Purchases and Sales Made in Q2 2024 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
11KNew |
$143K - $166K
|
11K
$128K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
11KNew |
$143K - $165K
|
11K
$128K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.9K+ 18.82% |
$142K - $165K
|
69K
$803K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 46.02% |
$138K - $160K
|
33.6K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 11.88% |
$134K - $155K
|
96.8K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.3K+ 103.5% |
$134K - $155K
|
20.2K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.1KNew |
$132K - $153K
|
10.1K
$118K
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
10.1KNew |
$131K - $152K
|
10.1K
$117K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
9.21K+ 2.16% |
$120K - $139K
|
435K
$5.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.8K+ 57.72% |
$115K - $133K
|
24.1K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
8.54K+ 25.24% |
$111K - $129K
|
42.4K
$493K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.35K+ 87.97% |
$109K - $126K
|
17.8K
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.61KNew |
$99K - $115K
|
7.61K
$88.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7KNew |
$91.1K - $106K
|
7K
$81.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
6.95K+ 6.84% |
$90.5K - $105K
|
109K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
6.07K+ 1828.92% |
$79.1K - $91.6K
|
6.4K
$74.5K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.04KNew |
$78.7K - $91.1K
|
6.04K
$70.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.41K+ 40.43% |
$70.4K - $81.6K
|
18.8K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.35K+ 41.85% |
$69.6K - $80.6K
|
18.1K
$211K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
5.31K+ 4.37% |
$69.1K - $80K
|
127K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.19K+ 41.1% |
$67.6K - $78.3K
|
17.8K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.1K+ 145.55% |
$66.4K - $76.9K
|
8.6K
$100K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.03K+ 15.49% |
$65.4K - $75.8K
|
37.5K
$436K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5K+ 21.54% |
$65.1K - $75.4K
|
28.2K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.5K+ 15.6% |
$58.6K - $67.8K
|
33.3K
$388K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.8K+ 24.64% |
$49.5K - $57.4K
|
19.2K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.51K+ 13.19% |
$45.6K - $52.9K
|
30.1K
$350K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.48K+ 14.14% |
$45.3K - $52.5K
|
28.1K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.44K+ 7.64% |
$44.7K - $51.8K
|
48.4K
$563K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.91K+ 3.58% |
$37.9K - $43.9K
|
84.3K
$981K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.48K+ 18.45% |
$32.2K - $37.3K
|
15.9K
$185K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.46K+ 0.68% |
$32K - $37.1K
|
366K
$4.26M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.34KNew |
$30.5K - $35.3K
|
2.34K
$27.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.33KNew |
$30.3K - $35.1K
|
2.33K
$27.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.33KNew |
$30.3K - $35.1K
|
2.33K
$27.1K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.29K+ 2.12% |
$29.8K - $34.6K
|
110K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.13K+ 6.1% |
$27.7K - $32.1K
|
37K
$431K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
2.1K+ 18.42% |
$27.3K - $31.7K
|
13.5K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.07KNew |
$27K - $31.2K
|
2.07K
$24.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.99K+ 1628.69% |
$25.9K - $30K
|
2.11K
$24.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.9K+ 5.67% |
$24.8K - $28.7K
|
35.5K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.89K+ 2.37% |
$24.6K - $28.5K
|
81.8K
$952K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.86K+ 13.44% |
$24.2K - $28K
|
15.7K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.83K+ 1.14% |
$23.9K - $27.6K
|
163K
$1.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.7K+ 5.53% |
$22.1K - $25.6K
|
32.5K
$378K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.5K+ 10.89% |
$19.5K - $22.6K
|
15.3K
$178K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.44KNew |
$18.8K - $21.8K
|
1.44K
$16.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.37K+ 9.25% |
$17.9K - $20.7K
|
16.2K
$189K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.32K+ 2.98% |
$17.2K - $20K
|
45.8K
$533K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.3K+ 7.31% |
$16.9K - $19.6K
|
19.1K
$222K
|