Balanced Rock Investment Advisor Ishares Transaction History

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024

A detailed history of Balanced Rock Investment Advisor transactions in Ishares stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 41,682 shares of ICLN stock, worth $481,427. This represents 0.38% of its overall portfolio holdings.

Number of Shares
41,682
Previous 36,910 12.93%
Holding current value
$481,427
Previous $542 Million 12.52%
% of portfolio
0.38%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$11.35 - $14.51 $54,162 - $69,241
4,772 Added 12.93%
41,682 $474 Million
Q3 2024

Nov 13, 2024
BUY
$13.26 - $14.77 $19,187 - $21,372
1,447 Added 4.08%
36,910 $542 Million
Q2 2024

Jul 31, 2024
BUY
$13.02 - $15.08 $24,777 - $28,697
1,903 Added 5.67%
35,463 $472 Million
Q1 2024

May 13, 2024
SELL
$13.42 - $15.39 $151,162 - $173,352
-11,264 Reduced 25.13%
33,560 $469 Million
Q4 2023

Feb 13, 2024
BUY
$12.86 - $15.73 $576,436 - $705,081
44,824 New
44,824 $698 Million

Others Institutions Holding ICLN

# of Institutions
512
Shares Held
40M
Call Options Held
4.08M
Put Options Held
2.94M
View Full List

About ISHARES

ICLN Quotes by TradingView
  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
Track This Portfolio

Track Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email