Latest Institutional Sells of Ishares (ICLN)
This list provides information on the latest institutional transactions involving Ishares (ICLN) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13K- 98.86% |
$231K - $259K
|
150
$2K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.72K- 1.55% |
$84K - $94.1K
|
301K
$4M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.63K- 99.73% |
$46.7K - $52.3K
|
7
$93.2
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.59K- 14.16% |
$46.1K - $51.6K
|
15.7K
$209K
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.44K- 9.2% |
$43.3K - $48.5K
|
24.1K
$321K
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-2.41K- 49.99% |
$42.8K - $48K
|
2.41K
$32.1K
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.61K- 20.8% |
$28.7K - $32.1K
|
6.15K
$81.9K
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.39K- 8.15% |
$24.7K - $27.7K
|
15.7K
$209K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 8.5% |
$22.2K - $24.8K
|
13.4K
$179K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.17K- 11.91% |
$20.9K - $23.4K
|
8.69K
$116K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-858- 1.9% |
$15.3K - $17.1K
|
44.2K
$589K
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-856- 6.91% |
$15.2K - $17K
|
11.5K
$154K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-813- 18.78% |
$14.5K - $16.2K
|
3.52K
$46.8K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-371- 98.93% |
$6.6K - $7.39K
|
4
$53.3
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-205- 9.45% |
$3.64K - $4.08K
|
1.97K
$26.2K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-174- 1.66% |
$3.09K - $3.46K
|
10.3K
$137K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 14.29% |
$1.78K - $1.99K
|
600
$7.99K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-81- 3.67% |
$1.44K - $1.61K
|
2.12K
$28.3K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-31- 2.77% |
$551 - $617
|
1.09K
$14.5K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-31- 0.6% |
$551 - $617
|
5.15K
$68.6K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-10- 0.69% |
$178 - $199
|
1.45K
$19.2K
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-52.5K- 69.16% |
$962K - $1.12M
|
23.4K
$312K
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-43K- 43.93% |
$788K - $919K
|
54.9K
$732K
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-36.7K- 50.0% |
$673K - $785K
|
36.7K
$489K
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-24.2K- 36.95% |
$444K - $518K
|
41.3K
$551K
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-16.7K- 7.72% |
$306K - $357K
|
200K
$2.66M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.51K- 18.65% |
$138K - $160K
|
32.7K
$436K
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.69K- 12.2% |
$122K - $143K
|
48.1K
$641K
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-3.85K- 8.81% |
$70.6K - $82.3K
|
39.9K
$531K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.56K- 19.85% |
$65.2K - $76.1K
|
14.4K
$192K
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.49K- 3.23% |
$27.3K - $31.8K
|
44.7K
$595K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 98.35% |
$25.2K - $29.3K
|
23
$306
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.35K- 1.26% |
$24.7K - $28.8K
|
106K
$1.41M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-772- 1.5% |
$14.1K - $16.5K
|
50.8K
$677K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-60- 5.71% |
$1.1K - $1.28K
|
990
$13.2K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-51- 59.3% |
$934 - $1.09K
|
35
$466
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-43- 14.78% |
$788 - $918
|
248
$3.3K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-42- 2.45% |
$769 - $897
|
1.68K
$22.3K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
PUT |
-400K- 90.91% |
$7.02M - $8.51M
|
40K
$533K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-150K- 95.34% |
$2.63M - $3.19M
|
7.33K
$97.6K
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-97.7K- 3.14% |
$1.71M - $2.08M
|
3.01M
$40.1M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-30K- 75.0% |
$526K - $638K
|
10K
$133K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-29.1KClosed |
$510K - $618K
|
0
$0
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-10.6K- 38.08% |
$187K - $226K
|
17.3K
$231K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.8K- 39.94% |
$119K - $145K
|
10.2K
$136K
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.66K- 5.56% |
$29.1K - $35.3K
|
28.2K
$375K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.63K- 13.1% |
$28.6K - $34.7K
|
10.8K
$144K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.61K- 40.41% |
$28.2K - $34.1K
|
2.37K
$31.5K
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-665- 48.01% |
$11.7K - $14.1K
|
720
$9.59K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-254- 29.74% |
$4.46K - $5.4K
|
600
$7.99K
|