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 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
304New |
$4.02K - $4.71K
|
304
$5.17K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
300+ 6.86% |
$3.97K - $4.64K
|
4.67K
$79.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
272+ 0.69% |
$3.6K - $4.21K
|
39.9K
$680K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
271+ 1.84% |
$3.58K - $4.2K
|
15K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
249+ 0.65% |
$3.29K - $3.85K
|
38.6K
$657K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
208+ 15.83% |
$2.75K - $3.22K
|
1.52K
$25.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
190New |
$2.51K - $2.94K
|
190
$3.23K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
170+ 1.15% |
$2.25K - $2.63K
|
14.9K
$254K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
169+ 0.15% |
$2.23K - $2.62K
|
110K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
106+ 0.07% |
$1.4K - $1.64K
|
144K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
97+ 13.32% |
$1.28K - $1.5K
|
825
$14K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
83New |
$1.1K - $1.28K
|
83
$1.41K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74+ 0.57% |
$978 - $1.15K
|
13.1K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
68+ 0.61% |
$899 - $1.05K
|
11.3K
$192K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
68+ 0.51% |
$899 - $1.05K
|
13.3K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
60+ 4.93% |
$793 - $929
|
1.28K
$21.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
56+ 0.37% |
$740 - $867
|
15K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
53+ 18.09% |
$701 - $820
|
346
$5.89K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
40+ 0.21% |
$529 - $619
|
18.8K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
35+ 0.63% |
$463 - $542
|
5.59K
$95.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30New |
$397 - $464
|
30
$511
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
18+ 0.47% |
$238 - $279
|
3.86K
$65.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
10New |
$132 - $155
|
10
$170
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.15% |
$66.1 - $77.4
|
3.44K
$58.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$26.4 - $31
|
2.48K
$42.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1+ 0.05% |
$13.2 - $15.5
|
1.93K
$32.8K
|
|
| Q2 2025 | |||||||
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1MNew |
$10.6M - $13.3M
|
1M
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Arosa Capital Management LP
Ny, NY |
BUY
|
CALL |
300KNew |
$3.17M - $3.99M
|
300K
$5.11M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204K+ 33.76% |
$2.15M - $2.71M
|
807K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
150KNew |
$1.58M - $2M
|
150K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
126K+ 35.22% |
$1.33M - $1.67M
|
483K
$8.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
103K+ 2403.7% |
$1.09M - $1.38M
|
108K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
93.1KNew |
$984K - $1.24M
|
93.1K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
37.5K+ 340545.44% |
$396K - $499K
|
37.5K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
35.5KNew |
$374K - $472K
|
35.5K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Arosa Capital Management LP
Ny, NY |
BUY
|
- |
32.9KNew |
$348K - $438K
|
32.9K
$561K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
27.9K+ 168.28% |
$294K - $371K
|
44.4K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
24.3KNew |
$257K - $323K
|
24.3K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
22.2KNew |
$234K - $295K
|
22.2K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.3KNew |
$130K - $163K
|
12.3K
$209K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
10.3KNew |
$109K - $137K
|
10.3K
$175K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
10.3KNew |
$109K - $137K
|
10.3K
$175K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10KNew |
$106K - $133K
|
10K
$170K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9K+ 17.25% |
$95.1K - $120K
|
61.2K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7.75K+ 2708.04% |
$81.8K - $103K
|
8.03K
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.47K+ 40.32% |
$78.9K - $99.4K
|
26K
$442K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.25K+ 46.14% |
$66K - $83.1K
|
19.8K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.65KNew |
$59.7K - $75.2K
|
5.65K
$96.2K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
3.06KNew |
$32.3K - $40.7K
|
3.06K
$52.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3K+ 100.0% |
$31.7K - $39.9K
|
6K
$102K
|
|