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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-250- 1.24% |
$3.31K - $3.87K
|
19.9K
$334K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-262- 15.68% |
$3.46K - $4.06K
|
1.41K
$23.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-298- 1.43% |
$3.94K - $4.61K
|
20.6K
$346K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-324- 2.39% |
$4.28K - $5.02K
|
13.2K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-345- 5.6% |
$4.56K - $5.34K
|
5.81K
$97.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-386- 17.95% |
$5.1K - $5.98K
|
1.77K
$29.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-400- 34.81% |
$5.29K - $6.19K
|
749
$12.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-414- 0.33% |
$5.47K - $6.41K
|
126K
$2.11M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-451- 3.94% |
$5.96K - $6.98K
|
11K
$185K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-541- 15.45% |
$7.15K - $8.37K
|
2.96K
$49.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-691- 0.56% |
$9.14K - $10.7K
|
122K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-878- 4.48% |
$11.6K - $13.6K
|
18.7K
$314K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-942- 9.01% |
$12.5K - $14.6K
|
9.51K
$160K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-982- 7.91% |
$13K - $15.2K
|
11.4K
$192K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.04K- 2.28% |
$13.7K - $16.1K
|
44.5K
$747K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.07K- 3.73% |
$14.2K - $16.6K
|
27.6K
$464K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 34.71% |
$15.2K - $17.8K
|
2.17K
$36.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.34K- 2.62% |
$17.7K - $20.7K
|
49.7K
$835K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.53K- 24.41% |
$20.3K - $23.7K
|
4.75K
$79.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-2.13K- 2.52% |
$28.1K - $32.9K
|
82.2K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.13K- 6.72% |
$28.2K - $33K
|
29.6K
$498K
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-2.17K- 16.12% |
$28.7K - $33.6K
|
11.3K
$189K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.17K- 5.51% |
$28.7K - $33.7K
|
37.3K
$627K
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.31K- 16.14% |
$30.5K - $35.8K
|
12K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.52K- 46.86% |
$33.3K - $39K
|
2.86K
$47.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.54K- 11.1% |
$33.6K - $39.4K
|
20.4K
$342K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.55K- 5.62% |
$33.7K - $39.4K
|
42.8K
$718K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.63K- 18.55% |
$34.7K - $40.7K
|
11.5K
$194K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-4.23K- 41.71% |
$56K - $65.5K
|
5.92K
$99.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-5.16K- 14.0% |
$68.3K - $79.9K
|
31.7K
$532K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.01K- 10.81% |
$79.5K - $93.1K
|
49.6K
$833K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7.73K- 1.47% |
$102K - $120K
|
517K
$8.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-20.2K- 49.97% |
$267K - $313K
|
20.2K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-24.9K- 42.05% |
$330K - $386K
|
34.4K
$577K
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-25.7K- 65.33% |
$340K - $398K
|
13.6K
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-25.8K- 13.22% |
$341K - $399K
|
169K
$2.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.8K- 6.23% |
$381K - $446K
|
433K
$7.28M
|