Purchases and Sales Made in Q3 2024 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4K+ 57.58% |
$137K - $153K
|
28.4K
$330K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
10.3K+ 13.15% |
$137K - $153K
|
89K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
10.2KNew |
$135K - $151K
|
10.2K
$119K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.61K+ 51.41% |
$114K - $127K
|
25.4K
$295K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.47K+ 13.48% |
$112K - $125K
|
71.3K
$830K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.65KNew |
$101K - $113K
|
7.65K
$89K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
7.43K+ 3.71% |
$98.5K - $110K
|
208K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
7.43K+ 5.87% |
$98.5K - $110K
|
134K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.17K+ 62.74% |
$95K - $106K
|
18.6K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.37K+ 31.63% |
$84.5K - $94.1K
|
26.5K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
5.99KNew |
$79.4K - $88.4K
|
5.99K
$69.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.92K+ 11.91% |
$78.4K - $87.4K
|
55.6K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
5.27KNew |
$69.9K - $77.8K
|
5.27K
$61.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
5KNew |
$66.3K - $73.9K
|
5K
$58.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.99K+ 62.68% |
$66.1K - $73.7K
|
12.9K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.63K+ 18.11% |
$61.4K - $68.3K
|
30.2K
$351K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.4K+ 2.14% |
$58.3K - $65K
|
210K
$2.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.94KNew |
$52.3K - $58.3K
|
3.94K
$45.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
3.74K+ 12.34% |
$49.6K - $55.3K
|
34.1K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.61K+ 59.51% |
$47.9K - $53.4K
|
9.68K
$113K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.59K+ 26.36% |
$47.6K - $53.1K
|
17.2K
$200K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.5KNew |
$46.4K - $51.7K
|
3.5K
$40.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.38K+ 10.15% |
$44.9K - $50K
|
36.7K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.35KNew |
$44.4K - $49.4K
|
3.35K
$38.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.34K+ 4.17% |
$44.2K - $49.3K
|
83.3K
$970K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.3K+ 5.35% |
$43.7K - $48.7K
|
65K
$756K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.19K+ 11.38% |
$42.3K - $47.1K
|
31.2K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.17K+ 25.25% |
$42K - $46.7K
|
15.7K
$183K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3K+ 20.88% |
$39.8K - $44.3K
|
17.4K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.65K+ 13.88% |
$35.1K - $39.1K
|
21.7K
$253K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.58K+ 14.78% |
$34.2K - $38.1K
|
20K
$233K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.52K+ 29.25% |
$33.4K - $37.2K
|
11.1K
$129K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.21K+ 7.33% |
$29.3K - $32.7K
|
32.4K
$377K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.17K+ 2.65% |
$28.7K - $32K
|
83.9K
$977K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.08KNew |
$27.6K - $30.8K
|
2.08K
$24.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.06KNew |
$27.3K - $30.4K
|
2.06K
$23.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.93KNew |
$25.5K - $28.4K
|
1.93K
$22.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.76K+ 5.16% |
$23.3K - $25.9K
|
35.7K
$416K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.68K+ 1.52% |
$22.2K - $24.8K
|
112K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.63K+ 0.36% |
$21.5K - $24K
|
455K
$5.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.59K+ 1.42% |
$21.1K - $23.5K
|
113K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.55K+ 4.0% |
$20.5K - $22.8K
|
40.2K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.45K+ 4.08% |
$19.2K - $21.4K
|
36.9K
$430K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.38K+ 1.49% |
$18.3K - $20.4K
|
94.2K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.33K+ 6.08% |
$17.7K - $19.7K
|
23.2K
$271K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.27K+ 9.35% |
$16.9K - $18.8K
|
14.9K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.16K+ 158.74% |
$15.4K - $17.2K
|
1.89K
$22K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.08K+ 5.36% |
$14.4K - $16K
|
21.3K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1KNew |
$13.3K - $14.8K
|
1K
$11.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
900+ 7.9% |
$11.9K - $13.3K
|
12.3K
$143K
|