Purchases and Sales Made in Q1 2022 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.88K+ 1.37% |
$50.6K - $62K
|
214K
$2.49M
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.86K+ 24.17% |
$50.2K - $61.5K
|
14.7K
$171K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.85K+ 20.94% |
$50K - $61.2K
|
16.4K
$191K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.82K+ 25.59% |
$49.6K - $60.7K
|
13.8K
$161K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.78K+ 3.53% |
$48.8K - $59.7K
|
81.3K
$947K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.74K+ 5.95% |
$48.2K - $59K
|
48.9K
$569K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.72K+ 19.77% |
$47.7K - $58.4K
|
16.4K
$191K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.5K+ 245.81% |
$43.8K - $53.7K
|
3.51K
$40.9K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.45KNew |
$43K - $52.7K
|
2.45K
$28.5K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.43K+ 8.92% |
$42.7K - $52.3K
|
29.7K
$345K
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.4K+ 22.12% |
$42.2K - $51.6K
|
13.3K
$154K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.37K+ 430.55% |
$41.6K - $51K
|
2.92K
$34K
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
2.35K+ 12.17% |
$41.3K - $50.6K
|
21.7K
$252K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.29K+ 9.33% |
$40.3K - $49.4K
|
26.9K
$313K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.2K+ 2.33% |
$38.6K - $47.3K
|
96.3K
$1.12M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.17K+ 0.87% |
$38.1K - $46.7K
|
252K
$2.93M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.16KNew |
$38K - $46.5K
|
2.16K
$25.2K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
2.07K+ 2.08% |
$36.3K - $44.5K
|
102K
$1.18M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.05K+ 61.96% |
$36K - $44.1K
|
5.35K
$62.3K
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2KNew |
$35.1K - $43K
|
2K
$23.3K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$35.1K - $43K
|
2K
$23.3K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.95K+ 14.8% |
$34.3K - $42K
|
15.1K
$176K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.92K+ 6.65% |
$33.6K - $41.2K
|
30.7K
$358K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.88K+ 12.94% |
$33.1K - $40.5K
|
16.4K
$191K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.83K+ 14.87% |
$32.2K - $39.5K
|
14.2K
$165K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.83KNew |
$32.2K - $39.4K
|
1.83K
$21.3K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.69K+ 9.9% |
$29.6K - $36.3K
|
18.7K
$218K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.69KNew |
$29.6K - $36.3K
|
1.69K
$19.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.59K+ 11.13% |
$27.9K - $34.2K
|
15.9K
$185K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 747.52% |
$26.5K - $32.5K
|
1.71K
$19.9K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.5K+ 15.25% |
$26.4K - $32.3K
|
11.4K
$132K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
1.5K+ 10.26% |
$26.4K - $32.3K
|
16.1K
$188K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 5.69% |
$26.2K - $32.1K
|
27.7K
$322K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.45K+ 28.52% |
$25.4K - $31.1K
|
6.52K
$75.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.39K+ 8.73% |
$24.4K - $29.9K
|
17.3K
$201K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.38K+ 2.85% |
$24.2K - $29.6K
|
49.6K
$577K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
1.37K+ 14.04% |
$24.1K - $29.5K
|
11.1K
$129K
|
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.28K+ 1.76% |
$22.5K - $27.6K
|
74K
$862K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.25K+ 12.6% |
$21.9K - $26.8K
|
11.1K
$129K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2K+ 19.21% |
$21.1K - $25.8K
|
7.45K
$86.7K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.18K+ 2.51% |
$20.7K - $25.3K
|
48K
$559K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.17K+ 11.43% |
$20.5K - $25.1K
|
11.4K
$132K
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 2.65% |
$20.2K - $24.8K
|
44.6K
$520K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.15K+ 0.7% |
$20.1K - $24.6K
|
164K
$1.91M
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.13K+ 216.06% |
$19.9K - $24.3K
|
1.65K
$19.2K
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
1.11K+ 8.38% |
$19.5K - $23.8K
|
14.3K
$167K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.1K+ 3.44% |
$19.3K - $23.7K
|
33.1K
$385K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
900+ 230.77% |
$15.8K - $19.4K
|
1.29K
$15K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
794New |
$14K - $17.1K
|
794
$9.24K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
750+ 8.69% |
$13.2K - $16.1K
|
9.38K
$109K
|