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 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.5K+ 18.69% |
$51.1K - $66.6K
|
22.2K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
3.4KNew |
$49.6K - $64.7K
|
3.4K
$39.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.35K+ 2.78% |
$48.9K - $63.8K
|
124K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.22K+ 177.62% |
$46.9K - $61.2K
|
5.03K
$58.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.16K+ 29.02% |
$46K - $60.1K
|
14K
$163K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.93K+ 5.25% |
$42.8K - $55.9K
|
58.8K
$684K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
2.84K+ 2.84% |
$41.5K - $54.1K
|
103K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.8K+ 7.35% |
$40.8K - $53.3K
|
40.8K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.71K+ 68.03% |
$39.5K - $51.6K
|
6.69K
$77.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.65K+ 12.3% |
$38.6K - $50.4K
|
24.1K
$281K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.63K+ 17.85% |
$38.3K - $50K
|
17.3K
$202K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.62KNew |
$38.2K - $49.9K
|
2.62K
$30.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.59K+ 133.59% |
$37.7K - $49.2K
|
4.52K
$52.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.55K+ 4.61% |
$37.3K - $48.6K
|
58K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.5K+ 15.92% |
$36.5K - $47.6K
|
18.2K
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.46K+ 12.9% |
$35.9K - $46.9K
|
21.6K
$251K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.43K+ 4.13% |
$35.5K - $46.3K
|
61.4K
$715K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
2.37K+ 32.73% |
$34.6K - $45.1K
|
9.62K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.31K+ 7.67% |
$33.7K - $44K
|
32.5K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.23K+ 1.24% |
$32.5K - $42.4K
|
182K
$2.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
2.2K+ 3.0% |
$32.1K - $41.9K
|
75.6K
$880K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.1K+ 857.14% |
$30.6K - $40K
|
2.35K
$27.3K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
2.02K+ 2.84% |
$29.4K - $38.4K
|
73K
$850K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2KNew |
$29.2K - $38.1K
|
2K
$23.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.98K+ 12.06% |
$28.9K - $37.7K
|
18.4K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.87KNew |
$27.3K - $35.6K
|
1.87K
$21.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.87K+ 6.19% |
$27.2K - $35.5K
|
32K
$372K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.83K+ 14.64% |
$26.7K - $34.8K
|
14.3K
$167K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.79K+ 14.37% |
$26.1K - $34.1K
|
14.2K
$166K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.75K+ 5.52% |
$25.5K - $33.3K
|
33.5K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.74K+ 60.31% |
$25.4K - $33.2K
|
4.63K
$53.9K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.7K+ 10.66% |
$24.8K - $32.4K
|
17.6K
$205K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.64K+ 10.44% |
$23.9K - $31.2K
|
17.3K
$202K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.52K+ 3.47% |
$22.2K - $29K
|
45.5K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.47K+ 1.81% |
$21.4K - $28K
|
82.9K
$964K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.45K+ 8.55% |
$21.2K - $27.6K
|
18.4K
$214K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.38K+ 7.34% |
$20.1K - $26.3K
|
20.2K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.3K+ 650.0% |
$19K - $24.8K
|
1.5K
$17.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1.2K+ 156.99% |
$17.5K - $22.9K
|
1.97K
$22.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 1.78% |
$17.5K - $22.8K
|
68.6K
$798K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.2K+ 86.25% |
$17.5K - $22.8K
|
2.59K
$30.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.09K+ 7.5% |
$16K - $20.8K
|
15.7K
$183K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.09K+ 7.82% |
$15.8K - $20.7K
|
15K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1K+ 943.4% |
$14.6K - $19K
|
1.11K
$12.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1K+ 275.48% |
$14.6K - $19K
|
1.36K
$15.9K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
947+ 378.8% |
$13.8K - $18K
|
1.2K
$13.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
947+ 378.8% |
$13.8K - $18K
|
1.2K
$13.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
930+ 3.07% |
$13.6K - $17.7K
|
31.2K
$363K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
885+ 8.07% |
$12.9K - $16.9K
|
11.8K
$138K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
875+ 6.32% |
$12.8K - $16.7K
|
14.7K
$171K
|