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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-376- 2.39% |
$4.27K - $5.46K
|
15.3K
$172K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-381- 0.51% |
$4.32K - $5.53K
|
74.6K
$839K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-511- 6.9% |
$5.8K - $7.41K
|
6.9K
$77.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-530- 3.54% |
$6.02K - $7.69K
|
14.4K
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-535- 37.1% |
$6.07K - $7.76K
|
907
$10.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-553- 57.42% |
$6.28K - $8.02K
|
410
$4.61K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-554- 54.74% |
$6.29K - $8.04K
|
458
$5.15K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-722- 2.28% |
$8.19K - $10.5K
|
30.9K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-738- 20.99% |
$8.38K - $10.7K
|
2.78K
$31.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-900- 6.23% |
$10.2K - $13.1K
|
13.5K
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-910- 16.43% |
$10.3K - $13.2K
|
4.63K
$52.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-931- 7.46% |
$10.6K - $13.5K
|
11.6K
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-958- 0.85% |
$10.9K - $13.9K
|
111K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-990- 98.51% |
$11.2K - $14.4K
|
15
$169
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 48.18% |
$11.4K - $14.6K
|
1.08K
$12.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.1K- 98.48% |
$12.5K - $16K
|
17
$191
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.11K- 7.5% |
$12.6K - $16K
|
13.6K
$154K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 5.26% |
$12.6K - $16.2K
|
20.1K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.13K- 87.85% |
$12.8K - $16.4K
|
156
$1.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.21K- 3.24% |
$13.7K - $17.5K
|
36K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.63K- 30.93% |
$18.5K - $23.7K
|
3.64K
$41K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.78K- 8.16% |
$20.1K - $25.8K
|
20K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 97.78% |
$22K - $28.1K
|
44
$495
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.99K- 57.89% |
$22.6K - $28.9K
|
1.45K
$16.3K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.02K- 53.9% |
$22.9K - $29.3K
|
1.73K
$19.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.07K- 9.96% |
$23.5K - $30K
|
18.7K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.3K- 13.98% |
$26.1K - $33.4K
|
14.2K
$159K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.34K- 99.96% |
$26.5K - $33.9K
|
1
$11.3
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.58K- 17.32% |
$29.3K - $37.4K
|
12.3K
$138K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.58K- 14.6% |
$29.3K - $37.5K
|
15.1K
$170K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.76K- 17.49% |
$31.3K - $40K
|
13K
$146K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.9K- 7.82% |
$32.9K - $42K
|
34.1K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.9K- 90.25% |
$32.9K - $42K
|
313
$3.52K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.12K- 22.9% |
$35.4K - $45.2K
|
10.5K
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 12.42% |
$35.5K - $45.4K
|
22.1K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.14K- 20.39% |
$35.6K - $45.6K
|
12.3K
$138K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.2K- 13.5% |
$36.3K - $46.4K
|
20.5K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.5K- 12.4% |
$39.7K - $50.8K
|
24.7K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-3.62K- 7.0% |
$41K - $52.5K
|
48K
$540K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.64K- 18.7% |
$41.3K - $52.8K
|
15.8K
$178K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.66K- 26.65% |
$41.5K - $53.1K
|
10.1K
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.77K- 26.62% |
$42.8K - $54.7K
|
10.4K
$117K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.9K- 23.43% |
$44.3K - $56.6K
|
12.8K
$144K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4K- 84.67% |
$45.4K - $58K
|
724
$8.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.4K- 10.15% |
$49.9K - $63.8K
|
38.9K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.82K- 5.79% |
$54.7K - $70K
|
78.5K
$883K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.05K- 63.41% |
$57.3K - $73.3K
|
2.92K
$32.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-5.43K- 17.45% |
$61.6K - $78.8K
|
25.7K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.62K- 58.08% |
$63.8K - $81.6K
|
4.06K
$45.7K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.68K- 21.83% |
$64.4K - $82.4K
|
20.3K
$229K
|