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 |
---|---|---|---|---|---|---|---|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-141- 0.96% |
$1.6K - $2.05K
|
14.5K
$167K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
9.99KNew |
$113K - $145K
|
9.99K
$115K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
40+ 0.31% |
$454 - $580
|
13.1K
$150K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
52KNew |
$590K - $754K
|
52K
$597K
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.65K- 19.99% |
$30.1K - $38.5K
|
10.6K
$122K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.68% |
$11.4 - $14.5
|
147
$1.69K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.9K- 15.07% |
$32.9K - $42.1K
|
16.3K
$188K
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.01K- 7.87% |
$34.1K - $43.6K
|
35.2K
$404K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
770New |
$8.74K - $11.2K
|
770
$8.85K
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-177K- 85.15% |
$2.01M - $2.57M
|
30.9K
$355K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
569New |
$6.46K - $8.26K
|
569
$6.54K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
398New |
$4.52K - $5.77K
|
398
$4.57K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
250+ 4.08% |
$2.84K - $3.63K
|
6.38K
$73.3K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
29+ 1.0% |
$329 - $421
|
2.94K
$33.7K
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.01K+ 9.47% |
$11.4K - $14.6K
|
11.6K
$134K
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.7K- 35.21% |
$87.3K - $112K
|
14.2K
$163K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.08% |
$22.7 - $29
|
2.57K
$29.5K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16.4K- 57.76% |
$186K - $238K
|
12K
$138K
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.89KNew |
$44.2K - $56.4K
|
3.89K
$44.7K
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-250- 8.5% |
$2.84K - $3.63K
|
2.69K
$30.9K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.21K- 2.8% |
$70.4K - $90K
|
216K
$2.48M
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-1.39K- 4.09% |
$15.8K - $20.2K
|
32.7K
$376K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-276K- 55.22% |
$3.14M - $4.01M
|
224K
$2.57M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
6.1KNew |
$69.2K - $88.5K
|
6.1K
$70.1K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-77.3K- 76.47% |
$878K - $1.12M
|
23.8K
$273K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-278K- 80.05% |
$3.15M - $4.03M
|
69.2K
$795K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-1.77M- 91.86% |
$20.1M - $25.7M
|
157K
$1.8M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.3K- 12.14% |
$94.2K - $120K
|
60K
$690K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
471+ 43.29% |
$5.35K - $6.83K
|
1.56K
$17.9K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-161- 34.11% |
$1.83K - $2.34K
|
311
$3.57K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.41M- 22.09% |
$16M - $20.5M
|
4.98M
$57.2M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-2.14K- 9.9% |
$24.3K - $31.1K
|
19.5K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-37.4K- 71.5% |
$424K - $542K
|
14.9K
$171K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-625- 5.07% |
$7.09K - $9.07K
|
11.7K
$134K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.15K- 3.4% |
$13.1K - $16.7K
|
32.8K
$376K
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-11.8K- 12.78% |
$134K - $172K
|
80.8K
$929K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.91K- 16.75% |
$55.7K - $71.2K
|
24.4K
$280K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-842K- 30.91% |
$9.55M - $12.2M
|
1.88M
$21.6M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
CALL |
152K+ 152400.0% |
$1.73M - $2.21M
|
153K
$1.75M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.3K- 24.72% |
$37.5K - $47.9K
|
10.1K
$116K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.21K- 66.14% |
$25.1K - $32.1K
|
1.13K
$13K
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
71New |
$806 - $1.03K
|
71
$816
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.2K- 19.17% |
$320K - $409K
|
119K
$1.36M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$34.1 - $43.5
|
1K
$11.5K
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.16K- 4.33% |
$35.8K - $45.8K
|
69.8K
$802K
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-98.5K- 58.29% |
$1.12M - $1.43M
|
70.5K
$810K
|
|
Feb 14, 2025
Q4 2024
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
153KNew |
$1.74M - $2.22M
|
153K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
121K+ 834.47% |
$1.37M - $1.75M
|
135K
$1.55M
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
244K+ 23.7% |
$2.76M - $3.53M
|
1.27M
$14.6M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-152K- 19.46% |
$1.72M - $2.2M
|
628K
$7.22M
|