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 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-639- 5.05% |
$12K - $15.1K
|
12K
$140K
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-640- 0.8% |
$12K - $15.1K
|
79.1K
$921K
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-670- 4.07% |
$12.6K - $15.8K
|
15.8K
$184K
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-718- 5.46% |
$13.5K - $17K
|
12.4K
$145K
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-719- 1.39% |
$13.5K - $17K
|
51K
$594K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-741- 0.05% |
$13.9K - $17.5K
|
1.39M
$16.2M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-823- 25.32% |
$15.5K - $19.4K
|
2.43K
$28.3K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-853- 2.92% |
$16K - $20.1K
|
28.3K
$330K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-958- 0.52% |
$18K - $22.6K
|
184K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-965- 0.71% |
$18.2K - $22.8K
|
135K
$1.58M
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-980- 4.35% |
$18.4K - $23.1K
|
21.5K
$251K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-1K- 5.06% |
$18.8K - $23.6K
|
18.8K
$218K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.01K- 3.04% |
$19.1K - $23.9K
|
32.3K
$376K
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.11K- 72.31% |
$20.9K - $26.2K
|
425
$4.95K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.13K- 10.44% |
$21.2K - $26.6K
|
9.65K
$112K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.15K- 6.89% |
$21.7K - $27.2K
|
15.6K
$181K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.16K- 2.49% |
$21.8K - $27.4K
|
45.4K
$528K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.2K- 4.71% |
$22.6K - $28.4K
|
24.4K
$284K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 4.71% |
$24.3K - $30.5K
|
26.1K
$304K
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.31K- 5.4% |
$24.6K - $30.9K
|
22.9K
$267K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.33K- 11.03% |
$25K - $31.4K
|
10.7K
$125K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.33K- 6.93% |
$25.1K - $31.5K
|
17.9K
$208K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.34K- 14.29% |
$25.2K - $31.6K
|
8.04K
$93.6K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.37K- 9.59% |
$25.8K - $32.3K
|
12.9K
$150K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.38K- 10.07% |
$26K - $32.7K
|
12.4K
$144K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-1.38K- 10.07% |
$26K - $32.7K
|
12.4K
$144K
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.4K- 4.1% |
$26.3K - $33.1K
|
32.8K
$382K
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.41KClosed |
$26.4K - $33.2K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 0.52% |
$26.7K - $33.5K
|
271K
$3.15M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.51K- 4.94% |
$28.5K - $35.7K
|
29.1K
$339K
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 3.93% |
$28.7K - $36K
|
37.3K
$434K
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-1.63K- 1.59% |
$30.7K - $38.5K
|
101K
$1.17M
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.65K- 8.21% |
$31.1K - $39K
|
18.5K
$215K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.69KClosed |
$31.7K - $39.8K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.7K- 7.83% |
$31.9K - $40.1K
|
20K
$233K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.89K- 14.84% |
$35.6K - $44.7K
|
10.9K
$126K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.1K- 15.6% |
$39.6K - $49.7K
|
11.4K
$132K
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.11K- 3.75% |
$39.6K - $49.7K
|
54.1K
$629K
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-2.35K- 9.58% |
$44.2K - $55.5K
|
22.2K
$258K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.36K- 9.0% |
$44.4K - $55.7K
|
23.8K
$278K
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.55K- 16.02% |
$47.9K - $60.1K
|
13.3K
$155K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.62K- 19.03% |
$49.3K - $61.9K
|
11.2K
$130K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.72K- 48.05% |
$51.1K - $64.1K
|
2.94K
$34.2K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.83K- 3.97% |
$53.2K - $66.7K
|
68.3K
$795K
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.88K- 0.61% |
$54.1K - $67.9K
|
466K
$5.43M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.01K- 0.84% |
$56.5K - $71K
|
356K
$4.14M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.11K- 7.86% |
$58.5K - $73.4K
|
36.4K
$424K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.18K- 6.7% |
$59.7K - $75K
|
44.2K
$515K
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-3.45K- 3.4% |
$64.9K - $81.4K
|
98K
$1.14M
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.62K- 10.17% |
$68.1K - $85.5K
|
32K
$372K
|