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 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21+ 0.2% |
$273 - $317
|
10.6K
$123K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
20+ 0.13% |
$260 - $302
|
15K
$175K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
20+ 0.64% |
$260 - $302
|
3.13K
$36.4K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
17+ 0.15% |
$221 - $256
|
11.4K
$133K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.29% |
$208 - $241
|
5.54K
$64.5K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
16+ 0.68% |
$208 - $241
|
2.36K
$27.5K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 93.75% |
$195 - $226
|
31
$361
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.65% |
$182 - $211
|
2.16K
$25.1K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
12+ 0.22% |
$156 - $181
|
5.37K
$62.5K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.08% |
$117 - $136
|
10.7K
$124K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
9New |
$117 - $136
|
9
$105
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.05% |
$104 - $121
|
14.7K
$172K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.04% |
$78.1 - $90.5
|
15.8K
$184K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.68% |
$52.1 - $60.3
|
595
$6.93K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4+ 0.57% |
$52.1 - $60.3
|
711
$8.28K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.68% |
$39.1 - $45.2
|
447
$5.2K
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$39.1 - $45.2
|
21.2K
$247K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$39.1 - $45.2
|
6.07K
$70.7K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3+ 0.12% |
$39.1 - $45.2
|
2.54K
$29.5K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.36% |
$26 - $30.2
|
559
$6.51K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.36% |
$13 - $15.1
|
280
$3.26K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$13 - $15.1
|
1
$11.6
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9- 0.06% |
$117 - $136
|
15.1K
$175K
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 17.44% |
$391 - $452
|
142
$1.65K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 0.72% |
$391 - $452
|
4.16K
$48.4K
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-45- 2.92% |
$586 - $679
|
1.5K
$17.4K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-47- 8.25% |
$612 - $709
|
523
$6.09K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-70- 0.21% |
$911 - $1.06K
|
33.9K
$395K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-89- 98.89% |
$1.16K - $1.34K
|
1
$11.6
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-96- 35.29% |
$1.25K - $1.45K
|
176
$2.05K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-99- 0.34% |
$1.29K - $1.49K
|
28.8K
$335K
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-100- 0.88% |
$1.3K - $1.51K
|
11.3K
$131K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-100- 0.93% |
$1.3K - $1.51K
|
10.7K
$124K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-114- 64.41% |
$1.48K - $1.72K
|
63
$733
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-145- 0.29% |
$1.89K - $2.19K
|
49.7K
$578K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-148- 0.42% |
$1.93K - $2.23K
|
35.1K
$409K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-156- 18.2% |
$2.03K - $2.35K
|
701
$8.16K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-176- 1.1% |
$2.29K - $2.65K
|
15.9K
$185K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-188- 1.01% |
$2.45K - $2.84K
|
18.5K
$215K
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-222- 4.71% |
$2.89K - $3.35K
|
4.5K
$52.3K
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-224- 1.46% |
$2.92K - $3.38K
|
15.2K
$176K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-229- 61.07% |
$2.98K - $3.45K
|
146
$1.7K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-235- 14.01% |
$3.06K - $3.54K
|
1.44K
$16.8K
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-236- 1.76% |
$3.07K - $3.56K
|
13.1K
$153K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-240- 0.53% |
$3.12K - $3.62K
|
45K
$523K
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-246- 2.36% |
$3.2K - $3.71K
|
10.2K
$119K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-268- 1.77% |
$3.49K - $4.04K
|
14.9K
$173K
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-336- 2.35% |
$4.37K - $5.07K
|
13.9K
$162K
|