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 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.16K+ 2.02% |
$42.3K - $48.6K
|
160K
$2.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3KNew |
$40.3K - $46.2K
|
3K
$39.2K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
2.98K+ 10.73% |
$40K - $45.8K
|
30.7K
$401K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.91K+ 6.84% |
$39.1K - $44.8K
|
45.5K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.75K+ 9.19% |
$36.9K - $42.4K
|
32.7K
$427K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.75KNew |
$36.9K - $42.4K
|
2.75K
$36K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.42K+ 66.78% |
$32.5K - $37.3K
|
6.05K
$79K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.38K+ 9.42% |
$31.9K - $36.6K
|
27.6K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.3KNew |
$30.9K - $35.4K
|
2.3K
$30K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.3K+ 938.78% |
$30.9K - $35.4K
|
2.55K
$33.2K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.19K+ 4.6% |
$29.4K - $33.7K
|
49.8K
$651K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.08KNew |
$28K - $32.1K
|
2.08K
$27.2K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.04K+ 1.92% |
$27.4K - $31.4K
|
108K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.83K+ 10.08% |
$24.5K - $28.1K
|
19.9K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.72K+ 15.53% |
$23K - $26.4K
|
12.8K
$167K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.67K+ 4.3% |
$22.4K - $25.7K
|
40.5K
$529K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.65K+ 12.22% |
$22.1K - $25.4K
|
15.2K
$198K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
1.62K+ 42.68% |
$21.7K - $24.9K
|
5.41K
$70.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.42K+ 5.17% |
$19K - $21.8K
|
28.8K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.28KNew |
$17.2K - $19.8K
|
1.28K
$16.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.27K+ 8.98% |
$17K - $19.5K
|
15.4K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.22K+ 12.75% |
$16.4K - $18.8K
|
10.8K
$141K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.21KNew |
$16.3K - $18.7K
|
1.21K
$15.8K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.2K+ 1.11% |
$16.1K - $18.5K
|
110K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.12K+ 5.64% |
$15K - $17.2K
|
20.9K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.12K+ 8.3% |
$15K - $17.2K
|
14.6K
$190K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.1K+ 40.91% |
$14.7K - $16.9K
|
3.78K
$49.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.03K+ 5.67% |
$13.8K - $15.9K
|
19.2K
$251K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.02K+ 5.61% |
$13.7K - $15.7K
|
19.3K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1K+ 3.06% |
$13.4K - $15.4K
|
33.8K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
999+ 8.67% |
$13.4K - $15.4K
|
12.5K
$164K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
999+ 4.95% |
$13.4K - $15.4K
|
21.2K
$277K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
990+ 3.01% |
$13.3K - $15.2K
|
33.8K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
846+ 0.49% |
$11.4K - $13K
|
174K
$2.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
825+ 7.81% |
$11.1K - $12.7K
|
11.4K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
816+ 1.03% |
$11K - $12.6K
|
79.9K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
785New |
$10.5K - $12.1K
|
785
$10.3K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
766New |
$10.3K - $11.8K
|
766
$10K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
750+ 4.4% |
$10.1K - $11.5K
|
17.8K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
706+ 2.04% |
$9.47K - $10.9K
|
35.4K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
630+ 53.8% |
$8.45K - $9.7K
|
1.8K
$23.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
616+ 0.64% |
$8.27K - $9.48K
|
96.7K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
600+ 33.99% |
$8.05K - $9.23K
|
2.37K
$30.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
580New |
$7.78K - $8.93K
|
580
$7.57K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
552+ 19.14% |
$7.41K - $8.5K
|
3.44K
$44.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
495New |
$6.64K - $7.62K
|
495
$6.46K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
480+ 1.87% |
$6.44K - $7.39K
|
26.1K
$341K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
427+ 711.67% |
$5.73K - $6.57K
|
487
$6.36K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
411+ 2.3% |
$5.52K - $6.33K
|
18.3K
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$5.37K - $6.16K
|
400
$5.22K
|