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 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.6K- 6.15% |
$61K - $68K
|
70.2K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-4.88K- 31.44% |
$64.7K - $72K
|
10.6K
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.21K- 41.3% |
$69.1K - $77K
|
7.41K
$86.2K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-5.75K- 36.26% |
$76.2K - $84.9K
|
10.1K
$118K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-6.34K- 36.7% |
$84.1K - $93.6K
|
10.9K
$127K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-6.44K- 22.93% |
$85.4K - $95.1K
|
21.6K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-6.46K- 32.76% |
$85.6K - $95.4K
|
13.3K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.64K- 5.14% |
$88K - $98.1K
|
123K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.68K- 8.68% |
$88.6K - $98.6K
|
70.3K
$818K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.7K- 17.14% |
$88.8K - $98.9K
|
32.4K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6.73K- 11.92% |
$89.3K - $99.4K
|
49.7K
$579K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.09K- 17.58% |
$94K - $105K
|
33.2K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.72K- 3.36% |
$102K - $114K
|
222K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7.83K- 4.8% |
$104K - $116K
|
155K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-8.21K- 5.09% |
$109K - $121K
|
153K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-8.97K- 15.44% |
$119K - $132K
|
49.1K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.5K- 15.2% |
$139K - $155K
|
58.5K
$681K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11K- 92.53% |
$145K - $162K
|
885
$10.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-11.1K- 36.23% |
$147K - $164K
|
19.5K
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-11.2K- 28.52% |
$149K - $165K
|
28.1K
$327K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.4K- 13.37% |
$152K - $169K
|
74.2K
$863K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12.5K- 11.64% |
$166K - $185K
|
95.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-13K- 12.3% |
$172K - $192K
|
92.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.2K- 10.81% |
$175K - $195K
|
109K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.5K- 5.06% |
$219K - $244K
|
311K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.7K- 30.82% |
$234K - $261K
|
39.7K
$462K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18K- 3.43% |
$239K - $266K
|
507K
$5.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-18.2K- 9.58% |
$242K - $269K
|
172K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.3K- 11.09% |
$243K - $271K
|
147K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-18.4K- 5.51% |
$243K - $271K
|
315K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.6K- 10.78% |
$260K - $290K
|
163K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.8K- 0.8% |
$289K - $322K
|
2.72M
$31.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-22.7K- 44.42% |
$300K - $335K
|
28.3K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-23.7K- 41.33% |
$314K - $350K
|
33.6K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.2K- 48.96% |
$320K - $357K
|
25.2K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.9K- 32.84% |
$343K - $382K
|
53K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.6K- 41.11% |
$353K - $394K
|
38.2K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-31.8K- 3.0% |
$422K - $470K
|
1.03M
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-32K- 90.72% |
$425K - $473K
|
3.28K
$38.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-32.2K- 16.01% |
$427K - $476K
|
169K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-32.7K- 74.11% |
$433K - $482K
|
11.4K
$133K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-33.2K- 73.91% |
$441K - $491K
|
11.7K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.5K- 10.31% |
$470K - $524K
|
308K
$3.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37.5K- 12.34% |
$498K - $555K
|
267K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-51.7K- 35.12% |
$686K - $764K
|
95.6K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-52.1K- 48.55% |
$691K - $770K
|
55.3K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-52.1K- 53.21% |
$691K - $770K
|
45.9K
$534K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64K- 10.01% |
$849K - $946K
|
575K
$6.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-76.2K- 7.39% |
$1.01M - $1.13M
|
954K
$11.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90.8K- 71.37% |
$1.2M - $1.34M
|
36.4K
$424K
|