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 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.32K- 12.92% |
$36.3K - $39.3K
|
22.4K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.53K- 18.43% |
$38.6K - $41.8K
|
15.6K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-4.02K- 8.1% |
$44K - $47.7K
|
45.7K
$604K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.13K- 8.33% |
$45.2K - $49K
|
45.5K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.9K- 11.78% |
$53.6K - $58.1K
|
36.7K
$485K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5K- 53.77% |
$54.7K - $59.3K
|
4.3K
$56.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.14K- 32.49% |
$56.2K - $60.9K
|
10.7K
$141K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.15K- 25.33% |
$56.3K - $61.1K
|
15.2K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.81K- 27.81% |
$63.5K - $68.9K
|
15.1K
$199K
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-6.06K- 37.47% |
$66.2K - $71.8K
|
10.1K
$134K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-6.34K- 28.23% |
$69.3K - $75.2K
|
16.1K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.5K- 33.17% |
$71.1K - $77.1K
|
13.1K
$173K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-6.74K- 11.09% |
$73.7K - $79.9K
|
54K
$714K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.76K- 8.15% |
$73.9K - $80.1K
|
76.1K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.78K- 25.5% |
$74.2K - $80.4K
|
19.8K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.12K- 36.28% |
$77.9K - $84.4K
|
12.5K
$165K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.63K- 42.0% |
$83.5K - $90.5K
|
10.5K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.26K- 33.87% |
$90.4K - $98K
|
16.1K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-8.41K- 10.71% |
$92K - $99.7K
|
70.1K
$926K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-8.86K- 40.24% |
$96.9K - $105K
|
13.1K
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-9.11K- 98.65% |
$99.7K - $108K
|
125
$1.65K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-9.12K- 99.45% |
$99.8K - $108K
|
50
$661
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.4K- 4.19% |
$103K - $111K
|
215K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.9K- 26.34% |
$108K - $117K
|
27.7K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-10.5K- 32.2% |
$115K - $124K
|
22.1K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.7K- 30.36% |
$128K - $139K
|
26.9K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.9K- 25.57% |
$131K - $142K
|
34.8K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-12.4K- 48.97% |
$135K - $147K
|
12.9K
$171K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-12.4K- 20.97% |
$136K - $147K
|
46.8K
$619K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.4K- 40.14% |
$136K - $147K
|
18.5K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.6K- 10.59% |
$138K - $149K
|
106K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12.6K- 13.01% |
$138K - $150K
|
84.4K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.7K- 3.53% |
$139K - $151K
|
347K
$4.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-15K- 46.21% |
$164K - $178K
|
17.5K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.3K- 20.78% |
$168K - $182K
|
58.4K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-16K- 50.0% |
$175K - $189K
|
16K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-16.1K- 2.18% |
$176K - $191K
|
722K
$9.54M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-17.1K- 43.47% |
$188K - $203K
|
22.3K
$295K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-17.4K- 17.69% |
$190K - $206K
|
80.9K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-20.1K- 16.7% |
$220K - $238K
|
100K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-22K- 16.3% |
$240K - $260K
|
113K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-23K- 15.89% |
$251K - $273K
|
122K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 4.02% |
$276K - $299K
|
603K
$7.97M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31.1K- 10.59% |
$340K - $368K
|
262K
$3.47M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-33.4K- 69.61% |
$366K - $397K
|
14.6K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-38.5K- 43.55% |
$422K - $457K
|
49.9K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-43.8K- 57.96% |
$479K - $520K
|
31.8K
$420K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-44.6K- 55.19% |
$488K - $529K
|
36.2K
$479K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.7K- 20.74% |
$489K - $530K
|
171K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-51.6K- 74.51% |
$564K - $612K
|
17.7K
$233K
|