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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
500New |
$5.47K - $5.93K
|
500
$6.61K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
490New |
$5.36K - $5.81K
|
490
$6.48K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
490+ 26.76% |
$5.36K - $5.81K
|
2.32K
$30.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
450+ 1.82% |
$4.92K - $5.34K
|
25.2K
$333K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
418New |
$4.57K - $4.96K
|
418
$5.53K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
418+ 20.37% |
$4.57K - $4.96K
|
2.47K
$32.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329+ 32900.0% |
$3.6K - $3.9K
|
330
$4.36K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
318+ 2.35% |
$3.48K - $3.77K
|
13.9K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
315New |
$3.45K - $3.74K
|
315
$4.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
200+ 1.03% |
$2.19K - $2.37K
|
19.6K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
181+ 15.98% |
$1.98K - $2.15K
|
1.31K
$17.4K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
180New |
$1.97K - $2.13K
|
180
$2.38K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
169New |
$1.85K - $2K
|
169
$2.23K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
160+ 7.14% |
$1.75K - $1.9K
|
2.4K
$31.7K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150New |
$1.64K - $1.78K
|
150
$1.98K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
142+ 5.8% |
$1.55K - $1.68K
|
2.59K
$34.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
138+ 1.6% |
$1.51K - $1.64K
|
8.74K
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
51+ 0.31% |
$558 - $605
|
16.3K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
50New |
$547 - $593
|
50
$661
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
26+ 0.26% |
$284 - $308
|
10K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21+ 0.16% |
$230 - $249
|
12.8K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 3.86% |
$208 - $225
|
511
$6.76K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$10.9 - $11.9
|
11.7K
$155K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.04% |
$10.9 - $11.9
|
2.37K
$31.3K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 8.33% |
$10.9 - $11.9
|
11
$145
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.05% |
$10.9 - $11.9
|
2.2K
$29K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 66.67% |
$109 - $119
|
5
$66.1
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-15- 0.56% |
$164 - $178
|
2.68K
$35.4K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24- 50.0% |
$263 - $285
|
24
$317
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-30- 0.04% |
$328 - $356
|
69.7K
$922K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35- 0.29% |
$383 - $415
|
12.2K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-36- 19.35% |
$394 - $427
|
150
$1.98K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50Closed |
$547 - $593
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-100- 0.19% |
$1.09K - $1.19K
|
51.9K
$686K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 2.06% |
$1.09K - $1.19K
|
4.74K
$62.7K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 0.65% |
$1.09K - $1.19K
|
15.2K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-150- 5.15% |
$1.64K - $1.78K
|
2.77K
$36.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-175- 1.5% |
$1.91K - $2.08K
|
11.5K
$152K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-175- 54.69% |
$1.91K - $2.08K
|
145
$1.92K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-200- 2.9% |
$2.19K - $2.37K
|
6.7K
$88.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-200- 7.79% |
$2.19K - $2.37K
|
2.37K
$31.3K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-235- 2.02% |
$2.57K - $2.79K
|
11.4K
$151K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-264- 27.36% |
$2.89K - $3.13K
|
701
$9.27K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-284- 4.67% |
$3.11K - $3.37K
|
5.8K
$76.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-302- 9.03% |
$3.3K - $3.58K
|
3.04K
$40.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-314- 0.31% |
$3.44K - $3.72K
|
101K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-330- 3.06% |
$3.61K - $3.91K
|
10.5K
$138K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-333- 2.63% |
$3.64K - $3.95K
|
12.3K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-381- 8.72% |
$4.17K - $4.52K
|
3.99K
$52.7K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-400- 34.48% |
$4.38K - $4.74K
|
760
$10K
|