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
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1K- 20.96% |
$13.3K - $14.8K
|
3.78K
$44K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.02K- 3.74% |
$13.5K - $15.1K
|
26.3K
$306K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.02K- 14.63% |
$13.6K - $15.1K
|
5.98K
$69.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.05K- 7.25% |
$13.9K - $15.4K
|
13.4K
$155K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.06K- 7.77% |
$14.1K - $15.7K
|
12.6K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.15K- 9.01% |
$15.2K - $17K
|
11.6K
$135K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.2K- 6.41% |
$16K - $17.8K
|
17.6K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.22K- 52.26% |
$16.1K - $17.9K
|
1.11K
$12.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.24K- 86.14% |
$16.5K - $18.4K
|
200
$2.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.26K- 11.02% |
$16.6K - $18.5K
|
10.1K
$118K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.38K- 9.22% |
$18.3K - $20.4K
|
13.6K
$158K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.44K- 8.25% |
$19.1K - $21.3K
|
16K
$186K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.47K- 0.84% |
$19.4K - $21.6K
|
173K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.5K- 74.07% |
$19.9K - $22.2K
|
525
$6.11K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.5K- 11.08% |
$19.9K - $22.2K
|
12K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.72K- 8.96% |
$22.7K - $25.3K
|
17.4K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.73K- 8.66% |
$22.9K - $25.5K
|
18.2K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.96K- 5.83% |
$26K - $28.9K
|
31.7K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.97K- 11.67% |
$26.1K - $29K
|
14.9K
$173K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.99K- 12.86% |
$26.3K - $29.3K
|
13.5K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.99K- 10.77% |
$26.4K - $29.4K
|
16.5K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.15K- 16.89% |
$28.6K - $31.8K
|
10.6K
$123K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.21K- 2.87% |
$29.3K - $32.7K
|
75K
$873K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.22K- 7.87% |
$29.4K - $32.8K
|
26K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.45K- 13.71% |
$32.4K - $36.1K
|
15.4K
$179K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.48K- 15.29% |
$32.9K - $36.6K
|
13.7K
$160K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.61K- 24.98% |
$34.5K - $38.5K
|
7.83K
$91.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.68K- 19.74% |
$35.5K - $39.5K
|
10.9K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 2.61% |
$35.9K - $40K
|
101K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.72K- 13.69% |
$36K - $40.1K
|
17.1K
$199K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.76K- 3.98% |
$36.6K - $40.7K
|
66.6K
$775K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.9K- 13.75% |
$38.4K - $42.8K
|
18.2K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.93K- 8.35% |
$38.9K - $43.3K
|
32.2K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.15K- 9.72% |
$41.8K - $46.6K
|
29.3K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.18K- 61.65% |
$42.1K - $46.9K
|
1.98K
$23K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.34K- 9.69% |
$44.3K - $49.3K
|
31.1K
$362K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.41K- 24.42% |
$45.3K - $50.4K
|
10.6K
$123K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.48K- 19.72% |
$46.1K - $51.4K
|
14.2K
$165K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.62K- 22.94% |
$48K - $53.5K
|
12.2K
$142K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.95K- 19.9% |
$52.4K - $58.4K
|
15.9K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-4K- 62.46% |
$53K - $59.1K
|
2.4K
$28K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.06K- 2.15% |
$53.9K - $60K
|
185K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.16K- 5.25% |
$55.1K - $61.4K
|
75K
$873K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-4.22K- 5.67% |
$56K - $62.4K
|
70.3K
$818K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.27K- 8.97% |
$56.6K - $63.1K
|
43.3K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 5.94% |
$57.2K - $63.8K
|
68.3K
$795K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.4K- 15.71% |
$58.4K - $65K
|
23.6K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.46K- 9.75% |
$59.2K - $65.9K
|
41.3K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.5K- 14.71% |
$59.6K - $66.4K
|
26.1K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.58K- 9.12% |
$60.7K - $67.6K
|
45.6K
$531K
|