Purchases and Sales Made in Q4 2024 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
168K+ 4040.93% |
$1.91M - $2.44M
|
172K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
158KNew |
$1.79M - $2.29M
|
158K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49.4K+ 29.46% |
$560K - $716K
|
217K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
27KNew |
$306K - $391K
|
27K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.6K+ 70.23% |
$290K - $371K
|
62K
$705K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25.3K+ 81.11% |
$287K - $367K
|
56.5K
$642K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
21.1KNew |
$239K - $306K
|
21.1K
$240K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 52.7% |
$194K - $248K
|
49.4K
$562K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.8KNew |
$157K - $200K
|
13.8K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
10.5KNew |
$119K - $153K
|
10.5K
$120K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
9.37K+ 10.54% |
$106K - $136K
|
98.3K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.95K+ 53.45% |
$90.2K - $115K
|
22.8K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.5KNew |
$85.1K - $109K
|
7.5K
$85.3K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.19K+ 14.99% |
$70.3K - $89.8K
|
47.5K
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.14KNew |
$58.4K - $74.6K
|
5.14K
$58.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4.14KNew |
$47K - $60.1K
|
4.14K
$47.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.88K+ 8.47% |
$44K - $56.3K
|
49.7K
$565K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.82KNew |
$43.3K - $55.4K
|
3.82K
$43.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.48K+ 4.95% |
$39.5K - $50.5K
|
73.7K
$838K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.13K+ 6.73% |
$35.5K - $45.4K
|
49.6K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
2.79K+ 20.9% |
$31.7K - $40.5K
|
16.2K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.96KNew |
$22.2K - $28.4K
|
1.96K
$22.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.86K+ 1.96% |
$21.1K - $27K
|
97K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$21K - $26.9K
|
1.85K
$21.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.75K+ 13.92% |
$19.9K - $25.4K
|
14.3K
$163K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.71K+ 4.09% |
$19.4K - $24.8K
|
43.5K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.68K+ 0.97% |
$19.1K - $24.4K
|
175K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.45K+ 11.98% |
$16.5K - $21K
|
13.6K
$154K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.31K+ 5.72% |
$14.9K - $19K
|
24.2K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.12K+ 3.14% |
$12.7K - $16.3K
|
36.9K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
930New |
$10.6K - $13.5K
|
930
$10.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
900+ 8.34% |
$10.2K - $13.1K
|
11.7K
$133K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
831New |
$9.43K - $12.1K
|
831
$9.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
607+ 4.84% |
$6.89K - $8.81K
|
13.1K
$149K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
506+ 19.53% |
$5.74K - $7.34K
|
3.1K
$35.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
449+ 1.7% |
$5.1K - $6.51K
|
26.9K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
376+ 3.2% |
$4.27K - $5.46K
|
12.1K
$138K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
322+ 1.0% |
$3.65K - $4.67K
|
32.5K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
279+ 187.25% |
$3.17K - $4.05K
|
428
$4.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
240+ 3.12% |
$2.72K - $3.48K
|
7.93K
$90.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
162+ 1.33% |
$1.84K - $2.35K
|
12.3K
$140K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72+ 0.71% |
$817 - $1.04K
|
10.2K
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
59+ 1.91% |
$670 - $856
|
3.15K
$35.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
40+ 0.31% |
$454 - $580
|
13.1K
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
24+ 1.02% |
$272 - $348
|
2.37K
$26.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
23+ 0.14% |
$261 - $334
|
16.2K
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
18+ 0.51% |
$204 - $261
|
3.52K
$40.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
12New |
$136 - $174
|
12
$136
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.01% |
$68.1 - $87.1
|
601
$6.83K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.98% |
$45.4 - $58
|
411
$4.67K
|