Purchases and Sales Made in Q3 2022 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.2KNew |
$249K - $313K
|
13.2K
$154K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
13.1K+ 19.91% |
$246K - $308K
|
78.6K
$915K
|
|
|
Nov 14, 2022
Q3 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.9KNew |
$243K - $305K
|
12.9K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.8K+ 5.1% |
$241K - $303K
|
264K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.2K+ 9.84% |
$230K - $288K
|
136K
$1.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
12.1K+ 40.57% |
$227K - $285K
|
41.7K
$486K
|
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
11.9KNew |
$223K - $280K
|
11.9K
$138K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.8KNew |
$222K - $279K
|
11.8K
$137K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
11.5KNew |
$216K - $272K
|
11.5K
$134K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 5.36% |
$214K - $268K
|
223K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.9KNew |
$204K - $256K
|
10.9K
$126K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.6K+ 10.3% |
$199K - $249K
|
113K
$1.32M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
10KNew |
$188K - $236K
|
10K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.31K+ 78.68% |
$175K - $220K
|
21.1K
$246K
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
8.83K+ 6.68% |
$166K - $208K
|
141K
$1.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
8.15KNew |
$153K - $192K
|
8.15K
$94.9K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.13K+ 19.83% |
$153K - $192K
|
49.1K
$572K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.13K+ 19.83% |
$153K - $192K
|
49.1K
$572K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
7.88KNew |
$148K - $186K
|
7.88K
$91.7K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.25K+ 26.49% |
$136K - $171K
|
34.6K
$403K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.04K+ 4.08% |
$132K - $166K
|
179K
$2.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6.99K+ 36.92% |
$132K - $165K
|
25.9K
$302K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.73KNew |
$127K - $159K
|
6.73K
$78.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.69KNew |
$126K - $158K
|
6.69K
$77.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
6.65K+ 39.5% |
$125K - $157K
|
23.5K
$273K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.07KNew |
$114K - $143K
|
6.07K
$70.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Luminus Management LLC
Houston, TX |
BUY
|
- |
5.9KNew |
$111K - $139K
|
5.9K
$68.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
5.83K+ 32.31% |
$110K - $138K
|
23.9K
$278K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.63K+ 7.88% |
$106K - $133K
|
77.1K
$897K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.58K+ 18.58% |
$105K - $132K
|
35.6K
$415K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.39K+ 7.62% |
$101K - $127K
|
76.1K
$886K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
5.36K+ 535900.0% |
$101K - $127K
|
5.36K
$62.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.21K+ 3.62% |
$98.1K - $123K
|
149K
$1.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
5.1KNew |
$95.9K - $120K
|
5.1K
$59.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.01K+ 45.44% |
$94.2K - $118K
|
16K
$187K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.95K+ 17.96% |
$93.1K - $117K
|
32.5K
$378K
|
|
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
4.82KNew |
$90.6K - $114K
|
4.82K
$56.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.76KNew |
$89.5K - $112K
|
4.76K
$55.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.24K+ 3.58% |
$79.8K - $100K
|
123K
$1.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.99K+ 2.65% |
$75.1K - $94.2K
|
154K
$1.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.95K+ 31.71% |
$74.3K - $93.3K
|
16.4K
$191K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
3.87K+ 10.96% |
$72.7K - $91.3K
|
39.1K
$456K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.86K+ 5.76% |
$72.6K - $91.1K
|
70.8K
$825K
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
3.8K+ 2.77% |
$71.5K - $89.8K
|
141K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.63K+ 1.46% |
$68.2K - $85.6K
|
251K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.4K+ 45.21% |
$64K - $80.4K
|
10.9K
$127K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.33K+ 3.7% |
$62.7K - $78.7K
|
93.3K
$1.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.26K+ 13.45% |
$61.2K - $76.9K
|
27.5K
$320K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.25K+ 24.26% |
$61.1K - $76.7K
|
16.6K
$194K
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 38.18% |
$60.9K - $76.5K
|
11.7K
$136K
|