Purchases and Sales Made in Q3 2024 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
660KNew |
$8.75M - $9.75M
|
660K
$8.62M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
222K+ 1364.47% |
$2.94M - $3.28M
|
238K
$3.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
119KNew |
$1.58M - $1.76M
|
119K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
111K+ 9.18% |
$1.48M - $1.64M
|
1.32M
$17.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
62K+ 58.76% |
$822K - $916K
|
168K
$2.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
40.9K+ 9.38% |
$542K - $603K
|
476K
$6.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
26.7K+ 1532.15% |
$355K - $395K
|
28.5K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
24.5K+ 94.08% |
$325K - $362K
|
50.5K
$660K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
22.9KNew |
$304K - $339K
|
22.9K
$299K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
21.7K+ 1.46% |
$287K - $320K
|
1.51M
$19.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
16.7KNew |
$221K - $246K
|
16.7K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.5KNew |
$166K - $185K
|
12.5K
$163K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
10.3K+ 13.15% |
$137K - $153K
|
89K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.61K+ 51.41% |
$114K - $127K
|
25.4K
$331K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.47K+ 13.48% |
$112K - $125K
|
71.3K
$931K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.65KNew |
$101K - $113K
|
7.65K
$99.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
7.43K+ 3.71% |
$98.5K - $110K
|
208K
$2.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
7.43K+ 5.87% |
$98.5K - $110K
|
134K
$1.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.4K+ 2.14% |
$58.3K - $65K
|
210K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.94KNew |
$52.3K - $58.3K
|
3.94K
$51.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.59K+ 26.36% |
$47.6K - $53.1K
|
17.2K
$225K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.34K+ 4.17% |
$44.2K - $49.3K
|
83.3K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.3K+ 5.35% |
$43.7K - $48.7K
|
65K
$849K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.19K+ 11.38% |
$42.3K - $47.1K
|
31.2K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3K+ 20.88% |
$39.8K - $44.3K
|
17.4K
$227K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.58K+ 14.78% |
$34.2K - $38.1K
|
20K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.08KNew |
$27.6K - $30.8K
|
2.08K
$27.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.76K+ 5.16% |
$23.3K - $25.9K
|
35.7K
$467K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.68K+ 1.52% |
$22.2K - $24.8K
|
112K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.59K+ 1.42% |
$21.1K - $23.5K
|
113K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.55K+ 4.0% |
$20.5K - $22.8K
|
40.2K
$525K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.08K+ 5.36% |
$14.4K - $16K
|
21.3K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
775+ 4.88% |
$10.3K - $11.4K
|
16.7K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
747+ 498.0% |
$9.91K - $11K
|
897
$11.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
700New |
$9.28K - $10.3K
|
700
$9.14K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
527+ 4.7% |
$6.99K - $7.78K
|
11.7K
$153K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
502+ 2.62% |
$6.66K - $7.41K
|
19.7K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
418New |
$5.54K - $6.17K
|
418
$5.46K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
409+ 3.34% |
$5.42K - $6.04K
|
12.7K
$165K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
379+ 17.13% |
$5.03K - $5.6K
|
2.59K
$33.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
250New |
$3.32K - $3.69K
|
250
$3.27K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
237+ 1.93% |
$3.14K - $3.5K
|
12.5K
$164K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
229+ 5.09% |
$3.04K - $3.38K
|
4.72K
$61.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
209+ 0.99% |
$2.77K - $3.09K
|
21.4K
$279K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
150New |
$1.99K - $2.22K
|
150
$1.96K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
145New |
$1.92K - $2.14K
|
145
$1.89K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
124+ 0.87% |
$1.64K - $1.83K
|
14.4K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
121+ 12.98% |
$1.6K - $1.79K
|
1.05K
$13.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
120+ 0.43% |
$1.59K - $1.77K
|
28.2K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
100+ 0.48% |
$1.33K - $1.48K
|
20.8K
$271K
|