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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
131+ 0.43% |
$2.2K - $2.89K
|
30.6K
$357K
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
125+ 0.25% |
$2.1K - $2.76K
|
49.7K
$578K
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
124+ 0.77% |
$2.09K - $2.74K
|
16.2K
$188K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
123+ 0.17% |
$2.07K - $2.72K
|
74.3K
$865K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
110+ 73.33% |
$1.85K - $2.43K
|
260
$3.03K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
110+ 25.58% |
$1.85K - $2.43K
|
540
$6.29K
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
103+ 163.49% |
$1.73K - $2.27K
|
166
$1.93K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
100+ 0.33% |
$1.68K - $2.21K
|
30.6K
$357K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 3.97% |
$1.68K - $2.21K
|
2.62K
$30.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
99+ 6.27% |
$1.67K - $2.19K
|
1.68K
$19.5K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
90+ 0.19% |
$1.51K - $1.99K
|
48.7K
$566K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
88+ 6.79% |
$1.48K - $1.94K
|
1.38K
$16.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
82+ 1.1% |
$1.38K - $1.81K
|
7.53K
$87.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
80+ 0.77% |
$1.35K - $1.77K
|
10.5K
$122K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
75+ 23.08% |
$1.26K - $1.66K
|
400
$4.66K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
70+ 0.65% |
$1.18K - $1.55K
|
10.8K
$126K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
64+ 0.53% |
$1.08K - $1.41K
|
12.2K
$142K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
61New |
$1.03K - $1.35K
|
61
$710
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50New |
$841 - $1.1K
|
50
$582
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
26+ 0.23% |
$437 - $574
|
11.5K
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22+ 0.2% |
$370 - $486
|
11K
$128K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 0.73% |
$303 - $397
|
2.47K
$28.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15New |
$252 - $331
|
15
$175
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
15New |
$252 - $331
|
15
$175
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 2.49% |
$219 - $287
|
536
$6.24K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
12+ 0.09% |
$202 - $265
|
13.7K
$159K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.46% |
$168 - $221
|
2.17K
$25.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 0.76% |
$151 - $199
|
1.2K
$13.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
8+ 0.77% |
$135 - $177
|
1.05K
$12.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 0.08% |
$135 - $177
|
10.1K
$117K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 8.16% |
$135 - $177
|
106
$1.23K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.78% |
$135 - $177
|
1.03K
$12K
|
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
7+ 0.03% |
$118 - $155
|
24.5K
$285K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
7+ 0.77% |
$118 - $155
|
916
$10.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6New |
$101 - $132
|
6
$69.8
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.06% |
$84.1 - $110
|
8.42K
$98K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.07% |
$67.3 - $88.3
|
5.36K
$62.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.35% |
$50.5 - $66.2
|
869
$10.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.99% |
$33.6 - $44.2
|
204
$2.37K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.05% |
$33.6 - $44.2
|
193
$2.25K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.65% |
$33.6 - $44.2
|
312
$3.63K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$16.8 - $22.1
|
8.28K
$96.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.13% |
$16.8 - $22.1
|
771
$8.97K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.3% |
$16.8 - $22.1
|
329
$3.83K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-10- 0.07% |
$168 - $221
|
15.3K
$178K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-14Closed |
$235 - $309
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-15Closed |
$252 - $331
|
0
$0
|