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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.25K+ 42.98% |
$55.5K - $69.9K
|
17.5K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.66K+ 23.5% |
$49.2K - $62K
|
24.5K
$420K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.37K+ 28.81% |
$46.2K - $58.2K
|
19.5K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
4K+ 9.16% |
$42.2K - $53.2K
|
47.6K
$818K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.94K+ 7.69% |
$41.6K - $52.4K
|
55.2K
$947K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.91K+ 10.94% |
$41.3K - $52.1K
|
39.7K
$681K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.56K+ 20.62% |
$37.6K - $47.4K
|
20.8K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
3.35K+ 4.14% |
$35.4K - $44.6K
|
84.3K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
3.06KNew |
$32.3K - $40.7K
|
3.06K
$52.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3K+ 100.0% |
$31.7K - $39.9K
|
6K
$103K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 822.78% |
$31.3K - $39.4K
|
3.32K
$57K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.87K+ 7.11% |
$30.3K - $38.2K
|
43.3K
$743K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.45KNew |
$25.9K - $32.6K
|
2.45K
$42.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.26KNew |
$23.8K - $30K
|
2.26K
$38.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.21K+ 84.65% |
$23.3K - $29.4K
|
4.81K
$82.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.2KNew |
$23.2K - $29.3K
|
2.2K
$37.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.14KNew |
$22.5K - $28.4K
|
2.14K
$36.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.13K+ 3.95% |
$22.5K - $28.4K
|
56.2K
$965K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.93KNew |
$20.3K - $25.6K
|
1.93K
$33.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.91K+ 11.85% |
$20.2K - $25.4K
|
18K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 1.73% |
$19.4K - $24.4K
|
108K
$1.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.44K+ 13.7% |
$15.2K - $19.2K
|
12K
$205K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.29K+ 1.06% |
$13.6K - $17.2K
|
123K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.2K+ 10.25% |
$12.7K - $16K
|
12.9K
$222K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.08K+ 8.77% |
$11.4K - $14.4K
|
13.4K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
980+ 2.62% |
$10.3K - $13K
|
38.4K
$659K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
867+ 9.04% |
$9.16K - $11.5K
|
10.5K
$180K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
841+ 3.77% |
$8.88K - $11.2K
|
23.1K
$397K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
760New |
$8.03K - $10.1K
|
760
$13K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
747+ 498.0% |
$7.89K - $9.94K
|
897
$15.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
735+ 1.59% |
$7.76K - $9.78K
|
46.9K
$806K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
636+ 3.98% |
$6.72K - $8.47K
|
16.6K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
584New |
$6.17K - $7.77K
|
584
$10K
|
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
544+ 0.34% |
$5.74K - $7.24K
|
159K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
459+ 3.51% |
$4.85K - $6.11K
|
13.5K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
457+ 2.89% |
$4.83K - $6.08K
|
16.3K
$280K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
437+ 12.49% |
$4.61K - $5.82K
|
3.94K
$67.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
400+ 76.19% |
$4.22K - $5.32K
|
925
$15.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
387+ 3.1% |
$4.09K - $5.15K
|
12.9K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
354+ 3.46% |
$3.74K - $4.71K
|
10.6K
$182K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
293New |
$3.09K - $3.9K
|
293
$5.03K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
270+ 5.84% |
$2.85K - $3.59K
|
4.9K
$84.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
257New |
$2.71K - $3.42K
|
257
$4.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
BUY
|
- |
250+ 3.09% |
$2.64K - $3.33K
|
8.33K
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
208+ 1.03% |
$2.2K - $2.77K
|
20.5K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 8.45% |
$2.11K - $2.66K
|
2.57K
$44.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
191+ 1.09% |
$2.02K - $2.54K
|
17.7K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
170+ 1.48% |
$1.8K - $2.26K
|
11.7K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
118+ 1.54% |
$1.25K - $1.57K
|
7.77K
$133K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
116+ 1.11% |
$1.22K - $1.54K
|
10.6K
$182K
|