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
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.9K- 90.25% |
$32.9K - $42K
|
313
$3.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.96K- 16.75% |
$33.6K - $42.9K
|
14.7K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.12K- 22.9% |
$35.4K - $45.2K
|
10.5K
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 12.42% |
$35.5K - $45.4K
|
22.1K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.14K- 20.39% |
$35.6K - $45.6K
|
12.3K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.2K- 13.5% |
$36.3K - $46.4K
|
20.5K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.5K- 12.4% |
$39.7K - $50.8K
|
24.7K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-3.62K- 7.0% |
$41K - $52.5K
|
48K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.64K- 18.7% |
$41.3K - $52.8K
|
15.8K
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.66K- 26.65% |
$41.5K - $53.1K
|
10.1K
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.77K- 26.62% |
$42.8K - $54.7K
|
10.4K
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.9K- 23.43% |
$44.3K - $56.6K
|
12.8K
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4K- 84.67% |
$45.4K - $58K
|
724
$8.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.4K- 10.15% |
$49.9K - $63.8K
|
38.9K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.82K- 5.79% |
$54.7K - $70K
|
78.5K
$871K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-4.85K- 18.32% |
$55K - $70.4K
|
21.6K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.05K- 63.41% |
$57.3K - $73.3K
|
2.92K
$32.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-5.43K- 17.45% |
$61.6K - $78.8K
|
25.7K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.62K- 58.08% |
$63.8K - $81.6K
|
4.06K
$45.1K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.68K- 21.83% |
$64.4K - $82.4K
|
20.3K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.71K- 21.9% |
$64.8K - $82.8K
|
20.4K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.06K- 13.89% |
$68.8K - $88K
|
37.6K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-6.18K- 5.7% |
$70.1K - $89.6K
|
102K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.21K- 36.3% |
$70.5K - $90.2K
|
10.9K
$121K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.44K- 24.71% |
$73.1K - $93.4K
|
19.6K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.54K- 86.02% |
$74.3K - $94.9K
|
1.06K
$11.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-6.67K- 85.18% |
$75.6K - $96.7K
|
1.16K
$12.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.75K- 60.7% |
$76.6K - $98K
|
4.37K
$48.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.79K- 14.04% |
$77.1K - $98.5K
|
41.6K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.89K- 21.43% |
$78.2K - $100K
|
25.3K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-7.19K- 28.49% |
$81.5K - $104K
|
18K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8.49K- 47.73% |
$96.4K - $123K
|
9.3K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.91K- 9.81% |
$112K - $144K
|
91.1K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.3K- 20.72% |
$117K - $149K
|
39.4K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 40.94% |
$118K - $151K
|
15K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.5K- 34.85% |
$119K - $152K
|
19.6K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.3K- 12.02% |
$128K - $164K
|
82.9K
$920K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 51.49% |
$130K - $166K
|
10.8K
$120K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.8K- 20.16% |
$134K - $171K
|
46.7K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-12.5K- 8.17% |
$142K - $182K
|
141K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12.9K- 79.38% |
$146K - $187K
|
3.35K
$37.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-13.2K- 32.16% |
$150K - $192K
|
27.9K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.5K- 29.52% |
$154K - $196K
|
32.3K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.6K- 2.98% |
$154K - $197K
|
442K
$4.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.5K- 4.99% |
$165K - $210K
|
276K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-15.6K- 59.32% |
$177K - $226K
|
10.7K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-16.2K- 75.83% |
$183K - $234K
|
5.15K
$57.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-18.5K- 25.89% |
$209K - $268K
|
52.8K
$586K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-18.8K- 67.1% |
$214K - $273K
|
9.24K
$103K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.3K- 48.02% |
$219K - $280K
|
20.9K
$232K
|