Purchases and Sales Made in Q2 2023 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.91K+ 9.48% |
$34K - $38.1K
|
22.1K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.7K+ 3.75% |
$30.2K - $33.8K
|
46.9K
$546K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.62K+ 5.11% |
$28.8K - $32.3K
|
33.3K
$388K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.6K+ 1.06% |
$28.5K - $31.9K
|
152K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.55KNew |
$27.5K - $30.8K
|
1.55K
$18K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.53K+ 10.23% |
$27.1K - $30.4K
|
16.4K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 3.65% |
$26.6K - $29.8K
|
42.4K
$494K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.47K+ 4.01% |
$26.1K - $29.2K
|
38K
$443K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.45K+ 9.05% |
$25.8K - $28.9K
|
17.5K
$204K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.25K+ 0.91% |
$22.1K - $24.8K
|
138K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.2KNew |
$21.3K - $23.9K
|
1.2K
$14K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.16K+ 26.46% |
$20.6K - $23.1K
|
5.55K
$64.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.16KNew |
$20.6K - $23.1K
|
1.16K
$13.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.08K+ 5.71% |
$19.2K - $21.5K
|
20K
$233K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
1K+ 9.62% |
$17.8K - $19.9K
|
11.4K
$133K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$17.8K - $19.9K
|
1K
$11.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
976+ 6.65% |
$17.4K - $19.4K
|
15.7K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
811+ 7.17% |
$14.4K - $16.1K
|
12.1K
$141K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
800+ 36.36% |
$14.2K - $15.9K
|
3K
$34.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
779+ 1.17% |
$13.9K - $15.5K
|
67.4K
$784K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
772+ 0.92% |
$13.7K - $15.4K
|
84.3K
$981K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
762+ 2.57% |
$13.5K - $15.2K
|
30.4K
$354K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
751+ 3.07% |
$13.4K - $15K
|
25.2K
$294K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
712+ 10.9% |
$12.7K - $14.2K
|
7.24K
$84.3K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
703+ 5.36% |
$12.5K - $14K
|
13.8K
$161K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
556+ 3.69% |
$9.89K - $11.1K
|
15.6K
$182K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
536+ 1.65% |
$9.53K - $10.7K
|
33.1K
$385K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
516+ 4.32% |
$9.17K - $10.3K
|
12.5K
$145K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
510New |
$9.07K - $10.2K
|
510
$5.94K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
471New |
$8.37K - $9.38K
|
471
$5.48K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
457+ 55.13% |
$8.13K - $9.1K
|
1.29K
$15K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
437+ 0.72% |
$7.77K - $8.7K
|
61.2K
$712K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
350+ 7.06% |
$6.22K - $6.97K
|
5.31K
$61.8K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
339+ 49.71% |
$6.03K - $6.75K
|
1.02K
$11.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
339+ 49.71% |
$6.03K - $6.75K
|
1.02K
$11.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
329+ 1.91% |
$5.85K - $6.55K
|
17.5K
$204K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
322+ 2.04% |
$5.73K - $6.41K
|
16.1K
$187K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
317+ 10.6% |
$5.64K - $6.31K
|
3.31K
$38.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
315+ 131.25% |
$5.6K - $6.27K
|
555
$6.46K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
315+ 1.31% |
$5.6K - $6.27K
|
24.3K
$283K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
275+ 0.49% |
$4.89K - $5.48K
|
56.4K
$656K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
253+ 0.88% |
$4.5K - $5.04K
|
29K
$337K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
251+ 1.75% |
$4.46K - $5K
|
14.6K
$170K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
247+ 1.51% |
$4.39K - $4.92K
|
16.6K
$194K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
175New |
$3.11K - $3.48K
|
175
$2.04K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
166New |
$2.95K - $3.31K
|
166
$1.93K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
154+ 1.12% |
$2.74K - $3.07K
|
13.9K
$161K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
153+ 6.95% |
$2.72K - $3.05K
|
2.35K
$27.4K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150New |
$2.67K - $2.99K
|
150
$1.75K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
112+ 0.32% |
$1.99K - $2.23K
|
34.6K
$403K
|