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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.7K- 99.47% |
$22.1K - $25.6K
|
9
$105
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.74K- 10.83% |
$22.6K - $26.2K
|
14.3K
$167K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 6.28% |
$23.4K - $27.1K
|
26.8K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-1.8K- 12.68% |
$23.4K - $27.1K
|
12.4K
$144K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.81K- 1.65% |
$23.6K - $27.3K
|
108K
$1.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.84K- 14.12% |
$24K - $27.8K
|
11.2K
$131K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.84K- 14.12% |
$24K - $27.8K
|
11.2K
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.99K- 16.0% |
$25.9K - $30K
|
10.4K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.06K- 4.15% |
$26.9K - $31.1K
|
47.6K
$554K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.19K- 5.97% |
$28.5K - $33K
|
34.4K
$401K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.2K- 41.59% |
$28.6K - $33.2K
|
3.09K
$36K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.24K- 11.79% |
$29.2K - $33.8K
|
16.8K
$195K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.25K- 17.93% |
$29.2K - $33.9K
|
10.3K
$120K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.25K- 5.26% |
$29.3K - $34K
|
40.5K
$472K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.3K- 90.37% |
$29.9K - $34.7K
|
245
$2.85K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.34K- 1.43% |
$30.4K - $35.2K
|
161K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.37KClosed |
$30.8K - $35.7K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.37K- 16.17% |
$30.9K - $35.8K
|
12.3K
$143K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.41K- 17.99% |
$31.3K - $36.3K
|
11K
$128K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2.65K- 8.62% |
$34.5K - $39.9K
|
28.1K
$327K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.75KClosed |
$35.8K - $41.5K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.87K- 17.01% |
$37.3K - $43.2K
|
14K
$163K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-3K- 2.72% |
$39.1K - $45.3K
|
107K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.04K- 80.46% |
$39.6K - $45.9K
|
739
$8.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-3.12K- 8.12% |
$40.6K - $47.1K
|
35.3K
$411K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.21K- 11.63% |
$41.8K - $48.4K
|
24.4K
$284K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.3K- 4.03% |
$43K - $49.8K
|
78.6K
$915K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.68K- 15.46% |
$48K - $55.5K
|
20.1K
$234K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.77K- 32.12% |
$49K - $56.8K
|
7.96K
$92.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.78K- 1.81% |
$49.2K - $57K
|
205K
$2.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.92K- 9.31% |
$51.1K - $59.2K
|
38.2K
$445K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.58K- 19.4% |
$59.7K - $69.1K
|
19K
$222K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.62K- 10.93% |
$60.2K - $69.7K
|
37.6K
$438K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-4.88K- 26.51% |
$63.6K - $73.6K
|
13.5K
$158K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.93K- 25.5% |
$64.2K - $74.4K
|
14.4K
$168K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.96K- 7.96% |
$64.6K - $74.8K
|
57.3K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.44K- 5.98% |
$70.8K - $82.1K
|
85.6K
$996K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.53K- 16.68% |
$71.9K - $83.3K
|
27.6K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.7K- 29.59% |
$74.2K - $85.9K
|
13.6K
$158K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-5.79K- 25.11% |
$75.4K - $87.3K
|
17.3K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5.84K- 12.37% |
$76K - $88K
|
41.4K
$481K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-5.96K- 25.47% |
$77.6K - $89.9K
|
17.4K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.13K- 5.58% |
$79.8K - $92.5K
|
104K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-6.3K- 16.48% |
$82K - $95K
|
31.9K
$372K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.87K- 75.63% |
$89.4K - $104K
|
2.21K
$25.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-7.19K- 64.5% |
$93.7K - $108K
|
3.96K
$46.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.35K- 55.89% |
$95.7K - $111K
|
5.8K
$67.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.92K- 74.58% |
$103K - $119K
|
2.7K
$31.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.23K- 2.41% |
$107K - $124K
|
333K
$3.87M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.23K- 2.41% |
$107K - $124K
|
333K
$3.87M
|