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 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.3K+ 9.12% |
$16.9K - $19.5K
|
15.5K
$181K
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
1.24K+ 10.92% |
$16.2K - $18.8K
|
12.6K
$147K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.1K+ 2.41% |
$14.3K - $16.5K
|
46.6K
$542K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
915New |
$11.9K - $13.8K
|
915
$10.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
811+ 2.51% |
$10.6K - $12.2K
|
33.1K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
807+ 2.55% |
$10.5K - $12.2K
|
32.5K
$378K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
803New |
$10.5K - $12.1K
|
803
$9.35K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
786+ 1.03% |
$10.2K - $11.9K
|
76.9K
$896K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
783+ 4.25% |
$10.2K - $11.8K
|
19.2K
$223K
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
751+ 2.36% |
$9.78K - $11.3K
|
32.5K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
733+ 3.46% |
$9.54K - $11.1K
|
21.9K
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
703+ 11.62% |
$9.15K - $10.6K
|
6.75K
$78.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
671+ 3.5% |
$8.74K - $10.1K
|
19.9K
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
616+ 194.94% |
$8.02K - $9.29K
|
932
$10.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
603+ 2.04% |
$7.85K - $9.09K
|
30.2K
$351K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
578New |
$7.53K - $8.72K
|
578
$6.73K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
565+ 4.55% |
$7.36K - $8.52K
|
13K
$151K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
488+ 29.43% |
$6.35K - $7.36K
|
2.15K
$25K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
484+ 195.16% |
$6.3K - $7.3K
|
732
$8.52K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
480+ 4.55% |
$6.25K - $7.24K
|
11K
$128K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
471New |
$6.13K - $7.1K
|
471
$5.48K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
470+ 3.41% |
$6.12K - $7.09K
|
14.3K
$166K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
445+ 2.38% |
$5.79K - $6.71K
|
19.1K
$223K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
423+ 9.57% |
$5.51K - $6.38K
|
4.84K
$56.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
416+ 1.24% |
$5.42K - $6.27K
|
34K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
398+ 7.36% |
$5.18K - $6K
|
5.81K
$67.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
396+ 0.65% |
$5.16K - $5.97K
|
61.7K
$718K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
390+ 0.5% |
$5.08K - $5.88K
|
78.6K
$915K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
368+ 0.75% |
$4.79K - $5.55K
|
49.4K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
323+ 0.19% |
$4.21K - $4.87K
|
174K
$2.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
233+ 2.24% |
$3.03K - $3.51K
|
10.7K
$124K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
214+ 2.14% |
$2.79K - $3.23K
|
10.2K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
209+ 26.39% |
$2.72K - $3.15K
|
1K
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
200+ 80.0% |
$2.6K - $3.02K
|
450
$5.24K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
197+ 1.65% |
$2.56K - $2.97K
|
12.1K
$141K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
143+ 31.78% |
$1.86K - $2.16K
|
593
$6.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
124+ 0.59% |
$1.61K - $1.87K
|
21.1K
$245K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
122+ 0.65% |
$1.59K - $1.84K
|
18.8K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
116+ 39.86% |
$1.51K - $1.75K
|
407
$4.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
114+ 0.32% |
$1.48K - $1.72K
|
35.5K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107+ 0.14% |
$1.39K - $1.61K
|
74.8K
$871K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
100+ 0.92% |
$1.3K - $1.51K
|
11K
$128K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
100New |
$1.3K - $1.51K
|
100
$1.16K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
81New |
$1.05K - $1.22K
|
81
$943
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
76+ 32.62% |
$990 - $1.15K
|
309
$3.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
71+ 2.27% |
$924 - $1.07K
|
3.19K
$37.2K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
58+ 0.48% |
$755 - $875
|
12.2K
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
57New |
$742 - $860
|
57
$663
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51New |
$664 - $769
|
51
$594
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
28+ 0.37% |
$365 - $422
|
7.69K
$89.5K
|