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
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.68K- 21.83% |
$64.4K - $82.4K
|
20.3K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.06K- 13.89% |
$68.8K - $88K
|
37.6K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-6.18K- 5.7% |
$70.1K - $89.6K
|
102K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.54K- 86.02% |
$74.3K - $94.9K
|
1.06K
$12.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-7.19K- 28.49% |
$81.5K - $104K
|
18K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8.49K- 47.73% |
$96.4K - $123K
|
9.3K
$106K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 40.94% |
$118K - $151K
|
15K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 51.49% |
$130K - $166K
|
10.8K
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12.9K- 79.38% |
$146K - $187K
|
3.35K
$38.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-16.2K- 75.83% |
$183K - $234K
|
5.15K
$58.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-18.5K- 25.89% |
$209K - $268K
|
52.8K
$600K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-18.8K- 67.1% |
$214K - $273K
|
9.24K
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.3K- 48.02% |
$219K - $280K
|
20.9K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-21.3K- 15.04% |
$241K - $309K
|
120K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-23.8K- 2.5% |
$270K - $346K
|
931K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-25.6K- 89.46% |
$290K - $371K
|
3.01K
$34.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.9K- 41.89% |
$316K - $404K
|
38.7K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-44.3K- 9.29% |
$502K - $642K
|
432K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-110K- 92.32% |
$1.25M - $1.6M
|
9.17K
$104K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-222K- 93.13% |
$2.52M - $3.22M
|
16.4K
$186K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.49M- 98.73% |
$16.9M - $21.6M
|
19.1K
$218K
|