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 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.76K- 17.49% |
$31.3K - $40K
|
13K
$152K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.9K- 7.82% |
$32.9K - $42K
|
34.1K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.9K- 90.25% |
$32.9K - $42K
|
313
$3.67K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.9K- 15.07% |
$32.9K - $42.1K
|
16.3K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.96K- 16.75% |
$33.6K - $42.9K
|
14.7K
$172K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.01K- 7.87% |
$34.1K - $43.6K
|
35.2K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.12K- 22.9% |
$35.4K - $45.2K
|
10.5K
$123K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 12.42% |
$35.5K - $45.4K
|
22.1K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.14K- 20.39% |
$35.6K - $45.6K
|
12.3K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.16K- 4.33% |
$35.8K - $45.8K
|
69.8K
$818K
|
|
|
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
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.3K- 24.72% |
$37.5K - $47.9K
|
10.1K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.39K- 7.43% |
$38.5K - $49.2K
|
42.2K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.5K- 12.4% |
$39.7K - $50.8K
|
24.7K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.59K- 11.88% |
$40.7K - $52K
|
26.6K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-3.62K- 7.0% |
$41K - $52.5K
|
48K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.64K- 18.7% |
$41.3K - $52.8K
|
15.8K
$185K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.66K- 26.65% |
$41.5K - $53.1K
|
10.1K
$118K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.77K- 26.62% |
$42.8K - $54.7K
|
10.4K
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.9K- 23.43% |
$44.3K - $56.6K
|
12.8K
$150K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4K- 84.67% |
$45.4K - $58K
|
724
$8.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.29K- 18.05% |
$48.7K - $62.3K
|
19.5K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.38K- 2.37% |
$49.7K - $63.6K
|
181K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.4K- 10.15% |
$49.9K - $63.8K
|
38.9K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.82K- 5.79% |
$54.7K - $70K
|
78.5K
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-4.85K- 18.32% |
$55K - $70.4K
|
21.6K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.91K- 16.75% |
$55.7K - $71.2K
|
24.4K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.05K- 63.41% |
$57.3K - $73.3K
|
2.92K
$34.2K
|
|
|
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
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.62K- 58.08% |
$63.8K - $81.6K
|
4.06K
$47.6K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.68K- 21.83% |
$64.4K - $82.4K
|
20.3K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.71K- 21.9% |
$64.8K - $82.8K
|
20.4K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.06K- 13.89% |
$68.8K - $88K
|
37.6K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-6.18K- 5.7% |
$70.1K - $89.6K
|
102K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.21K- 2.8% |
$70.4K - $90K
|
216K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.21K- 36.3% |
$70.5K - $90.2K
|
10.9K
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.44K- 24.71% |
$73.1K - $93.4K
|
19.6K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.54K- 86.02% |
$74.3K - $94.9K
|
1.06K
$12.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-6.67K- 85.18% |
$75.6K - $96.7K
|
1.16K
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.75K- 60.7% |
$76.6K - $98K
|
4.37K
$51.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.79K- 14.04% |
$77.1K - $98.5K
|
41.6K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.89K- 21.43% |
$78.2K - $100K
|
25.3K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-7.19K- 28.49% |
$81.5K - $104K
|
18K
$211K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.7K- 35.21% |
$87.3K - $112K
|
14.2K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.78K- 59.15% |
$88.3K - $113K
|
5.37K
$63K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.3K- 12.14% |
$94.2K - $120K
|
60K
$703K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8.49K- 47.73% |
$96.4K - $123K
|
9.3K
$109K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.91K- 9.81% |
$112K - $144K
|
91.1K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.3K- 20.72% |
$117K - $149K
|
39.4K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 40.94% |
$118K - $151K
|
15K
$176K
|