Purchases and Sales Made in Q4 2024 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49.4K+ 29.46% |
$560K - $716K
|
217K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
27KNew |
$306K - $391K
|
27K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.6K+ 70.23% |
$290K - $371K
|
62K
$692K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25.3K+ 81.11% |
$287K - $367K
|
56.5K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
21.1KNew |
$239K - $306K
|
21.1K
$236K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 52.7% |
$194K - $248K
|
49.4K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.8KNew |
$157K - $200K
|
13.8K
$154K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
9.37K+ 10.54% |
$106K - $136K
|
98.3K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.95K+ 53.45% |
$90.2K - $115K
|
22.8K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.88K+ 8.47% |
$44K - $56.3K
|
49.7K
$555K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.48K+ 4.95% |
$39.5K - $50.5K
|
73.7K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.86K+ 1.96% |
$21.1K - $27K
|
97K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$21K - $26.9K
|
1.85K
$20.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.71K+ 4.09% |
$19.4K - $24.8K
|
43.5K
$486K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.68K+ 0.97% |
$19.1K - $24.4K
|
175K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.45K+ 11.98% |
$16.5K - $21K
|
13.6K
$151K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.12K+ 3.14% |
$12.7K - $16.3K
|
36.9K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
900+ 8.34% |
$10.2K - $13.1K
|
11.7K
$131K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
831New |
$9.43K - $12.1K
|
831
$9.28K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
607+ 4.84% |
$6.89K - $8.81K
|
13.1K
$147K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
322+ 1.0% |
$3.65K - $4.67K
|
32.5K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
279+ 187.25% |
$3.17K - $4.05K
|
428
$4.78K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
240+ 3.12% |
$2.72K - $3.48K
|
7.93K
$88.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
59+ 1.91% |
$670 - $856
|
3.15K
$35.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
40+ 0.31% |
$454 - $580
|
13.1K
$146K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
24+ 1.02% |
$272 - $348
|
2.37K
$26.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
18+ 0.51% |
$204 - $261
|
3.52K
$39.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.01% |
$68.1 - $87.1
|
601
$6.71K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.98% |
$45.4 - $58
|
411
$4.59K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.71% |
$22.7 - $29
|
282
$3.15K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.27% |
$11.4 - $14.5
|
45
$503
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.87% |
$318 - $406
|
1.47K
$16.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 25.97% |
$1.14K - $1.45K
|
285
$3.18K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-118- 11.21% |
$1.34K - $1.71K
|
935
$10.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-120- 0.61% |
$1.36K - $1.74K
|
19.4K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-234- 1.4% |
$2.66K - $3.4K
|
16.4K
$183K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-240- 42.86% |
$2.72K - $3.48K
|
320
$3.57K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-282- 1.77% |
$3.2K - $4.09K
|
15.6K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-284- 13.43% |
$3.22K - $4.12K
|
1.83K
$20.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-511- 6.9% |
$5.8K - $7.41K
|
6.9K
$77K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-530- 3.54% |
$6.02K - $7.69K
|
14.4K
$161K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-738- 20.99% |
$8.38K - $10.7K
|
2.78K
$31K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-958- 0.85% |
$10.9K - $13.9K
|
111K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-990- 98.51% |
$11.2K - $14.4K
|
15
$168
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 48.18% |
$11.4K - $14.6K
|
1.08K
$12.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.34K- 99.96% |
$26.5K - $33.9K
|
1
$11.2
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.76K- 17.49% |
$31.3K - $40K
|
13K
$145K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 12.42% |
$35.5K - $45.4K
|
22.1K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.5K- 12.4% |
$39.7K - $50.8K
|
24.7K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.64K- 18.7% |
$41.3K - $52.8K
|
15.8K
$177K
|