Purchases and Sales Made in Q2 2022 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.07K+ 278.18% |
$18K - $23.6K
|
1.46K
$16.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.05K+ 8.5% |
$17.7K - $23.2K
|
13.4K
$156K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
931+ 13.86% |
$15.7K - $20.6K
|
7.65K
$89K
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
928+ 0.68% |
$15.6K - $20.5K
|
136K
$1.59M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
875New |
$14.7K - $19.3K
|
875
$10.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
854+ 162.36% |
$14.4K - $18.9K
|
1.38K
$16.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
852+ 6.15% |
$14.3K - $18.8K
|
14.7K
$171K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
840+ 0.58% |
$14.1K - $18.5K
|
146K
$1.7M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
838+ 0.76% |
$14.1K - $18.5K
|
112K
$1.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
822+ 1.89% |
$13.8K - $18.1K
|
44.2K
$515K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
775+ 4.94% |
$13K - $17.1K
|
16.5K
$192K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
770New |
$13K - $17K
|
770
$8.96K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
750+ 21.37% |
$12.6K - $16.6K
|
4.26K
$49.6K
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
BUY
|
- |
726+ 0.71% |
$12.2K - $16K
|
102K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
725+ 6.2% |
$12.2K - $16K
|
12.4K
$145K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
720+ 1.09% |
$12.1K - $15.9K
|
67K
$780K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
663+ 6.4% |
$11.2K - $14.6K
|
11K
$128K
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
659+ 3.03% |
$11.1K - $14.6K
|
22.4K
$261K
|
|
|
Jul 27, 2022
Q2 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
631+ 0.76% |
$10.6K - $13.9K
|
83.5K
$972K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
589+ 3.56% |
$9.91K - $13K
|
17.1K
$199K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
557+ 35.73% |
$9.37K - $12.3K
|
2.12K
$24.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
539+ 1.33% |
$9.07K - $11.9K
|
41.1K
$478K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
525+ 2.14% |
$8.83K - $11.6K
|
25K
$291K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
504+ 48.88% |
$8.48K - $11.1K
|
1.54K
$17.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
495+ 22.91% |
$8.33K - $10.9K
|
2.66K
$30.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
477+ 3.7% |
$8.02K - $10.5K
|
13.4K
$156K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
450+ 2.54% |
$7.57K - $9.94K
|
18.2K
$212K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
450+ 8.65% |
$7.57K - $9.94K
|
5.66K
$65.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
437+ 16.26% |
$7.35K - $9.65K
|
3.13K
$36.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
419+ 0.29% |
$7.05K - $9.25K
|
146K
$1.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
400New |
$6.73K - $8.83K
|
400
$4.66K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
342+ 114.77% |
$5.75K - $7.55K
|
640
$7.45K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
326+ 1.73% |
$5.48K - $7.2K
|
19.2K
$224K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
316+ 0.75% |
$5.32K - $6.98K
|
42.4K
$493K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
260+ 2.47% |
$4.37K - $5.74K
|
10.8K
$126K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
256+ 17.07% |
$4.31K - $5.65K
|
1.76K
$20.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
254+ 42.33% |
$4.27K - $5.61K
|
854
$9.94K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
252+ 0.42% |
$4.24K - $5.56K
|
60.2K
$700K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
245+ 1.43% |
$4.12K - $5.41K
|
17.4K
$202K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
220+ 8.37% |
$3.7K - $4.86K
|
2.85K
$33.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
220+ 0.4% |
$3.7K - $4.86K
|
55.6K
$647K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
214+ 0.64% |
$3.6K - $4.73K
|
33.9K
$394K
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
214+ 2.59% |
$3.6K - $4.73K
|
8.49K
$98.8K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$3.36K - $4.42K
|
200
$2.33K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
196+ 156.8% |
$3.3K - $4.33K
|
321
$3.74K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
188+ 0.56% |
$3.16K - $4.15K
|
33.6K
$391K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
179+ 994.44% |
$3.01K - $3.95K
|
197
$2.29K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
149+ 0.91% |
$2.51K - $3.29K
|
16.6K
$193K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
141+ 0.77% |
$2.37K - $3.11K
|
18.4K
$214K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
140+ 0.74% |
$2.35K - $3.09K
|
18.9K
$220K
|