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 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
400+ 2.08% |
$5.37K - $6.16K
|
19.6K
$226K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400New |
$5.37K - $6.16K
|
400
$4.61K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
391+ 0.63% |
$5.25K - $6.02K
|
62.3K
$718K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
355+ 2.45% |
$4.76K - $5.46K
|
14.8K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
351+ 24.19% |
$4.71K - $5.4K
|
1.8K
$20.8K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
270+ 2.16% |
$3.62K - $4.16K
|
12.8K
$147K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
233New |
$3.13K - $3.59K
|
233
$2.68K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
230+ 158.62% |
$3.09K - $3.54K
|
375
$4.32K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
230+ 1.26% |
$3.09K - $3.54K
|
18.4K
$212K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
209+ 7.18% |
$2.8K - $3.22K
|
3.12K
$36K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
201+ 1.79% |
$2.7K - $3.09K
|
11.4K
$131K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
157+ 2.66% |
$2.11K - $2.42K
|
6.07K
$69.9K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$2.01K - $2.31K
|
150
$1.73K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
122New |
$1.64K - $1.88K
|
122
$1.41K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
120New |
$1.61K - $1.85K
|
120
$1.38K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
89+ 0.75% |
$1.19K - $1.37K
|
11.9K
$137K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
52New |
$698 - $800
|
52
$599
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
51+ 0.37% |
$684 - $785
|
13.7K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 25.0% |
$671 - $770
|
250
$2.88K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50New |
$671 - $770
|
50
$576
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.55% |
$228 - $262
|
1.12K
$12.9K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16New |
$215 - $246
|
16
$184
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15+ 0.1% |
$201 - $231
|
15.4K
$178K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
13+ 0.11% |
$174 - $200
|
11.4K
$131K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10New |
$134 - $154
|
10
$115
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 0.1% |
$107 - $123
|
7.66K
$88.3K
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1+ 4.35% |
$13.4 - $15.4
|
24
$276
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$13.4 - $15.4
|
18.9K
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-3- 0.02% |
$40.3 - $46.2
|
13.6K
$157K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6- 0.56% |
$80.5 - $92.3
|
1.06K
$12.2K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18- 0.18% |
$242 - $277
|
10K
$115K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-20- 0.19% |
$268 - $308
|
10.2K
$118K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-21- 10.61% |
$282 - $323
|
177
$2.04K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-26- 1.17% |
$349 - $400
|
2.2K
$25.3K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 0.73% |
$416 - $477
|
4.19K
$48.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-32- 6.72% |
$429 - $492
|
444
$5.11K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-35- 1.22% |
$470 - $539
|
2.84K
$32.8K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-37- 0.1% |
$497 - $569
|
38.2K
$440K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-45- 80.36% |
$604 - $693
|
11
$127
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-53- 0.19% |
$711 - $816
|
27.9K
$322K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-60- 0.37% |
$805 - $923
|
16K
$185K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-87- 0.27% |
$1.17K - $1.34K
|
32.4K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-98- 0.29% |
$1.32K - $1.51K
|
34K
$392K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 15.38% |
$1.34K - $1.54K
|
550
$6.34K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-109- 0.88% |
$1.46K - $1.68K
|
12.3K
$142K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-165- 2.03% |
$2.21K - $2.54K
|
7.97K
$91.8K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-183- 7.24% |
$2.46K - $2.82K
|
2.34K
$27K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-196- 61.06% |
$2.63K - $3.02K
|
125
$1.44K
|