Purchases and Sales Made in Q3 2025 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q3 2025. 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 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.14MNew |
$15M - $17.6M
|
1.14M
$19.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Florin Court Capital LLP
|
BUY
|
- |
480K+ 80.7% |
$6.34M - $7.42M
|
1.07M
$18M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
342K+ 353.38% |
$4.52M - $5.29M
|
439K
$7.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
75.9KNew |
$1M - $1.18M
|
75.9K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
63.1K+ 94.56% |
$834K - $976K
|
130K
$2.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
50.7KNew |
$670K - $785K
|
50.7K
$851K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
38.1KNew |
$504K - $590K
|
38.1K
$640K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
23.2KNew |
$307K - $359K
|
23.2K
$389K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
18.1K+ 20.76% |
$240K - $281K
|
105K
$1.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
15.3KNew |
$203K - $237K
|
15.3K
$258K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.6KNew |
$167K - $195K
|
12.6K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6KNew |
$140K - $164K
|
10.6K
$178K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$135K - $158K
|
10.2K
$171K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
9.35KNew |
$124K - $145K
|
9.35K
$157K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.64K+ 14.85% |
$101K - $118K
|
59.1K
$991K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.74K+ 25.96% |
$89.2K - $104K
|
32.7K
$549K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.13K+ 805.92% |
$81K - $94.8K
|
6.89K
$116K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
6.09KNew |
$80.6K - $94.3K
|
6.09K
$102K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.54K+ 4.14% |
$73.2K - $85.7K
|
139K
$2.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.39K+ 20.83% |
$44.8K - $52.5K
|
19.7K
$330K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.99K+ 4.35% |
$39.5K - $46.2K
|
71.6K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.94K+ 5.24% |
$38.9K - $45.5K
|
59.1K
$993K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.25K+ 3.38% |
$29.7K - $34.8K
|
68.6K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.66K+ 7.97% |
$22K - $25.7K
|
22.5K
$378K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.53K+ 10.04% |
$20.3K - $23.7K
|
16.8K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.48KNew |
$19.6K - $22.9K
|
1.48K
$24.9K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.33K+ 9.95% |
$17.6K - $20.6K
|
14.7K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
899+ 12.86% |
$11.9K - $13.9K
|
7.89K
$132K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
791New |
$10.5K - $12.2K
|
791
$13.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
723+ 43.79% |
$9.56K - $11.2K
|
2.37K
$39.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
272+ 0.69% |
$3.6K - $4.21K
|
39.9K
$671K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
271+ 1.84% |
$3.58K - $4.2K
|
15K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
208+ 15.83% |
$2.75K - $3.22K
|
1.52K
$25.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
190New |
$2.51K - $2.94K
|
190
$3.19K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
106+ 0.07% |
$1.4K - $1.64K
|
144K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
97+ 13.32% |
$1.28K - $1.5K
|
825
$13.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
83New |
$1.1K - $1.28K
|
83
$1.39K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
60+ 4.93% |
$793 - $929
|
1.28K
$21.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
40+ 0.21% |
$529 - $619
|
18.8K
$316K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30New |
$397 - $464
|
30
$504
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
10New |
$132 - $155
|
10
$168
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$26.4 - $31
|
2.48K
$41.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1+ 0.05% |
$13.2 - $15.5
|
1.93K
$32.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-21- 0.43% |
$278 - $325
|
4.88K
$81.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 1.7% |
$529 - $619
|
2.31K
$38.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-95- 7.33% |
$1.26K - $1.47K
|
1.2K
$20.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-125- 13.51% |
$1.65K - $1.94K
|
800
$13.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-128- 0.55% |
$1.69K - $1.98K
|
23K
$386K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-222- 1.09% |
$2.93K - $3.44K
|
20.2K
$339K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-227- 9.3% |
$3K - $3.51K
|
2.21K
$37.2K
|