Nvest Financial, LLC Ishares Transaction History

Nvest Financial, LLC

$187 Million
Q4 2024

A detailed history of Nvest Financial, LLC transactions in Ishares stock. As of the latest transaction made, Nvest Financial, LLC holds 21,090 shares of ICLN stock, worth $232,833. This represents 0.13% of its overall portfolio holdings.

Number of Shares

21,090

Holding current value

$232,833

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$11.35 - $14.51 $239,371 - $306,015	21,090 New	21,090 $240,000

Others Institutions Holding ICLN

# of Institutions

541

Shares Held

42.8M

Call Options Held

4.51M

Put Options Held

5.26M

Bank Of America Corp Charlotte, NC

6.39M
Shares

$70.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$35.9 Million
0.0% of portfolio
Ubs Group Ag

2.72M
Shares

$30.1 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.65M
Shares

$18.2 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.32M
Shares

$14.6 Million
0.03% of portfolio

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About ISHARES

Ticker ICLN
Sector ETFs
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