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 |
|---|---|---|---|---|---|---|---|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
159New |
$2.04K - $2.5K
|
159
$1.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
130New |
$1.67K - $2.04K
|
130
$1.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
70+ 0.64% |
$900 - $1.1K
|
10.9K
$126K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
54New |
$694 - $849
|
54
$622
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
50+ 0.29% |
$643 - $787
|
17.4K
$200K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
45New |
$579 - $708
|
45
$518
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
36+ 0.8% |
$463 - $566
|
4.56K
$52.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3New |
$38.6 - $47.2
|
3
$34.6
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3+ 0.66% |
$38.6 - $47.2
|
455
$5.24K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$25.7 - $31.5
|
2
$23
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$12.9 - $15.7
|
1
$11.5
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 3.7% |
$12.9 - $15.7
|
28
$323
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
700K+ 77.78% |
$10.2M - $13.3M
|
1.6M
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
352K+ 25.17% |
$5.13M - $6.7M
|
1.75M
$20.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
257KNew |
$3.75M - $4.89M
|
257K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
85.6KNew |
$1.25M - $1.63M
|
85.6K
$986K
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
65.8K+ 30.34% |
$959K - $1.25M
|
282K
$3.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
39.3K+ 29.59% |
$574K - $749K
|
172K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
30KNew |
$438K - $571K
|
30K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
27.8KNew |
$406K - $529K
|
27.8K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
24.8KNew |
$362K - $472K
|
24.8K
$286K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$276K - $360K
|
18.9K
$218K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
15.3K+ 45.72% |
$223K - $291K
|
48.7K
$561K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
12.6KNew |
$184K - $240K
|
12.6K
$145K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$182K - $237K
|
12.5K
$144K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
11.4KNew |
$166K - $217K
|
11.4K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11KNew |
$161K - $210K
|
11K
$127K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.22K+ 4.79% |
$135K - $176K
|
202K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.35K+ 2.78% |
$48.9K - $63.8K
|
124K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.62KNew |
$38.2K - $49.9K
|
2.62K
$30.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2KNew |
$29.2K - $38.1K
|
2K
$23K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.87KNew |
$27.3K - $35.6K
|
1.87K
$21.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1.2K+ 156.99% |
$17.5K - $22.9K
|
1.97K
$22.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
947+ 378.8% |
$13.8K - $18K
|
1.2K
$13.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
606+ 4.48% |
$8.84K - $11.5K
|
14.1K
$163K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
550+ 2.37% |
$8.02K - $10.5K
|
23.8K
$274K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
370New |
$5.4K - $7.04K
|
370
$4.26K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
320New |
$4.67K - $6.09K
|
320
$3.69K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$2.92K - $3.81K
|
200
$2.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
160New |
$2.33K - $3.05K
|
160
$1.84K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
154+ 14.6% |
$2.25K - $2.93K
|
1.21K
$13.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
132+ 0.91% |
$1.93K - $2.51K
|
14.7K
$169K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
116New |
$1.69K - $2.21K
|
116
$1.34K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100New |
$1.46K - $1.9K
|
100
$1.15K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$1.46K - $1.9K
|
100
$1.15K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3New |
$43.8 - $57.1
|
3
$34.6
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
161KNew |
$2.86M - $3.21M
|
161K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
75.3KNew |
$1.34M - $1.5M
|
75.3K
$868K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.2KNew |
$376K - $421K
|
21.2K
$244K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
12.3KNew |
$219K - $246K
|
12.3K
$142K
|
|