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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
10.6KNew |
$188K - $211K
|
10.6K
$122K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.67K+ 4.02% |
$101K - $113K
|
147K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.56K+ 33.31% |
$98.8K - $111K
|
22.2K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.94K+ 14.9% |
$70.1K - $78.5K
|
30.4K
$350K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.87K+ 22.61% |
$51K - $57.1K
|
15.6K
$179K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.87K+ 22.61% |
$51K - $57.1K
|
15.6K
$179K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.1K+ 4.71% |
$37.3K - $41.8K
|
46.7K
$538K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.45K+ 9.05% |
$25.8K - $28.9K
|
17.5K
$201K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.2KNew |
$21.3K - $23.9K
|
1.2K
$13.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$17.8K - $19.9K
|
1K
$11.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
510New |
$9.07K - $10.2K
|
510
$5.88K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
247+ 1.51% |
$4.39K - $4.92K
|
16.6K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$1.78K - $1.99K
|
100
$1.15K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
70+ 0.67% |
$1.24K - $1.39K
|
10.6K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
57+ 0.66% |
$1.01K - $1.13K
|
8.73K
$101K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
57+ 12.58% |
$1.01K - $1.13K
|
510
$5.88K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
32New |
$569 - $637
|
32
$369
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
27+ 0.21% |
$480 - $538
|
13K
$149K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
21+ 0.67% |
$373 - $418
|
3.16K
$36.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
12+ 0.64% |
$213 - $239
|
1.88K
$21.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10New |
$178 - $199
|
10
$115
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.33% |
$17.8 - $19.9
|
44
$507
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$17.8 - $19.9
|
301
$3.47K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
631KNew |
$11.6M - $13.5M
|
631K
$7.26M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
128KNew |
$2.34M - $2.73M
|
128K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.4K+ 167.11% |
$612K - $713K
|
53.4K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.7K+ 132.17% |
$562K - $655K
|
53.9K
$621K
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
30.3KNew |
$554K - $646K
|
30.3K
$349K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.3KNew |
$389K - $454K
|
21.3K
$245K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15KNew |
$275K - $320K
|
15K
$173K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.9KNew |
$237K - $276K
|
12.9K
$149K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.7KNew |
$214K - $249K
|
11.7K
$134K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
10.8K+ 2.71% |
$198K - $230K
|
408K
$4.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
10KNew |
$183K - $214K
|
10K
$115K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 3.71% |
$153K - $179K
|
233K
$2.69M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
4.6KNew |
$84.3K - $98.3K
|
4.6K
$53K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.02KNew |
$73.6K - $85.8K
|
4.02K
$46.3K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.58K+ 6.31% |
$47.3K - $55.1K
|
43.4K
$500K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.58K+ 6.31% |
$47.3K - $55.1K
|
43.4K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.38K+ 16.56% |
$43.6K - $50.8K
|
16.7K
$193K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
2.13KNew |
$38.9K - $45.4K
|
2.13K
$24.5K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
2K+ 13.92% |
$36.6K - $42.7K
|
16.4K
$189K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.44KNew |
$26.4K - $30.8K
|
1.44K
$16.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.28KNew |
$23.4K - $27.3K
|
1.28K
$14.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.22K+ 5.12% |
$22.3K - $26K
|
25K
$288K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
800New |
$14.7K - $17.1K
|
800
$9.22K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
650+ 4.62% |
$11.9K - $13.9K
|
14.7K
$170K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
325+ 1.71% |
$5.95K - $6.94K
|
19.3K
$222K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
245+ 4900.0% |
$4.49K - $5.23K
|
250
$2.88K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
160New |
$2.93K - $3.42K
|
160
$1.84K
|
|