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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-225- 1.75% |
$3.02K - $3.46K
|
12.6K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-240- 0.83% |
$3.22K - $3.69K
|
28.6K
$373K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-263- 2.56% |
$3.53K - $4.05K
|
10K
$131K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-290- 18.01% |
$3.89K - $4.46K
|
1.32K
$17.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-300- 85.71% |
$4.03K - $4.62K
|
50
$653
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-302- 2.55% |
$4.05K - $4.65K
|
11.5K
$151K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-310- 1.32% |
$4.16K - $4.77K
|
23.2K
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-319- 2.26% |
$4.28K - $4.91K
|
13.8K
$180K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-330- 2.59% |
$4.43K - $5.08K
|
12.4K
$162K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-337- 28.22% |
$4.52K - $5.19K
|
857
$11.2K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-363- 2.35% |
$4.87K - $5.59K
|
15.1K
$197K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-390- 0.82% |
$5.23K - $6K
|
47.3K
$618K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-399- 2.41% |
$5.35K - $6.14K
|
16.2K
$211K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-450- 2.62% |
$6.04K - $6.93K
|
16.8K
$219K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-458- 14.44% |
$6.15K - $7.05K
|
2.71K
$35.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 17.86% |
$6.71K - $7.7K
|
2.3K
$30K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-511- 1.43% |
$6.86K - $7.86K
|
35.2K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-539- 11.04% |
$7.23K - $8.3K
|
4.35K
$56.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-551- 3.62% |
$7.39K - $8.48K
|
14.7K
$192K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-562- 5.11% |
$7.54K - $8.65K
|
10.4K
$136K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-582- 4.53% |
$7.81K - $8.96K
|
12.3K
$160K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-603- 2.0% |
$8.09K - $9.28K
|
29.6K
$386K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-625- 10.57% |
$8.39K - $9.62K
|
5.29K
$69.1K
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-680- 3.32% |
$9.13K - $10.5K
|
19.8K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-722- 2.87% |
$9.69K - $11.1K
|
24.4K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-800- 23.53% |
$10.7K - $12.3K
|
2.6K
$34K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-845- 5.02% |
$11.3K - $13K
|
16K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-875- 4.48% |
$11.7K - $13.5K
|
18.6K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-913- 3.69% |
$12.3K - $14.1K
|
23.8K
$311K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1K- 8.45% |
$13.4K - $15.4K
|
10.8K
$141K
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.1K- 2.07% |
$14.8K - $17K
|
52.3K
$683K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.16K- 5.57% |
$15.6K - $17.9K
|
19.7K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.2K- 10.02% |
$16.1K - $18.5K
|
10.8K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 1.75% |
$16.1K - $18.5K
|
67.4K
$880K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.21K- 7.81% |
$16.2K - $18.6K
|
14.3K
$186K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.22K- 7.04% |
$16.4K - $18.8K
|
16.1K
$211K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.29K- 5.1% |
$17.3K - $19.9K
|
24K
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 38.3% |
$17.4K - $20K
|
2.09K
$27.3K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.3K- 1.41% |
$17.4K - $20K
|
90.6K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.35K- 9.18% |
$18.1K - $20.8K
|
13.4K
$175K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.37K- 3.14% |
$18.4K - $21.1K
|
42.3K
$552K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.4K- 12.33% |
$18.7K - $21.5K
|
9.93K
$130K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.43K- 9.84% |
$19.1K - $21.9K
|
13.1K
$171K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.44K- 1.12% |
$19.3K - $22.2K
|
127K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.45K- 0.56% |
$19.5K - $22.3K
|
256K
$3.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.51K- 4.51% |
$20.3K - $23.2K
|
32K
$417K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 8.09% |
$22.4K - $25.7K
|
19K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.69K- 9.97% |
$22.7K - $26K
|
15.3K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.73K- 13.37% |
$23.3K - $26.7K
|
11.2K
$147K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.77K- 1.9% |
$23.7K - $27.2K
|
91K
$1.19M
|