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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
369+ 410.0% |
$6.76K - $7.88K
|
459
$5.34K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
364+ 2.51% |
$6.67K - $7.78K
|
14.9K
$173K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
350+ 1.65% |
$6.41K - $7.48K
|
21.6K
$251K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
329New |
$6.03K - $7.03K
|
329
$3.83K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
325+ 1.71% |
$5.95K - $6.94K
|
19.3K
$224K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
292+ 2.63% |
$5.35K - $6.24K
|
11.4K
$133K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
289+ 18.84% |
$5.29K - $6.17K
|
1.82K
$21.2K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
272New |
$4.98K - $5.81K
|
272
$3.17K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
250+ 2.08% |
$4.58K - $5.34K
|
12.3K
$143K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
246+ 10.57% |
$4.51K - $5.25K
|
2.57K
$30K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
245+ 4900.0% |
$4.49K - $5.23K
|
250
$2.91K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
243+ 22.15% |
$4.45K - $5.19K
|
1.34K
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
212+ 6.26% |
$3.88K - $4.53K
|
3.6K
$41.9K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
200+ 1.35% |
$3.66K - $4.27K
|
15.1K
$175K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
179+ 5.56% |
$3.28K - $3.82K
|
3.4K
$39.6K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
173+ 1.1% |
$3.17K - $3.7K
|
15.9K
$185K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
160New |
$2.93K - $3.42K
|
160
$1.86K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
159+ 3.81% |
$2.91K - $3.4K
|
4.33K
$50.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
159+ 636.0% |
$2.91K - $3.4K
|
184
$2.14K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
153+ 1.05% |
$2.8K - $3.27K
|
14.8K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
150New |
$2.75K - $3.2K
|
150
$1.75K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
134+ 1.05% |
$2.45K - $2.86K
|
12.9K
$151K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
113+ 0.39% |
$2.07K - $2.41K
|
28.9K
$337K
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
105+ 0.51% |
$1.92K - $2.24K
|
20.5K
$239K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
102New |
$1.87K - $2.18K
|
102
$1.19K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 0.81% |
$1.83K - $2.14K
|
12.4K
$145K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
92+ 0.4% |
$1.69K - $1.97K
|
23.3K
$272K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
90+ 0.6% |
$1.65K - $1.92K
|
15K
$175K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 60.0% |
$1.65K - $1.92K
|
240
$2.79K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
86New |
$1.58K - $1.84K
|
86
$1K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
86New |
$1.58K - $1.84K
|
86
$1K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
76+ 0.46% |
$1.39K - $1.62K
|
16.8K
$195K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
66+ 0.67% |
$1.21K - $1.41K
|
9.86K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
66+ 0.67% |
$1.21K - $1.41K
|
9.86K
$115K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
60+ 0.36% |
$1.1K - $1.28K
|
16.6K
$193K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
59+ 7.66% |
$1.08K - $1.26K
|
829
$9.65K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
50+ 0.42% |
$916 - $1.07K
|
12K
$139K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 0.1% |
$916 - $1.07K
|
49.5K
$576K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
50+ 0.43% |
$916 - $1.07K
|
11.8K
$137K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
45+ 0.14% |
$824 - $961
|
31.7K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
43+ 0.91% |
$788 - $918
|
4.77K
$55.5K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
42New |
$769 - $897
|
42
$489
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 6.07% |
$714 - $833
|
682
$7.94K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 0.6% |
$568 - $662
|
5.18K
$60.3K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
31+ 2.85% |
$568 - $662
|
1.12K
$13K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
27+ 4.91% |
$495 - $577
|
577
$6.72K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
25+ 0.21% |
$458 - $534
|
11.8K
$137K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
20+ 0.2% |
$366 - $427
|
10.2K
$119K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$275 - $320
|
15
$175
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7+ 9.09% |
$128 - $150
|
84
$978
|