Purchases and Sales Made in Q3 2023 in Ishares (ICLN)

ICLN Quotes by TradingView

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
Flaharty Asset Management, LLC

BUY
 -
868
New
$12.7K - $16.5K
868 $10.1K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
816
New
$11.9K - $15.5K
816 $9.5K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
782
+ 6.04%
$11.4K - $14.9K
13.7K $160K
Oct 30, 2023 Q3 2023
Exchange Capital Management, Inc.

BUY
 -
772
+ 3.53%
$11.3K - $14.7K
22.6K $263K
Nov 02, 2023 Q3 2023
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
730
+ 1.75%
$10.7K - $13.9K
42.6K $495K
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
688
+ 2.64%
$10K - $13.1K
26.8K $312K
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
650
+ 4.09%
$9.48K - $12.4K
16.5K $192K
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
632
+ 4.05%
$9.22K - $12K
16.2K $189K
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
606
+ 4.48%
$8.84K - $11.5K
14.1K $165K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
600
+ 3.37%
$8.75K - $11.4K
18.4K $214K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
565
+ 64.5%
$8.24K - $10.8K
1.44K $16.8K
Nov 08, 2023 Q3 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
550
+ 2.37%
$8.02K - $10.5K
23.8K $277K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
523
+ 7.44%
$7.63K - $9.96K
7.55K $87.9K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
508
+ 0.08%
$7.41K - $9.67K
633K $7.36M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
462
+ 1.58%
$6.74K - $8.8K
29.6K $345K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
452
New
$6.59K - $8.61K
452 $5.26K
Oct 25, 2023 Q3 2023
Penobscot Wealth Management

BUY
 -
445
+ 0.3%
$6.49K - $8.47K
150K $1.75M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
374
+ 1.58%
$5.46K - $7.12K
24K $280K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
370
New
$5.4K - $7.04K
370 $4.31K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
347
+ 2.83%
$5.06K - $6.61K
12.6K $147K
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
330
New
$4.81K - $6.28K
330 $3.84K
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
320
New
$4.67K - $6.09K
320 $3.72K
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
319
+ 1.1%
$4.65K - $6.07K
29.3K $341K
Nov 09, 2023 Q3 2023
Heritage Investors Management Corp

BUY
 -
310
+ 1.8%
$4.52K - $5.9K
17.6K $205K
Oct 10, 2023 Q3 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
300
+ 2.24%
$4.38K - $5.71K
13.7K $159K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
252
+ 44.84%
$3.68K - $4.8K
814 $9.47K
Oct 19, 2023 Q3 2023
Proffitt & Goodson Inc

BUY
 -
235
+ 9.27%
$3.43K - $4.47K
2.77K $32.2K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
216
+ 0.71%
$3.15K - $4.11K
30.4K $354K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
200
New
$2.92K - $3.81K
200 $2.33K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
183
New
$2.67K - $3.48K
183 $2.13K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
175
+ 1.07%
$2.55K - $3.33K
16.6K $193K
Oct 17, 2023 Q3 2023
Carolina Wealth Advisors, LLC

BUY
 -
164
+ 20.89%
$2.39K - $3.12K
949 $11K
Nov 09, 2023 Q3 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
160
New
$2.33K - $3.05K
160 $1.86K
Nov 09, 2023 Q3 2023
Antonetti Capital Management LLC

BUY
 -
154
+ 14.6%
$2.25K - $2.93K
1.21K $14.1K
Oct 25, 2023 Q3 2023
Highland Financial Advisors, LLC

BUY
 -
141
+ 0.57%
$2.06K - $2.68K
24.9K $290K
Nov 09, 2023 Q3 2023
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
137
+ 0.97%
$2K - $2.61K
14.3K $167K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
132
+ 0.91%
$1.93K - $2.51K
14.7K $171K
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
123
+ 384.38%
$1.79K - $2.34K
155 $1.8K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
118
+ 0.36%
$1.72K - $2.25K
33.2K $387K
Oct 20, 2023 Q3 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
116
New
$1.69K - $2.21K
116 $1.35K
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
100
New
$1.46K - $1.9K
100 $1.16K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
100
New
$1.46K - $1.9K
100 $1.16K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
97
+ 0.33%
$1.42K - $1.85K
29.9K $348K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
84
+ 0.06%
$1.23K - $1.6K
152K $1.77M
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
68
+ 9.63%
$992 - $1.29K
774 $9.01K
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
60
+ 1.67%
$875 - $1.14K
3.65K $42.5K
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
52
New
$759 - $990
52 $605
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
43
+ 0.26%
$627 - $819
16.6K $194K
Oct 10, 2023 Q3 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
42
+ 0.31%
$613 - $800
13.8K $161K

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