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 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-7.19K- 28.49% |
$81.5K - $104K
|
18K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8.49K- 47.73% |
$96.4K - $123K
|
9.3K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.91K- 9.81% |
$112K - $144K
|
91.1K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 40.94% |
$118K - $151K
|
15K
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.3K- 12.02% |
$128K - $164K
|
82.9K
$932K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 51.49% |
$130K - $166K
|
10.8K
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.8K- 20.16% |
$134K - $171K
|
46.7K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-12.5K- 8.17% |
$142K - $182K
|
141K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12.9K- 79.38% |
$146K - $187K
|
3.35K
$37.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.5K- 29.52% |
$154K - $196K
|
32.3K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.6K- 2.98% |
$154K - $197K
|
442K
$4.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-15.6K- 59.32% |
$177K - $226K
|
10.7K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-16.2K- 75.83% |
$183K - $234K
|
5.15K
$57.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-18.5K- 25.89% |
$209K - $268K
|
52.8K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-18.8K- 67.1% |
$214K - $273K
|
9.24K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.3K- 48.02% |
$219K - $280K
|
20.9K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-21.3K- 15.04% |
$241K - $309K
|
120K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.8K- 98.51% |
$270K - $345K
|
360
$4.05K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-23.8K- 2.5% |
$270K - $346K
|
931K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-25.6K- 89.46% |
$290K - $371K
|
3.01K
$33.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-27.5K- 15.95% |
$312K - $398K
|
145K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.9K- 41.89% |
$316K - $404K
|
38.7K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-44.3K- 9.29% |
$502K - $642K
|
432K
$4.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-73.7K- 76.64% |
$836K - $1.07M
|
22.5K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-110K- 92.32% |
$1.25M - $1.6M
|
9.17K
$103K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-222K- 93.13% |
$2.52M - $3.22M
|
16.4K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-226K- 25.13% |
$2.56M - $3.27M
|
672K
$7.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.49M- 98.73% |
$16.9M - $21.6M
|
19.1K
$215K
|