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 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.69K- 16.54% |
$39.2K - $51.2K
|
13.6K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.86K- 2.87% |
$41.7K - $54.4K
|
96.6K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.88K- 14.13% |
$42K - $54.8K
|
17.5K
$204K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-2.95K- 6.27% |
$43K - $56.1K
|
44K
$513K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.11K- 14.31% |
$45.4K - $59.3K
|
18.6K
$217K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.13K- 7.4% |
$45.7K - $59.6K
|
39.2K
$456K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.13K- 2.27% |
$45.7K - $59.6K
|
134K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.19K- 4.34% |
$46.6K - $60.8K
|
70.4K
$819K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-3.22K- 16.78% |
$46.9K - $61.2K
|
15.9K
$186K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.38K- 14.22% |
$49.3K - $64.3K
|
20.4K
$237K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.86K- 1.83% |
$56.4K - $73.6K
|
207K
$2.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-4.04K- 2.71% |
$59K - $77K
|
145K
$1.69M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.11K- 24.27% |
$60K - $78.2K
|
12.8K
$149K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-4.25K- 99.91% |
$62.1K - $81K
|
4
$46.6
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-4.3K- 30.16% |
$62.7K - $81.8K
|
9.95K
$116K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.36K- 19.47% |
$63.6K - $83.1K
|
18K
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.36K- 19.47% |
$63.6K - $83.1K
|
18K
$210K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-4.51K- 30.56% |
$65.8K - $85.9K
|
10.2K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.51K- 23.1% |
$65.8K - $85.9K
|
15K
$175K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-4.58K- 31.4% |
$66.8K - $87.1K
|
10K
$116K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4.77K- 3.75% |
$69.6K - $90.8K
|
122K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.92K- 5.49% |
$71.8K - $93.7K
|
84.6K
$985K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.13K- 24.15% |
$74.8K - $97.7K
|
16.1K
$188K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.34K- 6.25% |
$77.8K - $102K
|
80.1K
$932K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.44K- 68.43% |
$79.4K - $104K
|
2.51K
$29.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.53K- 18.1% |
$80.6K - $105K
|
25K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.73K- 54.61% |
$83.7K - $109K
|
4.77K
$55.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.81K- 8.47% |
$84.8K - $111K
|
62.8K
$731K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.84K- 26.49% |
$85.2K - $111K
|
16.2K
$189K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.14K- 5.16% |
$89.6K - $117K
|
113K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-6.91K- 7.0% |
$101K - $132K
|
91.9K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.04K- 24.49% |
$103K - $134K
|
21.7K
$253K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-7.19K- 28.49% |
$105K - $137K
|
18K
$210K
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-7.37K- 24.55% |
$107K - $140K
|
22.6K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.93K- 18.44% |
$116K - $151K
|
35.1K
$408K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-8.28K- 27.21% |
$121K - $158K
|
22.2K
$258K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-9.29K- 36.0% |
$136K - $177K
|
16.5K
$192K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-9.56K- 6.14% |
$139K - $182K
|
146K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.4K- 8.63% |
$152K - $198K
|
110K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-10.5K- 13.02% |
$153K - $200K
|
70.2K
$817K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-10.8K- 27.88% |
$158K - $207K
|
28.1K
$327K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-11K- 2.21% |
$160K - $209K
|
486K
$5.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-11.1K- 5.26% |
$162K - $211K
|
200K
$2.33M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-11.2KClosed |
$164K - $214K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.3K- 18.65% |
$165K - $215K
|
49.3K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.8K- 24.77% |
$172K - $224K
|
35.7K
$416K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-15.2K- 31.11% |
$222K - $290K
|
33.7K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.7K- 6.17% |
$230K - $300K
|
239K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.9K- 3.78% |
$246K - $321K
|
429K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-21.9K- 58.76% |
$320K - $417K
|
15.4K
$179K
|