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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
3.21K+ 25.53% |
$60.4K - $75.8K
|
15.8K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.07K+ 14.33% |
$57.7K - $72.5K
|
24.5K
$285K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.87K+ 43.97% |
$53.9K - $67.7K
|
9.39K
$109K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.82K+ 36.91% |
$53.1K - $66.7K
|
10.5K
$122K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.8KNew |
$52.7K - $66.2K
|
2.8K
$32.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.8K+ 16.86% |
$52.6K - $66.1K
|
19.4K
$226K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.76KNew |
$51.8K - $65.1K
|
2.76K
$32.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.52K+ 45.51% |
$47.4K - $59.5K
|
8.06K
$93.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$47K - $59K
|
2.5K
$29.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
2.44K+ 10.9% |
$46K - $57.7K
|
24.9K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.43K+ 7.9% |
$45.7K - $57.3K
|
33.2K
$386K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.41K+ 1.71% |
$45.4K - $57K
|
144K
$1.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.4K+ 10.91% |
$45.1K - $56.6K
|
24.4K
$284K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.36K+ 3.44% |
$44.4K - $55.7K
|
71K
$826K
|
|
|
Nov 14, 2022
Q3 2022
|
Claret Asset Management Corp
|
BUY
|
- |
2.28K+ 16.89% |
$42.9K - $53.8K
|
15.8K
$184K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.07K+ 27.41% |
$38.9K - $48.9K
|
9.62K
$112K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.97K+ 10.74% |
$37K - $46.5K
|
20.3K
$236K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.95KNew |
$36.7K - $46K
|
1.95K
$22.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.9K+ 66.58% |
$35.7K - $44.8K
|
4.75K
$55.2K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.85K+ 8.36% |
$34.8K - $43.7K
|
24K
$279K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.73KNew |
$32.4K - $40.7K
|
1.73K
$20.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.72K+ 414.73% |
$32.3K - $40.5K
|
2.13K
$24.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
1.67K+ 77.44% |
$31.3K - $39.3K
|
3.82K
$44.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.65K+ 13.81% |
$30.9K - $38.8K
|
13.6K
$158K
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.53K+ 11.19% |
$28.8K - $36.2K
|
15.2K
$177K
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.46K+ 1.38% |
$27.5K - $34.5K
|
107K
$1.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45KNew |
$27.3K - $34.3K
|
1.45K
$16.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.45K+ 5.91% |
$27.3K - $34.2K
|
26K
$303K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.4K+ 4.62% |
$26.4K - $33.1K
|
31.7K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.37K+ 12.43% |
$25.8K - $32.3K
|
12.4K
$144K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.36K+ 13.18% |
$25.5K - $32K
|
11.6K
$136K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.35KNew |
$25.3K - $31.8K
|
1.35K
$15.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.34K+ 3.99% |
$25.2K - $31.7K
|
34.9K
$407K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 6.3% |
$25.1K - $31.6K
|
22.6K
$263K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
1.31K+ 13.08% |
$24.6K - $30.9K
|
11.3K
$132K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
1.27K+ 11.29% |
$23.9K - $30K
|
12.5K
$146K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.23K+ 9.2% |
$23.1K - $29K
|
14.6K
$170K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.21K+ 1.08% |
$22.7K - $28.5K
|
113K
$1.32M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.19K+ 9.74% |
$22.3K - $28K
|
13.4K
$156K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.15K+ 10.53% |
$21.6K - $27.2K
|
12.1K
$141K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.1K+ 8.14% |
$20.7K - $25.9K
|
14.6K
$170K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.09K+ 5.97% |
$20.6K - $25.8K
|
19.4K
$226K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1KNew |
$18.8K - $23.6K
|
1K
$11.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
884+ 33.2% |
$16.6K - $20.9K
|
3.55K
$41.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
856+ 51.01% |
$16.1K - $20.2K
|
2.53K
$29.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
821+ 63.15% |
$15.4K - $19.4K
|
2.12K
$24.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
800+ 1.33% |
$15K - $18.9K
|
60.9K
$708K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
789+ 5.78% |
$14.8K - $18.6K
|
14.4K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
776+ 3.25% |
$14.6K - $18.3K
|
24.6K
$287K
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
771+ 0.99% |
$14.5K - $18.2K
|
78.5K
$914K
|