Latest Institutional Transactions on Ishares (ICLN)
This table provides information on the latest institutional transactions involving Ishares (ICLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-6.67K- 85.18% |
$75.6K - $96.7K
|
1.16K
$13.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
80+ 70.8% |
$908 - $1.16K
|
193
$2.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.89K- 21.43% |
$78.2K - $100K
|
25.3K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-90- 4.2% |
$1.02K - $1.31K
|
2.05K
$23.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
246New |
$2.79K - $3.57K
|
246
$2.77K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
116KNew |
$1.32M - $1.68M
|
116K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-341- 63.03% |
$3.87K - $4.95K
|
200
$2.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
682+ 0.51% |
$7.74K - $9.9K
|
135K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-226K- 25.13% |
$2.56M - $3.27M
|
672K
$7.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.5K- 29.52% |
$154K - $196K
|
32.3K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.21K- 3.24% |
$13.7K - $17.5K
|
36K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.18K+ 5.48% |
$24.7K - $31.6K
|
41.8K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.8K- 20.16% |
$134K - $171K
|
46.7K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-98- 17.53% |
$1.11K - $1.42K
|
461
$5.19K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.62K- 58.08% |
$63.8K - $81.6K
|
4.06K
$45.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$12.3K - $15.8K
|
1.09K
$12.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-12.5K- 8.17% |
$142K - $182K
|
141K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
76New |
$863 - $1.1K
|
76
$855
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.3K- 13.98% |
$26.1K - $33.4K
|
14.2K
$159K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.18K+ 5.06% |
$13.3K - $17.1K
|
24.4K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
10.8KNew |
$123K - $157K
|
10.8K
$122K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.3K- 12.02% |
$128K - $164K
|
82.9K
$932K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
619KNew |
$7.03M - $8.98M
|
619K
$6.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.3K+ 59.09% |
$14.8K - $18.9K
|
3.5K
$39.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.6K- 2.98% |
$154K - $197K
|
442K
$4.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.63K- 30.93% |
$18.5K - $23.7K
|
3.64K
$41K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.4KNew |
$141K - $180K
|
12.4K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
8.92K+ 13.72% |
$101K - $129K
|
73.9K
$831K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
36.1KNew |
$410K - $524K
|
36.1K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.91K- 9.81% |
$112K - $144K
|
91.1K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
104+ 0.97% |
$1.18K - $1.51K
|
10.8K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137+ 3425.0% |
$1.55K - $1.99K
|
141
$1.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.4K- 10.15% |
$49.9K - $63.8K
|
38.9K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.8K- 98.51% |
$270K - $345K
|
360
$4.05K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-381- 0.51% |
$4.32K - $5.53K
|
74.6K
$839K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.14K- 20.39% |
$35.6K - $45.6K
|
12.3K
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-27.5K- 15.95% |
$312K - $398K
|
145K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.9K- 7.82% |
$32.9K - $42K
|
34.1K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-25- 0.24% |
$284 - $363
|
10.2K
$115K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.31MNew |
$14.9M - $19.1M
|
1.31M
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.05K- 63.41% |
$57.3K - $73.3K
|
2.92K
$32.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-15.6K- 59.32% |
$177K - $226K
|
10.7K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.02K- 53.9% |
$22.9K - $29.3K
|
1.73K
$19.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 0.09% |
$148 - $189
|
14.7K
$166K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-325- 12.67% |
$3.69K - $4.72K
|
2.24K
$25.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.99K- 57.89% |
$22.6K - $28.9K
|
1.45K
$16.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.44K- 24.71% |
$73.1K - $93.4K
|
19.6K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.56K+ 12.0% |
$29.1K - $37.2K
|
23.9K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-554- 54.74% |
$6.29K - $8.04K
|
458
$5.15K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 1.9% |
$465 - $595
|
2.2K
$24.7K
|