Purchases and Sales Made in Q1 2024 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.1KNew |
$256K - $294K
|
19.1K
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
18.9K+ 95.15% |
$254K - $292K
|
38.9K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.5KNew |
$248K - $284K
|
18.5K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18.3K+ 177.04% |
$245K - $281K
|
28.6K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
17K+ 67.91% |
$229K - $262K
|
42.2K
$486K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
16.6K+ 90.87% |
$223K - $256K
|
34.9K
$402K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.8KNew |
$212K - $243K
|
15.8K
$182K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$193K - $221K
|
14.4K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 1393.83% |
$191K - $219K
|
15.3K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.1KNew |
$190K - $218K
|
14.1K
$163K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
13.4KNew |
$180K - $206K
|
13.4K
$154K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.1KNew |
$175K - $201K
|
13.1K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.9KNew |
$173K - $198K
|
12.9K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
12.8KNew |
$171K - $197K
|
12.8K
$147K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.8K+ 6.26% |
$171K - $196K
|
216K
$2.49M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4K+ 45.66% |
$167K - $191K
|
39.7K
$457K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.4KNew |
$167K - $191K
|
12.4K
$143K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 19.46% |
$167K - $191K
|
76.2K
$877K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.3K+ 38.36% |
$165K - $190K
|
44.4K
$512K
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
12.2KNew |
$164K - $188K
|
12.2K
$140K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.9KNew |
$160K - $183K
|
11.9K
$137K
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
11.4KNew |
$153K - $175K
|
11.4K
$131K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11K+ 80.73% |
$148K - $169K
|
24.6K
$284K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7K+ 15.78% |
$144K - $165K
|
78.5K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 3.93% |
$143K - $164K
|
283K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.4KNew |
$140K - $160K
|
10.4K
$120K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
10.4K+ 20.37% |
$139K - $160K
|
61.3K
$706K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3KNew |
$138K - $159K
|
10.3K
$119K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
10.2K+ 43.78% |
$137K - $157K
|
33.6K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.1KNew |
$135K - $155K
|
10.1K
$116K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.1KNew |
$135K - $155K
|
10.1K
$116K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
9.95K+ 72.79% |
$134K - $153K
|
23.6K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.77K+ 138.35% |
$104K - $120K
|
13.4K
$154K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.09K+ 15.68% |
$95.1K - $109K
|
52.3K
$602K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.52K+ 4.15% |
$87.5K - $100K
|
164K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.21K+ 5.79% |
$83.3K - $95.5K
|
113K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.08K+ 23.08% |
$81.6K - $93.6K
|
32.4K
$374K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.05K+ 8.01% |
$81.2K - $93.1K
|
81.6K
$939K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.61K+ 1.09% |
$75.3K - $86.3K
|
522K
$6.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5.49K+ 153.08% |
$73.7K - $84.5K
|
9.08K
$105K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.48K+ 17.27% |
$73.5K - $84.3K
|
37.2K
$428K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
5.26K+ 9.47% |
$70.6K - $80.9K
|
60.8K
$700K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.14K+ 43.96% |
$68.9K - $79K
|
16.8K
$194K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.74K+ 12.46% |
$63.7K - $73K
|
42.8K
$493K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
4.74K+ 17.5% |
$63.5K - $72.9K
|
31.8K
$366K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.7K+ 35.9% |
$63.1K - $72.3K
|
17.8K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.38K+ 10.73% |
$58.8K - $67.4K
|
45.2K
$521K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.15K+ 41.29% |
$55.7K - $63.9K
|
14.2K
$164K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
3.85K+ 5.18% |
$51.7K - $59.3K
|
78.2K
$901K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.35K+ 32.67% |
$45K - $51.6K
|
13.6K
$157K
|