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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
240+ 3.12% |
$2.72K - $3.48K
|
7.93K
$89.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
162+ 1.33% |
$1.84K - $2.35K
|
12.3K
$139K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
104+ 0.97% |
$1.18K - $1.51K
|
10.8K
$121K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72+ 0.71% |
$817 - $1.04K
|
10.2K
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
59+ 1.91% |
$670 - $856
|
3.15K
$35.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 1.9% |
$465 - $595
|
2.2K
$24.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
40+ 0.31% |
$454 - $580
|
13.1K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
24+ 1.02% |
$272 - $348
|
2.37K
$26.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
23+ 0.14% |
$261 - $334
|
16.2K
$183K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
18+ 0.51% |
$204 - $261
|
3.52K
$39.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 0.09% |
$148 - $189
|
14.7K
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
12New |
$136 - $174
|
12
$135
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.01% |
$68.1 - $87.1
|
601
$6.76K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.98% |
$45.4 - $58
|
411
$4.62K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3+ 1.01% |
$34.1 - $43.5
|
301
$3.39K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.97% |
$34.1 - $43.5
|
312
$3.51K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.71% |
$22.7 - $29
|
282
$3.17K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2New |
$22.7 - $29
|
2
$22.5
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.04% |
$11.4 - $14.5
|
2.41K
$27.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.27% |
$11.4 - $14.5
|
45
$506
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-7- 77.78% |
$79.5 - $102
|
2
$22.5
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-25- 0.24% |
$284 - $363
|
10.2K
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.87% |
$318 - $406
|
1.47K
$16.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 0.67% |
$511 - $653
|
6.65K
$74.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 25.97% |
$1.14K - $1.45K
|
285
$3.21K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-118- 11.21% |
$1.34K - $1.71K
|
935
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-120- 0.61% |
$1.36K - $1.74K
|
19.4K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-200- 9.56% |
$2.27K - $2.9K
|
1.89K
$21.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-234- 1.4% |
$2.66K - $3.4K
|
16.4K
$185K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-240- 42.86% |
$2.72K - $3.48K
|
320
$3.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-282- 1.77% |
$3.2K - $4.09K
|
15.6K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-284- 13.43% |
$3.22K - $4.12K
|
1.83K
$20.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-325- 12.67% |
$3.69K - $4.72K
|
2.24K
$25.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-367- 2.78% |
$4.17K - $5.33K
|
12.8K
$145K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-376- 2.39% |
$4.27K - $5.46K
|
15.3K
$172K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-381- 0.51% |
$4.32K - $5.53K
|
74.6K
$839K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-511- 6.9% |
$5.8K - $7.41K
|
6.9K
$77.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-530- 3.54% |
$6.02K - $7.69K
|
14.4K
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-535- 37.1% |
$6.07K - $7.76K
|
907
$10.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-553- 57.42% |
$6.28K - $8.02K
|
410
$4.61K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-554- 54.74% |
$6.29K - $8.04K
|
458
$5.15K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-722- 2.28% |
$8.19K - $10.5K
|
30.9K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-738- 20.99% |
$8.38K - $10.7K
|
2.78K
$31.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-900- 6.23% |
$10.2K - $13.1K
|
13.5K
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-910- 16.43% |
$10.3K - $13.2K
|
4.63K
$52.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-931- 7.46% |
$10.6K - $13.5K
|
11.6K
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-958- 0.85% |
$10.9K - $13.9K
|
111K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-990- 98.51% |
$11.2K - $14.4K
|
15
$169
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 48.18% |
$11.4K - $14.6K
|
1.08K
$12.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.1K- 98.48% |
$12.5K - $16K
|
17
$191
|