
871
$10K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
844+ 5.69% |
$10.9K - $13.3K
|
15.7K
$180K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
669+ 48.3% |
$8.6K - $10.5K
|
2.05K
$23.7K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
625New |
$8.04K - $9.83K
|
625
$7.2K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
513+ 4.58% |
$6.6K - $8.07K
|
11.7K
$135K
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
500New |
$6.43K - $7.87K
|
500
$5.76K
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
427New |
$5.49K - $6.72K
|
427
$4.92K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
300New |
$3.86K - $4.72K
|
300
$3.46K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
286New |
$3.68K - $4.5K
|
286
$3.29K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
250New |
$3.22K - $3.93K
|
250
$2.88K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
223New |
$2.87K - $3.51K
|
223
$2.57K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
168New |
$2.16K - $2.64K
|
168
$1.94K
|