Opes Wealth Management LLC Ishares Transaction History

Opes Wealth Management LLC

  • $514 Million
  • Q3 2024

A detailed history of Opes Wealth Management LLC transactions in Ishares stock. As of the latest transaction made, Opes Wealth Management LLC holds 17,792 shares of ICLN stock, worth $196,423. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,792
Previous 17,792 -0.0%
Holding current value
$196,423
Previous $236,000 10.59%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$13.42 - $15.39 $63,074 - $72,333
4,700 Added 35.9%
17,792 $248,000
Q4 2023

Jan 31, 2024
BUY
$12.86 - $15.73 $20,576 - $25,168
1,600 Added 13.92%
13,092 $203,000
Q3 2023

Nov 02, 2023
SELL
$14.59 - $19.04 $145 - $190
-10 Reduced 0.09%
11,492 $168,000
Q2 2022

Aug 10, 2022
SELL
$16.82 - $22.08 $29,435 - $38,640
-1,750 Reduced 13.21%
11,502 $219,000
Q1 2022

May 05, 2022
BUY
$17.57 - $21.52 $42,168 - $51,648
2,400 Added 22.12%
13,252 $285,000
Q4 2021

Jan 31, 2022
BUY
$20.44 - $25.79 $221,814 - $279,873
10,852 New
10,852 $230,000

Others Institutions Holding ICLN

# of Institutions
541
Shares Held
42.8M
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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