Purchases and Sales Made in Q3 2023 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.9KNew |
$232K - $303K
|
15.9K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
15.7K+ 11.6% |
$230K - $300K
|
151K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.3KNew |
$224K - $292K
|
15.3K
$179K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
15.3K+ 45.72% |
$223K - $291K
|
48.7K
$567K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
15.3K+ 45.72% |
$223K - $291K
|
48.7K
$567K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.2K+ 81.64% |
$222K - $290K
|
33.8K
$394K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.8KNew |
$216K - $282K
|
14.8K
$173K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
14.5K+ 130.54% |
$212K - $277K
|
25.7K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13.9K+ 133.95% |
$202K - $264K
|
24.2K
$282K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.5K+ 9.78% |
$196K - $256K
|
151K
$1.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
12.6KNew |
$184K - $240K
|
12.6K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$182K - $237K
|
12.5K
$145K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 21.31% |
$179K - $234K
|
69.8K
$813K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12K+ 7.47% |
$175K - $229K
|
173K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11.6K+ 2.54% |
$170K - $222K
|
470K
$5.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
BUY
|
- |
11.6K+ 26.44% |
$169K - $220K
|
55.2K
$643K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
11.4KNew |
$166K - $217K
|
11.4K
$133K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
11.3KNew |
$164K - $214K
|
11.3K
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 8.53% |
$162K - $211K
|
141K
$1.64M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$161K - $211K
|
11.1K
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11KNew |
$161K - $210K
|
11K
$129K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.9K+ 12.16% |
$159K - $207K
|
100K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10.6KNew |
$154K - $201K
|
10.6K
$123K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
10.5K+ 76.22% |
$154K - $201K
|
24.4K
$284K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
10.5K+ 17.16% |
$153K - $200K
|
71.7K
$835K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.53K+ 5.91% |
$139K - $181K
|
171K
$1.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.22K+ 4.79% |
$135K - $176K
|
202K
$2.35M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.16K+ 261.54% |
$134K - $174K
|
12.7K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9K+ 46.21% |
$131K - $171K
|
28.5K
$331K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.78K+ 11.06% |
$128K - $167K
|
88.2K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.71K+ 54.96% |
$127K - $166K
|
24.6K
$286K
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
8.06K+ 0.63% |
$118K - $153K
|
1.29M
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.7K+ 7.63% |
$112K - $147K
|
109K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.59K+ 4.42% |
$111K - $145K
|
179K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.41KNew |
$108K - $141K
|
7.41K
$86.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.41K+ 22.58% |
$108K - $141K
|
40.2K
$468K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.16K+ 98.19% |
$104K - $136K
|
14.4K
$168K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
7.08K+ 431.73% |
$103K - $135K
|
8.72K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.68K+ 13.39% |
$82.9K - $108K
|
48.1K
$560K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.67K+ 17.04% |
$82.8K - $108K
|
39K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
5.25K+ 18.68% |
$76.6K - $99.9K
|
33.3K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
5.2K+ 30.3% |
$75.8K - $99K
|
22.4K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.15K+ 21.73% |
$75.1K - $98K
|
28.8K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.02KNew |
$73.2K - $95.5K
|
5.02K
$58.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.92KNew |
$71.8K - $93.7K
|
4.92K
$57.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.47KNew |
$65.2K - $85.1K
|
4.47K
$52K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.28K+ 3.39% |
$62.4K - $81.4K
|
130K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.96K+ 5.21% |
$57.7K - $75.4K
|
79.9K
$930K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.85K+ 10.03% |
$56.2K - $73.3K
|
42.2K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.75K+ 30.54% |
$54.7K - $71.4K
|
16K
$187K
|