Purchases and Sales Made in Q1 2023 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q1 2023. 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 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.2KNew |
$370K - $431K
|
20.2K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.7KNew |
$361K - $421K
|
19.7K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
18.5K+ 120.82% |
$339K - $395K
|
33.8K
$393K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
17.3KNew |
$317K - $370K
|
17.3K
$201K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16.7KNew |
$306K - $356K
|
16.7K
$194K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
16.1KNew |
$296K - $345K
|
16.1K
$188K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
15.7KNew |
$288K - $335K
|
15.7K
$183K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 9.34% |
$276K - $322K
|
176K
$2.05M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15KNew |
$275K - $320K
|
15K
$175K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$269K - $314K
|
14.7K
$171K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.5K+ 30.97% |
$266K - $310K
|
61.4K
$715K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14KNew |
$257K - $300K
|
14K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.9KNew |
$254K - $297K
|
13.9K
$162K
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13.7KNew |
$251K - $293K
|
13.7K
$160K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$248K - $289K
|
13.5K
$157K
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
13.5K+ 10.59% |
$248K - $289K
|
141K
$1.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
13.4KNew |
$245K - $285K
|
13.4K
$155K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.1K+ 124.77% |
$239K - $279K
|
23.5K
$274K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13K+ 8672.0% |
$238K - $278K
|
13.2K
$153K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.9KNew |
$237K - $276K
|
12.9K
$150K
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
12.4KNew |
$227K - $265K
|
12.4K
$144K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.7KNew |
$214K - $249K
|
11.7K
$136K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
11.5K+ 2.34% |
$211K - $246K
|
505K
$5.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.2KNew |
$205K - $239K
|
11.2K
$130K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2K+ 7.74% |
$205K - $239K
|
155K
$1.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
11K+ 9.91% |
$201K - $234K
|
122K
$1.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
10.8K+ 2.71% |
$198K - $230K
|
408K
$4.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
10.6KNew |
$194K - $226K
|
10.6K
$123K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10.3KNew |
$189K - $221K
|
10.3K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.3K+ 50.9% |
$188K - $219K
|
30.4K
$354K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.77KNew |
$179K - $209K
|
9.77K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
9.67K+ 46.97% |
$177K - $207K
|
30.3K
$352K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.16K+ 33.58% |
$168K - $196K
|
36.4K
$424K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9.13K+ 12.27% |
$167K - $195K
|
83.5K
$972K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.74K+ 12.74% |
$160K - $187K
|
77.3K
$900K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.67K+ 142.81% |
$159K - $185K
|
14.7K
$172K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.66K+ 62.98% |
$159K - $185K
|
22.4K
$261K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
8.55K+ 16.37% |
$157K - $183K
|
60.8K
$707K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
8.39K+ 38.25% |
$154K - $179K
|
30.3K
$353K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.37K+ 3.11% |
$153K - $179K
|
277K
$3.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 3.71% |
$153K - $179K
|
233K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.2K+ 8.98% |
$150K - $175K
|
99.5K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.13K+ 5.12% |
$149K - $174K
|
167K
$1.94M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.76K+ 101.6% |
$142K - $166K
|
15.4K
$179K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.49K+ 1643.42% |
$137K - $160K
|
7.95K
$92.5K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.11K+ 21.25% |
$130K - $152K
|
40.6K
$472K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
7.04KNew |
$129K - $150K
|
7.04K
$81.9K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
7.01KNew |
$128K - $150K
|
7.01K
$81.5K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.74KNew |
$123K - $144K
|
6.74K
$78.5K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6.6K+ 17.36% |
$121K - $141K
|
44.6K
$519K
|