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 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
768+ 99.61% |
$14.4K - $18.1K
|
1.54K
$17.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
746+ 0.18% |
$14K - $17.6K
|
418K
$4.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
634+ 1.11% |
$11.9K - $15K
|
57.6K
$670K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
625+ 277.78% |
$11.8K - $14.8K
|
850
$9.89K
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
611+ 4.46% |
$11.5K - $14.4K
|
14.3K
$166K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
610New |
$11.5K - $14.4K
|
610
$7.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
577+ 104.15% |
$10.9K - $13.6K
|
1.13K
$13.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
526New |
$9.89K - $12.4K
|
526
$6.12K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
512+ 2.71% |
$9.63K - $12.1K
|
19.4K
$226K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
500+ 11.49% |
$9.41K - $11.8K
|
4.85K
$56.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
492+ 4.91% |
$9.25K - $11.6K
|
10.5K
$122K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
466+ 2.71% |
$8.77K - $11K
|
17.7K
$206K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
456New |
$8.58K - $10.8K
|
456
$5.31K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
453+ 164.13% |
$8.52K - $10.7K
|
729
$8.49K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
448New |
$8.43K - $10.6K
|
448
$5.21K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
441New |
$8.3K - $10.4K
|
441
$5.13K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
416+ 1.23% |
$7.82K - $9.82K
|
34.3K
$399K
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
414+ 3.53% |
$7.79K - $9.77K
|
12.1K
$141K
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
403+ 1.58% |
$7.58K - $9.51K
|
25.9K
$302K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
400+ 18.17% |
$7.52K - $9.44K
|
2.6K
$30.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
355+ 7.21% |
$6.68K - $8.38K
|
5.28K
$61.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
339+ 0.83% |
$6.38K - $8K
|
41.4K
$482K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
325+ 0.58% |
$6.11K - $7.67K
|
55.9K
$651K
|
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
324+ 1.44% |
$6.09K - $7.65K
|
22.9K
$266K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
320New |
$6.02K - $7.56K
|
320
$3.72K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
281+ 0.61% |
$5.29K - $6.63K
|
46.2K
$538K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
247New |
$4.65K - $5.83K
|
247
$2.88K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
224+ 0.9% |
$4.21K - $5.29K
|
25.2K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
212+ 1.39% |
$3.99K - $5.01K
|
15.5K
$180K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200+ 1.3% |
$3.76K - $4.72K
|
15.5K
$181K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
200+ 200.0% |
$3.76K - $4.72K
|
300
$3.49K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 21.48% |
$3.76K - $4.72K
|
1.13K
$13.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
198+ 0.65% |
$3.72K - $4.67K
|
30.8K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
181+ 1.21% |
$3.4K - $4.27K
|
15.2K
$177K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
174+ 4.58% |
$3.27K - $4.11K
|
3.97K
$46.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
161+ 1.1% |
$3.03K - $3.8K
|
14.9K
$173K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
150+ 150.0% |
$2.82K - $3.54K
|
250
$2.91K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
148+ 74.0% |
$2.78K - $3.49K
|
348
$4.05K
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
143+ 0.29% |
$2.69K - $3.38K
|
49.8K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
142New |
$2.67K - $3.35K
|
142
$1.65K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
BUY
|
- |
111+ 0.25% |
$2.09K - $2.62K
|
44.3K
$516K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
108+ 0.26% |
$2.03K - $2.55K
|
41K
$477K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
101+ 0.77% |
$1.9K - $2.38K
|
13.2K
$154K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
100+ 22.22% |
$1.88K - $2.36K
|
550
$6.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100New |
$1.88K - $2.36K
|
100
$1.16K
|
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
100+ 18.25% |
$1.88K - $2.36K
|
648
$7.54K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
98New |
$1.84K - $2.31K
|
98
$1.14K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
95+ 3.04% |
$1.79K - $2.24K
|
3.22K
$37.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
91+ 0.66% |
$1.71K - $2.15K
|
13.8K
$161K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
78+ 47.56% |
$1.47K - $1.84K
|
242
$2.82K
|