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 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1- 0.01% |
$13.3 - $14.8
|
15.1K
$175K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1- 0.01% |
$13.3 - $14.8
|
14.9K
$173K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.04% |
$13.3 - $14.8
|
2.43K
$28.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3- -0.0% |
$39.8 - $44.3
|
67K
$780K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12- 0.22% |
$159 - $177
|
5.36K
$62.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-31- 1.44% |
$411 - $458
|
2.12K
$24.6K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33- 0.29% |
$438 - $487
|
11.3K
$132K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-56- 0.83% |
$743 - $827
|
6.7K
$77.9K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 9.68% |
$796 - $886
|
560
$6.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-62- 17.22% |
$822 - $916
|
298
$3.47K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-62- 0.12% |
$822 - $916
|
51.6K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-69- 0.46% |
$915 - $1.02K
|
14.9K
$174K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-80- 0.61% |
$1.06K - $1.18K
|
13.1K
$152K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-82- 0.2% |
$1.09K - $1.21K
|
40.5K
$471K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-101- 9.13% |
$1.34K - $1.49K
|
1.01K
$11.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-145- 4.7% |
$1.92K - $2.14K
|
2.94K
$34.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-180- 0.13% |
$2.39K - $2.66K
|
141K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-205- 1.87% |
$2.72K - $3.03K
|
10.8K
$125K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-208- 0.19% |
$2.76K - $3.07K
|
108K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-210- 29.54% |
$2.78K - $3.1K
|
501
$5.83K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-223- 7.12% |
$2.96K - $3.29K
|
2.91K
$33.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-227- 0.55% |
$3.01K - $3.35K
|
41.1K
$479K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-286- 42.62% |
$3.79K - $4.22K
|
385
$4.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-299- 1.12% |
$3.96K - $4.42K
|
26.5K
$308K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-300- 1.35% |
$3.98K - $4.43K
|
21.9K
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-300- 35.67% |
$3.98K - $4.43K
|
541
$6.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-341- 0.73% |
$4.52K - $5.04K
|
46.5K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-387- 1.03% |
$5.13K - $5.72K
|
37.3K
$434K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-400- 1.49% |
$5.3K - $5.91K
|
26.5K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-420- 3.99% |
$5.57K - $6.2K
|
10.1K
$118K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-450- 2.26% |
$5.97K - $6.65K
|
19.4K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-454- 11.47% |
$6.02K - $6.71K
|
3.51K
$40.8K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-500- 2.99% |
$6.63K - $7.39K
|
16.3K
$189K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-500- 4.43% |
$6.63K - $7.39K
|
10.8K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-511- 0.53% |
$6.78K - $7.55K
|
96.3K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-531- 3.86% |
$7.04K - $7.84K
|
13.2K
$154K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-550- 99.64% |
$7.29K - $8.12K
|
2
$23.3
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-583- 1.38% |
$7.73K - $8.61K
|
41.8K
$487K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-665- 6.04% |
$8.82K - $9.82K
|
10.3K
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-709- 6.47% |
$9.4K - $10.5K
|
10.3K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-735- 0.81% |
$9.75K - $10.9K
|
89.8K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-752- 4.48% |
$9.97K - $11.1K
|
16K
$187K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-770- 1.65% |
$10.2K - $11.4K
|
45.8K
$533K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-789- 2.69% |
$10.5K - $11.7K
|
28.6K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-817- 8.0% |
$10.8K - $12.1K
|
9.4K
$109K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-824- 4.43% |
$10.9K - $12.2K
|
17.8K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-909- 3.29% |
$12.1K - $13.4K
|
26.7K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-968- 3.58% |
$12.8K - $14.3K
|
26.1K
$303K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-983- 8.34% |
$13K - $14.5K
|
10.8K
$126K
|