Purchases and Sales Made in Q1 2025 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
379K+ 2190.27% |
$4.14M - $4.49M
|
396K
$4.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
126KNew |
$1.38M - $1.5M
|
126K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
33.4K+ 3685.23% |
$366K - $396K
|
34.3K
$396K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
10.7KNew |
$117K - $127K
|
10.7K
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
7.56K+ 6.8% |
$82.7K - $89.7K
|
119K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.35K+ 9.03% |
$47.6K - $51.6K
|
52.5K
$605K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.5K+ 568.18% |
$27.4K - $29.7K
|
2.94K
$33.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.25K+ 19.5% |
$24.6K - $26.7K
|
13.8K
$159K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.85K+ 52.51% |
$20.2K - $21.9K
|
5.37K
$61.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.71K+ 46.84% |
$18.7K - $20.2K
|
5.35K
$61.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.45K+ 9.6% |
$15.9K - $17.2K
|
16.6K
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
895+ 8.61% |
$9.79K - $10.6K
|
11.3K
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
490+ 26.76% |
$5.36K - $5.81K
|
2.32K
$26.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
450+ 1.82% |
$4.92K - $5.34K
|
25.2K
$290K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329+ 32900.0% |
$3.6K - $3.9K
|
330
$3.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
318+ 2.35% |
$3.48K - $3.77K
|
13.9K
$160K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
200+ 1.03% |
$2.19K - $2.37K
|
19.6K
$226K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
169New |
$1.85K - $2K
|
169
$1.95K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-175- 1.5% |
$1.91K - $2.08K
|
11.5K
$133K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-175- 54.69% |
$1.91K - $2.08K
|
145
$1.67K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-402- 66.89% |
$4.4K - $4.77K
|
199
$2.29K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-450- 1.97% |
$4.92K - $5.34K
|
22.4K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-486- 11.73% |
$5.32K - $5.76K
|
3.66K
$42.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 21.74% |
$5.47K - $5.93K
|
1.8K
$20.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-562- 13.84% |
$6.15K - $6.67K
|
3.5K
$40.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-600- 3.65% |
$6.56K - $7.12K
|
15.8K
$182K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-613- 65.56% |
$6.71K - $7.27K
|
322
$3.71K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-747- 83.28% |
$8.17K - $8.86K
|
150
$1.73K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.07K- 8.69% |
$11.7K - $12.7K
|
11.3K
$130K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2K- 63.51% |
$21.9K - $23.7K
|
1.15K
$13.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.25K- 20.79% |
$35.6K - $38.5K
|
12.4K
$143K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.53K- 18.43% |
$38.6K - $41.8K
|
15.6K
$180K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5K- 53.77% |
$54.7K - $59.3K
|
4.3K
$49.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.81K- 27.81% |
$63.5K - $68.9K
|
15.1K
$174K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-8.86K- 40.24% |
$96.9K - $105K
|
13.1K
$151K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-15K- 46.21% |
$164K - $178K
|
17.5K
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.3K- 20.78% |
$168K - $182K
|
58.4K
$673K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-17.4K- 17.69% |
$190K - $206K
|
80.9K
$932K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-59.1K- 79.18% |
$646K - $701K
|
15.5K
$179K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-87.9K- 50.18% |
$961K - $1.04M
|
87.2K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-221K- 51.14% |
$2.42M - $2.62M
|
211K
$2.43M
|