Balanced Rock Investment Advisor Ishares Transaction History

Balanced Rock Investment Advisor

  • $128 Billion
  • Q3 2024

A detailed history of Balanced Rock Investment Advisor transactions in Ishares stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 36,910 shares of ICLN stock, worth $428,156. This represents 0.43% of its overall portfolio holdings.

Number of Shares
36,910
Previous 35,463 4.08%
Holding current value
$428,156
Previous $472 Million 14.79%
% of portfolio
0.43%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
560
Shares Held
45.7M
Call Options Held
4.51M
Put Options Held
5.26M
View Full List

About ISHARES

ICLN Quotes by TradingView
  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
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