Purchases and Sales Made in Q4 2021 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
36.9K+ 102.79% |
$754K - $951K
|
72.7K
$847K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36.6K+ 109.07% |
$748K - $944K
|
70.2K
$817K
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
35.1KNew |
$718K - $906K
|
35.1K
$409K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
33.9KNew |
$692K - $873K
|
33.9K
$394K
|
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
33.4K+ 77.42% |
$682K - $860K
|
76.5K
$890K
|
|
|
Feb 11, 2022
Q4 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
33K+ 15.09% |
$675K - $852K
|
252K
$2.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
32.4KNew |
$662K - $835K
|
32.4K
$377K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32K+ 7.84% |
$655K - $826K
|
441K
$5.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
32KNew |
$653K - $824K
|
32K
$372K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
31.9KNew |
$651K - $822K
|
31.9K
$371K
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
25.9K+ 113.29% |
$530K - $669K
|
48.8K
$568K
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
24.3KNew |
$496K - $626K
|
24.3K
$283K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
21.4KNew |
$438K - $552K
|
21.4K
$249K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19.5K+ 125.58% |
$399K - $503K
|
35K
$408K
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
19.3KNew |
$395K - $498K
|
19.3K
$225K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
18.9K+ 52.63% |
$385K - $486K
|
54.7K
$636K
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
18KNew |
$369K - $465K
|
18K
$210K
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
17.5K+ 25.78% |
$358K - $451K
|
85.4K
$994K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17KNew |
$348K - $439K
|
17K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
16KNew |
$328K - $413K
|
16K
$187K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
16KNew |
$326K - $412K
|
16K
$186K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
15.8K+ 170.79% |
$322K - $407K
|
25K
$291K
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
15.3KNew |
$312K - $394K
|
15.3K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
14.8KNew |
$303K - $383K
|
14.8K
$173K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14.6KNew |
$298K - $375K
|
14.6K
$169K
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
14.4KNew |
$295K - $372K
|
14.4K
$168K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
14.3KNew |
$292K - $369K
|
14.3K
$166K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.2K+ 4.36% |
$290K - $365K
|
339K
$3.95M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
14.1KNew |
$289K - $365K
|
14.1K
$165K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
14.1K+ 74.77% |
$287K - $363K
|
32.9K
$383K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.8KNew |
$282K - $355K
|
13.8K
$160K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.6KNew |
$278K - $350K
|
13.6K
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
13K+ 144.73% |
$266K - $335K
|
22K
$256K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
12.7K+ 12650.0% |
$259K - $326K
|
12.8K
$148K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12.6K+ 39318.75% |
$257K - $324K
|
12.6K
$147K
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
12.3K+ 14.27% |
$251K - $317K
|
98.5K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.3K+ 7.25% |
$251K - $317K
|
182K
$2.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$251K - $316K
|
12.3K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12.3K+ 45.87% |
$250K - $316K
|
39K
$454K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
12.2K+ 815.53% |
$250K - $315K
|
13.7K
$160K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.8KNew |
$242K - $305K
|
11.8K
$138K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 9.01% |
$240K - $303K
|
142K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11.7K+ 17.13% |
$239K - $302K
|
80K
$931K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.5K+ 4.76% |
$235K - $296K
|
253K
$2.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
11.4K+ 12.45% |
$234K - $295K
|
103K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 22.77% |
$230K - $290K
|
60.7K
$706K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10.9KNew |
$222K - $280K
|
10.9K
$126K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.8KNew |
$222K - $279K
|
10.8K
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$216K - $272K
|
10.6K
$123K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$215K - $272K
|
10.5K
$123K
|