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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-448- 18.69% |
$7.87K - $9.64K
|
1.95K
$22.7K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-500- 2.25% |
$8.79K - $10.8K
|
21.7K
$253K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-509- 3.59% |
$8.94K - $11K
|
13.7K
$159K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-527- 76.27% |
$9.26K - $11.3K
|
164
$1.91K
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-600- 2.82% |
$10.5K - $12.9K
|
20.7K
$241K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-620- 0.8% |
$10.9K - $13.3K
|
77.4K
$901K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-657Closed |
$11.5K - $14.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-665- 23.59% |
$11.7K - $14.3K
|
2.15K
$25.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-684- 5.65% |
$12K - $14.7K
|
11.4K
$133K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-754Closed |
$13.2K - $16.2K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-854Closed |
$15K - $18.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-879- 9.46% |
$15.4K - $18.9K
|
8.42K
$98K
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-881- 4.66% |
$15.5K - $19K
|
18K
$210K
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-920- 1.39% |
$16.2K - $19.8K
|
65.4K
$761K
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-933- 7.98% |
$16.4K - $20.1K
|
10.8K
$125K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-936- 11.73% |
$16.4K - $20.1K
|
7.04K
$82K
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 1.77% |
$17.6K - $21.5K
|
55.4K
$645K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1.05K- 5.8% |
$18.4K - $22.6K
|
17K
$198K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.07K- 7.34% |
$18.7K - $23K
|
13.5K
$157K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.1K- 71.8% |
$19.2K - $23.6K
|
430
$5.01K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.2K- 0.72% |
$21K - $25.7K
|
165K
$1.92M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.21K- 4.7% |
$21.3K - $26K
|
24.5K
$286K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.25K- 2.25% |
$22K - $26.9K
|
54.4K
$633K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.31KClosed |
$22.9K - $28.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.32K- 0.48% |
$23.2K - $28.4K
|
273K
$3.18M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.37K- 4.31% |
$24.1K - $29.5K
|
30.4K
$354K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.4K- 9.17% |
$24.6K - $30.1K
|
13.9K
$161K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.41K- 3.69% |
$24.7K - $30.3K
|
36.7K
$428K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.42K- 4.43% |
$25K - $30.6K
|
30.7K
$357K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.51KClosed |
$26.6K - $32.6K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.54K- 8.95% |
$27.1K - $33.2K
|
15.7K
$183K
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.58K- 6.32% |
$27.7K - $34K
|
23.4K
$273K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.59K- 7.97% |
$28K - $34.3K
|
18.4K
$214K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.64K- 11.29% |
$28.8K - $35.3K
|
12.9K
$150K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.8K- 4.24% |
$31.5K - $38.6K
|
40.5K
$472K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.01KClosed |
$35.4K - $43.3K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.06K- 6.33% |
$36.2K - $44.4K
|
30.5K
$355K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.07KClosed |
$36.4K - $44.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.1KClosed |
$36.9K - $45.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.15K- 17.52% |
$37.7K - $46.2K
|
10.1K
$118K
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.16K- 0.34% |
$37.9K - $46.4K
|
628K
$7.31M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.18KClosed |
$38.4K - $47K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.2K- 1.71% |
$38.6K - $47.3K
|
127K
$1.47M
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-2.23K- 17.74% |
$39.2K - $48K
|
10.3K
$120K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.24K- 71.12% |
$39.3K - $48.2K
|
909
$10.6K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.35K- 9.8% |
$41.3K - $50.6K
|
21.6K
$252K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.43K- 8.85% |
$42.6K - $52.2K
|
25K
$291K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.48KClosed |
$43.6K - $53.4K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.5KClosed |
$43.9K - $53.8K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-2.54K- 18.91% |
$44.6K - $54.7K
|
10.9K
$127K
|