Purchases and Sales Made in Q2 2025 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
126KNew |
$1.33M - $1.68M
|
126K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
37.5K+ 340545.44% |
$396K - $499K
|
37.5K
$523K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
27.9K+ 168.28% |
$294K - $371K
|
44.4K
$620K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21.1K+ 18.74% |
$223K - $281K
|
134K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17.8K+ 14.12% |
$188K - $237K
|
144K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10KNew |
$106K - $133K
|
10K
$140K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9K+ 17.25% |
$95.1K - $120K
|
61.2K
$855K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.45KNew |
$68.1K - $85.8K
|
6.45K
$90.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.91K+ 10.94% |
$41.3K - $52.1K
|
39.7K
$554K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
3.35K+ 4.14% |
$35.4K - $44.6K
|
84.3K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
3.06KNew |
$32.3K - $40.7K
|
3.06K
$42.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 822.78% |
$31.3K - $39.4K
|
3.32K
$46.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.45KNew |
$25.9K - $32.6K
|
2.45K
$34.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.93KNew |
$20.3K - $25.6K
|
1.93K
$26.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.44K+ 13.7% |
$15.2K - $19.2K
|
12K
$167K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
867+ 9.04% |
$9.16K - $11.5K
|
10.5K
$146K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
747+ 498.0% |
$7.89K - $9.94K
|
897
$12.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
457+ 2.89% |
$4.83K - $6.08K
|
16.3K
$227K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
437+ 12.49% |
$4.61K - $5.82K
|
3.94K
$55K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
400+ 76.19% |
$4.22K - $5.32K
|
925
$12.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
387+ 3.1% |
$4.09K - $5.15K
|
12.9K
$180K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
354+ 3.46% |
$3.74K - $4.71K
|
10.6K
$148K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
191+ 1.09% |
$2.02K - $2.54K
|
17.7K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
170+ 1.48% |
$1.8K - $2.26K
|
11.7K
$163K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
118+ 1.54% |
$1.25K - $1.57K
|
7.77K
$109K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27+ 1.14% |
$285 - $359
|
2.39K
$33.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10+ 0.08% |
$106 - $133
|
13K
$182K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6+ 1.05% |
$63.4 - $79.9
|
575
$8.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 1.28% |
$42.2 - $53.2
|
316
$4.41K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 1.06% |
$31.7 - $39.9
|
285
$3.98K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.93% |
$31.7 - $39.9
|
325
$4.54K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.83% |
$10.6 - $13.3
|
121
$1.69K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 1.82% |
$253 - $319
|
1.3K
$18.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-29- 1.17% |
$306 - $386
|
2.44K
$34.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-30- 35.29% |
$317 - $399
|
55
$768
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-42- 28.0% |
$444 - $559
|
108
$1.51K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-100- 1.87% |
$1.06K - $1.33K
|
5.25K
$73.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-126- 0.28% |
$1.33K - $1.68K
|
45.5K
$636K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-132- 32.12% |
$1.39K - $1.76K
|
279
$3.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-175- 1.64% |
$1.85K - $2.33K
|
10.5K
$147K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-190Closed |
$2.01K - $2.53K
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-298- 15.13% |
$3.15K - $3.97K
|
1.67K
$23.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-457- 13.35% |
$4.83K - $6.08K
|
2.97K
$41.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-687- 5.08% |
$7.25K - $9.14K
|
12.8K
$179K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-715- 5.72% |
$7.55K - $9.52K
|
11.8K
$165K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-716- 30.25% |
$7.56K - $9.53K
|
1.65K
$23.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-818- 1.58% |
$8.64K - $10.9K
|
51.1K
$713K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1K- 50.89% |
$10.6K - $13.3K
|
965
$13.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.04K- 8.99% |
$10.9K - $13.8K
|
10.5K
$147K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.07K- 4.48% |
$11.3K - $14.3K
|
22.9K
$320K
|