Purchases and Sales Made in Q1 2025 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q1 2025. 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 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.25K+ 18.3% |
$68.4K - $74.1K
|
40.4K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.02K+ 12.64% |
$65.8K - $71.3K
|
53.6K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.58KNew |
$61K - $66.2K
|
5.58K
$73.8K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
5.45K+ 17.07% |
$59.6K - $64.6K
|
37.4K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
5.03K+ 18.48% |
$55K - $59.7K
|
32.3K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.9K+ 15.88% |
$53.6K - $58.1K
|
35.8K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.88K+ 35.79% |
$53.4K - $57.9K
|
18.5K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.71K+ 1.71% |
$51.5K - $55.9K
|
281K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.46K+ 6278.87% |
$48.8K - $52.9K
|
4.53K
$59.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.35K+ 9.03% |
$47.6K - $51.6K
|
52.5K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
3.5K+ 100.0% |
$38.3K - $41.5K
|
7K
$92.5K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3.42KNew |
$37.5K - $40.6K
|
3.42K
$45.3K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.31K+ 6.97% |
$36.2K - $39.3K
|
50.8K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.25KNew |
$35.6K - $38.6K
|
3.25K
$43K
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
3.15K+ 9.75% |
$34.5K - $37.4K
|
35.5K
$469K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$32.8K - $35.6K
|
3K
$39.7K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
2.92K+ 8.09% |
$31.9K - $34.6K
|
39K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.69K+ 14.38% |
$29.5K - $31.9K
|
21.4K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.67K+ 6.14% |
$29.2K - $31.7K
|
46.2K
$611K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.63KNew |
$28.8K - $31.2K
|
2.63K
$34.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.5K+ 568.18% |
$27.4K - $29.7K
|
2.94K
$38.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.39K+ 6.49% |
$26.2K - $28.4K
|
39.3K
$519K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2.37KNew |
$25.9K - $28.1K
|
2.37K
$31.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.25K+ 19.5% |
$24.6K - $26.7K
|
13.8K
$183K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.05K+ 141.95% |
$22.5K - $24.4K
|
3.5K
$46.3K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.96K+ 4.71% |
$21.5K - $23.3K
|
43.6K
$577K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.85K+ 52.51% |
$20.2K - $21.9K
|
5.37K
$71K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.78K+ 17.45% |
$19.4K - $21.1K
|
12K
$158K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.75K+ 7.17% |
$19.1K - $20.8K
|
26.2K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.73K+ 2.34% |
$18.9K - $20.5K
|
75.6K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.71K+ 46.84% |
$18.7K - $20.2K
|
5.35K
$70.7K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
1.7K+ 26.67% |
$18.6K - $20.2K
|
8.08K
$107K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 7.12% |
$17.2K - $18.6K
|
23.6K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.5K+ 12.05% |
$16.4K - $17.8K
|
14K
$184K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.45K+ 9.6% |
$15.9K - $17.2K
|
16.6K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.45K+ 14.42% |
$15.9K - $17.2K
|
11.5K
$152K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.33KNew |
$14.6K - $15.8K
|
1.33K
$17.6K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.31K+ 11.53% |
$14.3K - $15.5K
|
12.6K
$167K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.31K+ 61.88% |
$14.3K - $15.5K
|
3.41K
$45.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.17KNew |
$12.8K - $13.9K
|
1.17K
$15.5K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1K+ 48.64% |
$10.9K - $11.9K
|
3.06K
$40.4K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
941+ 4.83% |
$10.3K - $11.2K
|
20.4K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
895+ 8.61% |
$9.79K - $10.6K
|
11.3K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
887+ 22.8% |
$9.7K - $10.5K
|
4.78K
$63.2K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
668+ 8.42% |
$7.31K - $7.92K
|
8.6K
$114K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
615+ 3.08% |
$6.73K - $7.29K
|
20.6K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
590New |
$6.45K - $7K
|
590
$7.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
550New |
$6.02K - $6.52K
|
550
$7.27K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
535+ 1.27% |
$5.85K - $6.35K
|
42.7K
$565K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
501+ 34.13% |
$5.48K - $5.94K
|
1.97K
$26K
|