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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
930New |
$10.6K - $13.5K
|
930
$15.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.5KNew |
$85.1K - $109K
|
7.5K
$128K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.31K+ 5.72% |
$14.9K - $19K
|
24.2K
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.14KNew |
$58.4K - $74.6K
|
5.14K
$87.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.12K- 22.9% |
$35.4K - $45.2K
|
10.5K
$179K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$21K - $26.9K
|
1.85K
$31.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 25.97% |
$1.14K - $1.45K
|
285
$4.85K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
279+ 187.25% |
$3.17K - $4.05K
|
428
$7.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-6.18K- 5.7% |
$70.1K - $89.6K
|
102K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 40.94% |
$118K - $151K
|
15K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.6K+ 70.23% |
$290K - $371K
|
62K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.66K- 26.65% |
$41.5K - $53.1K
|
10.1K
$171K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-738- 20.99% |
$8.38K - $10.7K
|
2.78K
$47.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.27% |
$11.4 - $14.5
|
45
$766
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 48.18% |
$11.4K - $14.6K
|
1.08K
$18.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
27KNew |
$306K - $391K
|
27K
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-18.5K- 25.89% |
$209K - $268K
|
52.8K
$899K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
831New |
$9.43K - $12.1K
|
831
$14.1K
|
|
| Q3 2024 | |||||||
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-156- 1.09% |
$2.07K - $2.3K
|
14.1K
$240K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
450New |
$5.97K - $6.65K
|
450
$7.66K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
11.7K+ 36.06% |
$156K - $173K
|
44.3K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
176KNew |
$2.34M - $2.61M
|
176K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3- -0.0% |
$39.8 - $44.3
|
67K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
53K+ 25.21% |
$703K - $783K
|
263K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
5KNew |
$66.3K - $73.9K
|
5K
$85.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
CALL |
10KNew |
$133K - $148K
|
10K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
5.99KNew |
$79.4K - $88.4K
|
5.99K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
25KNew |
$332K - $369K
|
25K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
18.9K+ 8.64% |
$251K - $279K
|
238K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-8.97K- 15.44% |
$119K - $132K
|
49.1K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
32K+ 48.79% |
$424K - $473K
|
97.6K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.09K- 17.58% |
$94K - $105K
|
33.2K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
215+ 1.9% |
$2.85K - $3.18K
|
11.5K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
40K+ 277.78% |
$530K - $591K
|
54.4K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
53.5KNew |
$709K - $790K
|
53.5K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.9K- 32.84% |
$343K - $382K
|
53K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-550- 99.64% |
$7.29K - $8.12K
|
2
$34
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33- 0.29% |
$438 - $487
|
11.3K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
64+ 0.61% |
$849 - $945
|
10.6K
$181K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-735- 0.81% |
$9.75K - $10.9K
|
89.8K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.68K- 19.74% |
$35.5K - $39.5K
|
10.9K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.22K- 52.26% |
$16.1K - $17.9K
|
1.11K
$18.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
375New |
$4.97K - $5.54K
|
375
$6.38K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.4K- 15.71% |
$58.4K - $65K
|
23.6K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-709- 6.47% |
$9.4K - $10.5K
|
10.3K
$175K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
377+ 3.12% |
$5K - $5.57K
|
12.5K
$212K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.93KNew |
$25.5K - $28.4K
|
1.93K
$32.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-6.34K- 36.7% |
$84.1K - $93.6K
|
10.9K
$186K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.8KNew |
$144K - $160K
|
10.8K
$184K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.5KNew |
$46.4K - $51.7K
|
3.5K
$59.6K
|
|