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 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-250- 8.5% |
$2.84K - $3.63K
|
2.69K
$31.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-282- 1.77% |
$3.2K - $4.09K
|
15.6K
$185K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-284- 13.43% |
$3.22K - $4.12K
|
1.83K
$21.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-305- 50.41% |
$3.46K - $4.43K
|
300
$3.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-315- 62.87% |
$3.58K - $4.57K
|
186
$2.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-325- 12.67% |
$3.69K - $4.72K
|
2.24K
$26.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-341- 63.03% |
$3.87K - $4.95K
|
200
$2.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-367- 2.78% |
$4.17K - $5.33K
|
12.8K
$152K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-376- 2.39% |
$4.27K - $5.46K
|
15.3K
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-381- 0.51% |
$4.32K - $5.53K
|
74.6K
$884K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-511- 6.9% |
$5.8K - $7.41K
|
6.9K
$81.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-530- 3.54% |
$6.02K - $7.69K
|
14.4K
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-535- 37.1% |
$6.07K - $7.76K
|
907
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-548- 1.69% |
$6.22K - $7.95K
|
31.8K
$377K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-553- 57.42% |
$6.28K - $8.02K
|
410
$4.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-554- 54.74% |
$6.29K - $8.04K
|
458
$5.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-625- 5.07% |
$7.09K - $9.07K
|
11.7K
$139K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-722- 2.28% |
$8.19K - $10.5K
|
30.9K
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-738- 20.99% |
$8.38K - $10.7K
|
2.78K
$32.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-796- 8.47% |
$9.03K - $11.5K
|
8.6K
$102K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-900- 6.23% |
$10.2K - $13.1K
|
13.5K
$160K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-910- 16.43% |
$10.3K - $13.2K
|
4.63K
$54.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-931- 7.46% |
$10.6K - $13.5K
|
11.6K
$137K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-958- 0.85% |
$10.9K - $13.9K
|
111K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-990- 98.51% |
$11.2K - $14.4K
|
15
$178
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 48.18% |
$11.4K - $14.6K
|
1.08K
$12.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.1K- 98.48% |
$12.5K - $16K
|
17
$201
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.11K- 7.5% |
$12.6K - $16K
|
13.6K
$162K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 5.26% |
$12.6K - $16.2K
|
20.1K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.13K- 87.85% |
$12.8K - $16.4K
|
156
$1.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.15K- 3.4% |
$13.1K - $16.7K
|
32.8K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.21K- 3.24% |
$13.7K - $17.5K
|
36K
$427K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.25K- 2.53% |
$14.2K - $18.2K
|
48.2K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-1.39K- 4.09% |
$15.8K - $20.2K
|
32.7K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.63K- 30.93% |
$18.5K - $23.7K
|
3.64K
$43.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.78K- 8.16% |
$20.1K - $25.8K
|
20K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 97.78% |
$22K - $28.1K
|
44
$521
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.96K- 7.33% |
$22.2K - $28.4K
|
24.7K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.99K- 57.89% |
$22.6K - $28.9K
|
1.45K
$17.1K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.02K- 53.9% |
$22.9K - $29.3K
|
1.73K
$20.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.07K- 9.96% |
$23.5K - $30K
|
18.7K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-2.14K- 9.9% |
$24.3K - $31.1K
|
19.5K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.17K- 7.54% |
$24.6K - $31.5K
|
26.6K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.21K- 66.14% |
$25.1K - $32.1K
|
1.13K
$13.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.3K- 13.98% |
$26.1K - $33.4K
|
14.2K
$168K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.34K- 99.96% |
$26.5K - $33.9K
|
1
$11.9
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.58K- 17.32% |
$29.3K - $37.4K
|
12.3K
$146K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.58K- 14.6% |
$29.3K - $37.5K
|
15.1K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.64K- 85.78% |
$29.9K - $38.2K
|
437
$5.18K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.65K- 19.99% |
$30.1K - $38.5K
|
10.6K
$126K
|