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
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.77K- 1.9% |
$23.7K - $27.2K
|
91K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.88K- 3.18% |
$25.2K - $28.9K
|
57.3K
$660K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.9K- 52.18% |
$25.5K - $29.2K
|
1.74K
$20.1K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.1K- 8.29% |
$28.2K - $32.3K
|
23.2K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.17K- 18.58% |
$29.1K - $33.4K
|
9.49K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.22K- 89.94% |
$29.8K - $34.1K
|
248
$2.86K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.23K- 15.56% |
$29.9K - $34.3K
|
12.1K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.43K- 49.99% |
$32.6K - $37.4K
|
2.43K
$28K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.45K- 2.92% |
$32.8K - $37.6K
|
81.3K
$937K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.49K- 13.17% |
$33.5K - $38.4K
|
16.4K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.54K- 3.12% |
$34K - $39K
|
78.7K
$906K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.56K- 13.74% |
$34.3K - $39.4K
|
16.1K
$185K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.59K- 13.82% |
$34.7K - $39.8K
|
16.1K
$186K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.7K- 15.68% |
$36.2K - $41.6K
|
14.5K
$167K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.71K- 59.76% |
$36.4K - $41.7K
|
1.83K
$21K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.72K- 0.98% |
$36.5K - $41.9K
|
275K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.76K- 12.5% |
$37.1K - $42.5K
|
19.3K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.88K- 4.79% |
$38.7K - $44.4K
|
57.2K
$659K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.93K- 18.94% |
$39.3K - $45.1K
|
12.5K
$144K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.13K- 5.62% |
$42K - $48.1K
|
52.5K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.17K- 4.14% |
$42.5K - $48.8K
|
73.3K
$844K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-3.21K- 7.46% |
$43.1K - $49.4K
|
39.8K
$459K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-3.22K- 12.11% |
$43.3K - $49.6K
|
23.4K
$270K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.27K- 12.93% |
$43.8K - $50.3K
|
22K
$253K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.43K- 92.86% |
$46.1K - $52.8K
|
264
$3.04K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.44K- 86.63% |
$46.1K - $52.9K
|
530
$6.11K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.45K- 99.42% |
$46.3K - $53.1K
|
20
$230
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.63K- 20.6% |
$48.8K - $55.9K
|
14K
$161K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3.85K- 3.75% |
$51.7K - $59.3K
|
98.7K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-3.92K- 15.42% |
$52.5K - $60.3K
|
21.5K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-4.09K- 12.63% |
$54.9K - $63K
|
28.3K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.27K- 8.02% |
$57.4K - $65.8K
|
49K
$564K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.45K- 12.74% |
$59.7K - $68.4K
|
30.4K
$351K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.56K- 23.61% |
$61.2K - $70.2K
|
14.8K
$170K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.64K- 25.77% |
$62.3K - $71.4K
|
13.4K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.65K- 13.88% |
$62.4K - $71.6K
|
28.9K
$332K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.84K- 31.45% |
$64.9K - $74.4K
|
10.5K
$121K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-5.07K- 23.61% |
$68.1K - $78.1K
|
16.4K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.5K- 44.0% |
$73.8K - $84.6K
|
7K
$80.6K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.65K- 21.78% |
$75.8K - $87K
|
20.3K
$234K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5.67K- 33.71% |
$76.1K - $87.3K
|
11.2K
$128K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.77K- 5.77% |
$77.5K - $88.8K
|
94.3K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.92K- 31.35% |
$79.4K - $91K
|
13K
$149K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.6K- 77.76% |
$88.5K - $102K
|
1.89K
$21.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.87K- 21.34% |
$92.1K - $106K
|
25.3K
$292K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.9K- 12.19% |
$92.5K - $106K
|
49.7K
$572K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.1K- 35.05% |
$95.2K - $109K
|
13.2K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.11K- 7.59% |
$95.4K - $109K
|
86.5K
$997K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.47K- 30.73% |
$100K - $115K
|
16.8K
$194K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-7.52K- 25.33% |
$101K - $116K
|
22.2K
$255K
|