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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
775+ 4.88% |
$10.3K - $11.4K
|
16.7K
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
747+ 498.0% |
$9.91K - $11K
|
897
$10.4K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
735+ 5.82% |
$9.75K - $10.9K
|
13.4K
$156K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
700New |
$9.28K - $10.3K
|
700
$8.15K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
531New |
$7.04K - $7.84K
|
531
$6.18K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
527+ 4.7% |
$6.99K - $7.78K
|
11.7K
$137K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
502+ 2.62% |
$6.66K - $7.41K
|
19.7K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
499New |
$6.62K - $7.37K
|
499
$5.81K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
418New |
$5.54K - $6.17K
|
418
$4.87K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
409+ 3.34% |
$5.42K - $6.04K
|
12.7K
$147K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
379+ 17.13% |
$5.03K - $5.6K
|
2.59K
$30.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
377+ 3.12% |
$5K - $5.57K
|
12.5K
$145K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
375New |
$4.97K - $5.54K
|
375
$4.37K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
370+ 62.39% |
$4.91K - $5.46K
|
963
$11.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
322+ 5.55% |
$4.27K - $4.76K
|
6.13K
$71.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
305+ 101.67% |
$4.04K - $4.5K
|
605
$7.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
296+ 168.18% |
$3.92K - $4.37K
|
472
$5.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
264+ 37.66% |
$3.5K - $3.9K
|
965
$11.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
250New |
$3.32K - $3.69K
|
250
$2.91K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
237+ 1.93% |
$3.14K - $3.5K
|
12.5K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
236+ 1.35% |
$3.13K - $3.49K
|
17.7K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
229+ 5.09% |
$3.04K - $3.38K
|
4.72K
$55K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
215+ 1.9% |
$2.85K - $3.18K
|
11.5K
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
209+ 0.99% |
$2.77K - $3.09K
|
21.4K
$249K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
204+ 1.77% |
$2.71K - $3.01K
|
11.7K
$136K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
150New |
$1.99K - $2.22K
|
150
$1.75K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
149New |
$1.98K - $2.2K
|
149
$1.73K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
145New |
$1.92K - $2.14K
|
145
$1.69K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
124+ 0.87% |
$1.64K - $1.83K
|
14.4K
$168K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
122+ 0.69% |
$1.62K - $1.8K
|
17.7K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
121+ 12.98% |
$1.6K - $1.79K
|
1.05K
$12.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
120+ 0.43% |
$1.59K - $1.77K
|
28.2K
$329K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
100+ 100.0% |
$1.33K - $1.48K
|
200
$2.33K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
100+ 0.48% |
$1.33K - $1.48K
|
20.8K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91+ 0.38% |
$1.21K - $1.34K
|
24.1K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
79+ 0.64% |
$1.05K - $1.17K
|
12.5K
$145K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
75+ 0.58% |
$995 - $1.11K
|
13K
$152K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
72+ 3.48% |
$955 - $1.06K
|
2.14K
$24.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
64+ 0.61% |
$849 - $945
|
10.6K
$124K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
61New |
$809 - $901
|
61
$710
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$703 - $783
|
53
$617
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
29+ 1.14% |
$385 - $428
|
2.57K
$29.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$292 - $325
|
22
$256
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
21+ 0.14% |
$278 - $310
|
14.7K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 0.56% |
$239 - $266
|
3.21K
$37.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
13New |
$172 - $192
|
13
$151
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5+ 0.03% |
$66.3 - $73.9
|
19.2K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.01% |
$53 - $59.1
|
28.8K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.01% |
$13.3 - $14.8
|
7.69K
$89.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|