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 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.54K- 39.12% |
$101K - $116K
|
11.7K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.6K- 19.36% |
$102K - $117K
|
31.6K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.06K- 18.04% |
$108K - $124K
|
36.6K
$422K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.25K- 20.33% |
$111K - $127K
|
32.3K
$372K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.3K- 96.33% |
$111K - $128K
|
316
$3.64K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.08K- 8.57% |
$122K - $140K
|
96.9K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-11.3K- 25.13% |
$151K - $173K
|
33.6K
$387K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-11.8K- 39.06% |
$158K - $182K
|
18.4K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-12.9K- 25.05% |
$173K - $198K
|
38.5K
$443K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.8K- 32.71% |
$186K - $213K
|
28.5K
$328K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-14.3K- 26.57% |
$191K - $219K
|
39.4K
$454K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.7K- 24.05% |
$211K - $242K
|
49.6K
$571K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-16.8K- 35.39% |
$226K - $259K
|
30.8K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17K- 29.53% |
$228K - $262K
|
40.6K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-18.7K- 88.0% |
$251K - $288K
|
2.55K
$29.4K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-20.4K- 27.53% |
$274K - $314K
|
53.8K
$620K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-22.5K- 10.11% |
$302K - $346K
|
200K
$2.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-25.2K- 2.1% |
$339K - $388K
|
1.18M
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-25.7K- 63.2% |
$345K - $396K
|
15K
$173K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27.9K- 32.47% |
$375K - $430K
|
58.1K
$669K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-28.4K- 67.36% |
$381K - $437K
|
13.7K
$158K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.1K- 6.42% |
$390K - $448K
|
424K
$4.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.2K- 9.05% |
$418K - $480K
|
313K
$3.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.6K- 25.96% |
$424K - $487K
|
90.2K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-33.3K- 71.54% |
$447K - $512K
|
13.2K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33.6K- 14.06% |
$451K - $517K
|
205K
$2.37M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-34.2K- 15.63% |
$459K - $526K
|
185K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-34.2K- 15.63% |
$459K - $526K
|
185K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-34.5K- 16.11% |
$463K - $531K
|
180K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.6K- 35.59% |
$478K - $548K
|
64.4K
$742K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-36.8K- 88.63% |
$494K - $566K
|
4.72K
$54.3K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-37.5K- 23.59% |
$503K - $577K
|
121K
$1.4M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-37.6K- 9.93% |
$505K - $579K
|
341K
$3.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-43K- 79.43% |
$576K - $661K
|
11.1K
$128K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-45.8K- 81.16% |
$614K - $704K
|
10.6K
$122K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-47.9K- 50.17% |
$643K - $737K
|
47.6K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-48.9K- 93.31% |
$656K - $753K
|
3.5K
$40.4K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-49.7K- 1.74% |
$667K - $765K
|
2.8M
$32.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.3K- 4.5% |
$675K - $774K
|
1.07M
$12.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-54.6K- 78.82% |
$733K - $841K
|
14.7K
$169K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-62.6K- 18.56% |
$840K - $963K
|
275K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-63.1K- 21.69% |
$846K - $971K
|
228K
$2.62M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-67.9K- 84.72% |
$911K - $1.05M
|
12.2K
$141K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68.5K- 38.43% |
$920K - $1.05M
|
110K
$1.26M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-70.1K- 16.17% |
$941K - $1.08M
|
364K
$4.19M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-88K- 40.16% |
$1.18M - $1.35M
|
131K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-88.8K- 19.69% |
$1.19M - $1.37M
|
362K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-89.8K- 40.21% |
$1.2M - $1.38M
|
134K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-91K- 51.4% |
$1.22M - $1.4M
|
86.1K
$991K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-92.8K- 40.21% |
$1.25M - $1.43M
|
138K
$1.59M
|