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 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
3.06KNew |
$62.5K - $78.9K
|
3.06K
$35.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
2.99KNew |
$61.2K - $77.2K
|
2.99K
$34.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.85K+ 24.32% |
$58.2K - $73.4K
|
14.5K
$169K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.69K+ 5.91% |
$55K - $69.3K
|
48.2K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.69K+ 16.53% |
$54.9K - $69.2K
|
18.9K
$220K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.62K+ 5.06% |
$53.5K - $67.5K
|
54.4K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2.52K+ 14.79% |
$51.5K - $65K
|
19.6K
$228K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.52KNew |
$51.5K - $65K
|
2.52K
$29.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.5KNew |
$51.1K - $64.5K
|
2.5K
$29.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.48KNew |
$50.7K - $64K
|
2.48K
$28.9K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2.37K+ 20.78% |
$48.5K - $61.2K
|
13.8K
$161K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.35K+ 12.09% |
$48.1K - $60.7K
|
21.8K
$254K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.33K+ 5.82% |
$47.5K - $60K
|
42.3K
$492K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.29K+ 8.22% |
$46.7K - $59K
|
30.1K
$350K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.18KNew |
$44.6K - $56.3K
|
2.18K
$25.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.14K+ 6.84% |
$43.7K - $55.2K
|
33.4K
$389K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.13K+ 3.23% |
$43.6K - $55K
|
68.2K
$794K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
2.09K+ 11.61% |
$42.8K - $54K
|
20.1K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.07KNew |
$42.3K - $53.4K
|
2.07K
$24.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.05K+ 21.41% |
$41.8K - $52.7K
|
11.6K
$135K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.01KNew |
$41.2K - $51.9K
|
2.01K
$23.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 1.81% |
$38.8K - $49K
|
107K
$1.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.89K+ 5.58% |
$38.6K - $48.7K
|
35.7K
$416K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.84K+ 112.96% |
$37.6K - $47.4K
|
3.47K
$40.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
1.84K+ 9.14% |
$37.5K - $47.3K
|
21.9K
$255K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.8KNew |
$36.8K - $46.4K
|
1.8K
$21K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 7.36% |
$36.7K - $46.3K
|
26.2K
$305K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
1.79K+ 1.83% |
$36.5K - $46.1K
|
99.6K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 1.36% |
$36.3K - $45.8K
|
132K
$1.54M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
1.76K+ 15.34% |
$35.9K - $45.3K
|
13.2K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.74K+ 38.64% |
$35.6K - $44.9K
|
6.25K
$72.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.71KNew |
$34.9K - $44.1K
|
1.71K
$19.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.69K+ 20.79% |
$34.6K - $43.6K
|
9.83K
$114K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.64KNew |
$33.5K - $42.3K
|
1.64K
$19.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
1.62K+ 0.43% |
$33.2K - $41.9K
|
380K
$4.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.61K+ 11.29% |
$33K - $41.6K
|
15.9K
$185K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.53K+ 4.29% |
$31.2K - $39.4K
|
37.2K
$433K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.53KNew |
$31.2K - $39.3K
|
1.53K
$17.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.52K+ 2.17% |
$31K - $39.2K
|
71.6K
$834K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.51KNew |
$30.9K - $39K
|
1.51K
$17.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.47K+ 5.69% |
$30K - $37.8K
|
27.2K
$317K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.46K+ 13.91% |
$29.8K - $37.6K
|
11.9K
$139K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 18.41% |
$27.4K - $34.6K
|
8.63K
$100K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.31KNew |
$26.7K - $33.7K
|
1.31K
$15.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.2K+ 5.11% |
$24.4K - $30.8K
|
24.6K
$286K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$21.8K - $27.5K
|
1.07K
$12.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.02K+ 10.02% |
$20.9K - $26.4K
|
11.2K
$131K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.02KNew |
$20.7K - $26.2K
|
1.02K
$11.8K
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.02K+ 1.76% |
$20.7K - $26.2K
|
58.7K
$684K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
938+ 6.39% |
$19.2K - $24.2K
|
15.6K
$182K
|