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 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-8.72K- 24.05% |
$153K - $188K
|
27.5K
$321K
|
|
Apr 21, 2022
Q1 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-8.82KClosed |
$155K - $190K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.54KClosed |
$168K - $205K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.59K- 57.77% |
$168K - $206K
|
7.01K
$81.6K
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9.69KClosed |
$170K - $208K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-9.74KClosed |
$171K - $209K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.97K- 50.93% |
$175K - $215K
|
9.61K
$112K
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10.1K- 11.41% |
$177K - $216K
|
78K
$908K
|
|
May 13, 2022
Q1 2022
|
Candriam S.C.A.
|
SELL
|
- |
-10.1KClosed |
$177K - $217K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$178K - $217K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-10.2KClosed |
$180K - $220K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-10.4KClosed |
$182K - $223K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.6KClosed |
$186K - $227K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-10.6K- 29.48% |
$186K - $228K
|
25.3K
$295K
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-10.8KClosed |
$190K - $233K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11.2KClosed |
$197K - $241K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-12.2KClosed |
$215K - $263K
|
0
$0
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-12.3K- 50.65% |
$216K - $265K
|
12K
$140K
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.8K- 44.11% |
$225K - $275K
|
16.2K
$189K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-14.1KClosed |
$249K - $304K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-14.2K- 42.93% |
$250K - $306K
|
18.9K
$220K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-14.3KClosed |
$251K - $307K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-14.9K- 57.76% |
$261K - $320K
|
10.9K
$127K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15.2KClosed |
$267K - $327K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-15.7K- 41.67% |
$276K - $338K
|
22K
$256K
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-15.9K- 8.75% |
$279K - $342K
|
166K
$1.93M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$286K - $350K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-16.4K- 44.11% |
$288K - $353K
|
20.8K
$242K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.5K- 25.35% |
$290K - $355K
|
48.6K
$565K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.5K- 5.0% |
$291K - $356K
|
314K
$3.65M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.6K- 27.72% |
$292K - $358K
|
43.4K
$505K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.6K- 27.72% |
$292K - $358K
|
43.4K
$505K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.8K- 23.89% |
$295K - $361K
|
53.4K
$622K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-17.1K- 36.58% |
$300K - $368K
|
29.7K
$345K
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-17.5K- 22.43% |
$307K - $376K
|
60.5K
$704K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17.8K- 13.82% |
$313K - $383K
|
111K
$1.29M
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-17.9K- 57.44% |
$315K - $386K
|
13.3K
$155K
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-18.1K- 46.2% |
$318K - $390K
|
21.1K
$246K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-19K- 34.63% |
$334K - $409K
|
35.8K
$417K
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-19.7KClosed |
$346K - $423K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.7K- 24.06% |
$346K - $423K
|
62.1K
$723K
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-20.7K- 42.83% |
$363K - $444K
|
27.6K
$321K
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-21.4KClosed |
$376K - $461K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
SELL
|
- |
-21.8K- 4.3% |
$384K - $470K
|
487K
$5.67M
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-21.9K- 66.67% |
$385K - $472K
|
11K
$128K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-21.9KClosed |
$385K - $472K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-23.2KClosed |
$407K - $499K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-23.2KClosed |
$407K - $499K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 74.03% |
$414K - $507K
|
8.27K
$96.3K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-24.5K- 39.26% |
$431K - $527K
|
37.9K
$441K
|