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 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-402- 66.89% |
$4.4K - $4.77K
|
199
$2.63K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-450- 1.97% |
$4.92K - $5.34K
|
22.4K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-486- 11.73% |
$5.32K - $5.76K
|
3.66K
$48.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-491- 15.85% |
$5.37K - $5.82K
|
2.61K
$34.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 21.74% |
$5.47K - $5.93K
|
1.8K
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-519- 1.63% |
$5.68K - $6.16K
|
31.3K
$414K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-520- 97.93% |
$5.69K - $6.17K
|
11
$145
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-562- 13.84% |
$6.15K - $6.67K
|
3.5K
$46.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-600- 3.65% |
$6.56K - $7.12K
|
15.8K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-604- 20.57% |
$6.61K - $7.16K
|
2.33K
$30.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-613- 65.56% |
$6.71K - $7.27K
|
322
$4.26K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-626- 2.79% |
$6.85K - $7.42K
|
21.8K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-634- 5.87% |
$6.94K - $7.52K
|
10.2K
$135K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-696- 5.42% |
$7.61K - $8.25K
|
12.2K
$161K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-696- 4.82% |
$7.61K - $8.25K
|
13.7K
$182K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-747- 83.28% |
$8.17K - $8.86K
|
150
$1.98K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-760- 25.22% |
$8.31K - $9.01K
|
2.25K
$29.8K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-762- 5.31% |
$8.34K - $9.04K
|
13.6K
$180K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-803- 3.81% |
$8.78K - $9.52K
|
20.3K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-897- 47.39% |
$9.81K - $10.6K
|
996
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-948- 4.66% |
$10.4K - $11.2K
|
19.4K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.07K- 8.69% |
$11.7K - $12.7K
|
11.3K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-1.12K- 3.44% |
$12.3K - $13.3K
|
31.6K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.13K- 3.45% |
$12.4K - $13.4K
|
31.6K
$418K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.19K- 11.02% |
$13K - $14.1K
|
9.59K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 6.24% |
$14.8K - $16K
|
20.3K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-1.35K- 6.24% |
$14.8K - $16K
|
20.3K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.4K- 1.98% |
$15.3K - $16.6K
|
69.1K
$913K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.52K- 28.29% |
$16.6K - $18K
|
3.84K
$50.8K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.59K- 4.4% |
$17.4K - $18.8K
|
34.5K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.62K- 12.29% |
$17.7K - $19.2K
|
11.5K
$152K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-1.8K- 47.37% |
$19.7K - $21.3K
|
2K
$26.4K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.91K- 7.71% |
$20.9K - $22.6K
|
22.8K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2K- 63.51% |
$21.9K - $23.7K
|
1.15K
$15.2K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 10.8% |
$23.7K - $25.7K
|
17.9K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.29K- 11.72% |
$25K - $27.1K
|
17.2K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-2.31K- 95.84% |
$25.2K - $27.3K
|
100
$1.32K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.32K- 7.18% |
$25.4K - $27.5K
|
30K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.36K- 8.47% |
$25.9K - $28K
|
25.5K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 4.32% |
$28.4K - $30.8K
|
57.4K
$759K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.6K- 77.61% |
$28.4K - $30.8K
|
750
$9.92K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.62K- 11.09% |
$28.7K - $31.1K
|
21K
$278K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 2.9% |
$28.9K - $31.3K
|
88.4K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.68K- 7.62% |
$29.3K - $31.8K
|
32.5K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.8K- 33.14% |
$30.6K - $33.2K
|
5.65K
$74.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.94K- 10.91% |
$32.1K - $34.8K
|
24K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.03K- 7.79% |
$33.2K - $36K
|
35.9K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.06K- 2.18% |
$33.5K - $36.3K
|
138K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.13K- 1.74% |
$34.3K - $37.2K
|
177K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.25K- 20.79% |
$35.6K - $38.5K
|
12.4K
$164K
|