Latest Institutional Purchases of Ishares (ICLN)
This list provides information on the latest institutional transactions involving Ishares (ICLN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
28.8KNew |
$541K - $679K
|
28.8K
$376K
|
|
Nov 14, 2022
Q3 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
27.1KNew |
$510K - $640K
|
27.1K
$354K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
25.3K+ 20.7% |
$475K - $597K
|
147K
$1.92M
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
24.4KNew |
$458K - $575K
|
24.4K
$318K
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
22.8KNew |
$428K - $537K
|
22.8K
$297K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
20K+ 6.06% |
$376K - $472K
|
350K
$4.57M
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
18.7KNew |
$351K - $441K
|
18.7K
$244K
|
|
Nov 14, 2022
Q3 2022
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
18KNew |
$339K - $425K
|
18K
$235K
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
15.8KNew |
$298K - $374K
|
15.8K
$207K
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
15.8KNew |
$297K - $372K
|
15.8K
$206K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14KNew |
$264K - $331K
|
14K
$183K
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
10KNew |
$188K - $236K
|
10K
$131K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
7.88KNew |
$148K - $186K
|
7.88K
$103K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.73KNew |
$127K - $159K
|
6.73K
$87.9K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.69KNew |
$126K - $158K
|
6.69K
$87.3K
|
|
Nov 14, 2022
Q3 2022
|
Luminus Management LLC
Houston, TX |
BUY
|
- |
5.9KNew |
$111K - $139K
|
5.9K
$77.1K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
5.1KNew |
$95.9K - $120K
|
5.1K
$66.6K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.76KNew |
$89.5K - $112K
|
4.76K
$62.2K
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$47K - $59K
|
2.5K
$32.7K
|
|
Nov 04, 2022
Q3 2022
|
Kayne Anderson Capital Advisors LP
|
BUY
|
PUT |
2.5KNew |
$47K - $59K
|
2.5K
$32.7K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.9K+ 66.58% |
$35.7K - $44.8K
|
4.75K
$62K
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.72K+ 414.73% |
$32.3K - $40.5K
|
2.13K
$27.8K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.09K+ 5.97% |
$20.6K - $25.8K
|
19.4K
$254K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
526New |
$9.89K - $12.4K
|
526
$6.87K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
448New |
$8.43K - $10.6K
|
448
$5.85K
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
320New |
$6.02K - $7.56K
|
320
$4.18K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
247New |
$4.65K - $5.83K
|
247
$3.23K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
212+ 1.39% |
$3.99K - $5.01K
|
15.5K
$202K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
198+ 0.65% |
$3.72K - $4.67K
|
30.8K
$403K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
148+ 74.0% |
$2.78K - $3.49K
|
348
$4.54K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
98New |
$1.84K - $2.31K
|
98
$1.28K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
91+ 0.66% |
$1.71K - $2.15K
|
13.8K
$180K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
78+ 47.56% |
$1.47K - $1.84K
|
242
$3.16K
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
49+ 0.35% |
$922 - $1.16K
|
14.2K
$186K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
31New |
$583 - $732
|
31
$405
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
14+ 0.06% |
$263 - $331
|
21.6K
$282K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
6New |
$113 - $142
|
6
$78.4
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2New |
$37.6 - $47.2
|
2
$26.1
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
211KNew |
$3.54M - $4.65M
|
211K
$2.75M
|
|
Aug 05, 2022
Q2 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
105KNew |
$1.77M - $2.32M
|
105K
$1.37M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
61.5KNew |
$1.03M - $1.36M
|
61.5K
$803K
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
25KNew |
$421K - $552K
|
25K
$327K
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
22.8KNew |
$383K - $502K
|
22.8K
$297K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.4KNew |
$293K - $384K
|
17.4K
$227K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2.06K+ 68.33% |
$34.6K - $45.4K
|
5.07K
$66.2K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.05KNew |
$34.4K - $45.2K
|
2.05K
$26.7K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.98KNew |
$33.4K - $43.8K
|
1.98K
$25.9K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.51KNew |
$25.5K - $33.4K
|
1.51K
$19.8K
|
|
Jul 27, 2022
Q2 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
631+ 0.76% |
$10.6K - $13.9K
|
83.5K
$1.09M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
589+ 3.56% |
$9.91K - $13K
|
17.1K
$224K
|