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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-27- 0.28% |
$552 - $696
|
9.69K
$113K
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-50Closed |
$1.02K - $1.29K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-61- 0.09% |
$1.25K - $1.57K
|
69K
$804K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-61- 1.61% |
$1.25K - $1.57K
|
3.72K
$43.3K
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-62- 4.11% |
$1.27K - $1.6K
|
1.45K
$16.8K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-63- 7.61% |
$1.29K - $1.62K
|
765
$8.9K
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-98- 78.4% |
$2K - $2.53K
|
27
$314
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100- 4.55% |
$2.04K - $2.58K
|
2.1K
$24.4K
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-125- 82.78% |
$2.56K - $3.22K
|
26
$303
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-125Closed |
$2.56K - $3.22K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-134Closed |
$2.74K - $3.46K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-148- 6.8% |
$3.03K - $3.82K
|
2.03K
$23.6K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-164- 1.47% |
$3.35K - $4.23K
|
11K
$128K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-191Closed |
$3.9K - $4.93K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-235- 1.72% |
$4.8K - $6.06K
|
13.4K
$156K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-250Closed |
$5.11K - $6.45K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-292Closed |
$5.97K - $7.53K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-300Closed |
$6.13K - $7.74K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-330- 2.22% |
$6.75K - $8.51K
|
14.5K
$169K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-331Closed |
$6.77K - $8.54K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-355Closed |
$7.26K - $9.16K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-419- 1.33% |
$8.56K - $10.8K
|
31.2K
$363K
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-528- 11.36% |
$10.8K - $13.6K
|
4.12K
$48K
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-528- 11.36% |
$10.8K - $13.6K
|
4.12K
$48K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-538- 0.68% |
$11K - $13.9K
|
78.5K
$914K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-635- 2.26% |
$13K - $16.4K
|
27.4K
$319K
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-645- 31.46% |
$13.2K - $16.6K
|
1.41K
$16.4K
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-651- 0.5% |
$13.3K - $16.8K
|
129K
$1.5M
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-700- 3.21% |
$14.3K - $18.1K
|
21.1K
$246K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-736- 4.32% |
$15K - $19K
|
16.3K
$190K
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-765- 5.74% |
$15.6K - $19.7K
|
12.6K
$146K
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-775- 5.26% |
$15.8K - $20K
|
14K
$163K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-805- 18.04% |
$16.5K - $20.8K
|
3.66K
$42.6K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-840- 20.54% |
$17.2K - $21.7K
|
3.25K
$37.8K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-846- 26.09% |
$17.3K - $21.8K
|
2.4K
$27.9K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-915- 24.12% |
$18.7K - $23.6K
|
2.88K
$33.5K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-934- 48.29% |
$19.1K - $24.1K
|
1K
$11.6K
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.07K- 4.45% |
$21.9K - $27.6K
|
22.9K
$267K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 1.12% |
$23.1K - $29.1K
|
99.4K
$1.16M
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.19K- 36.0% |
$24.4K - $30.8K
|
2.12K
$24.7K
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.22K- 7.0% |
$25K - $31.5K
|
16.3K
$189K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.27K- 3.83% |
$25.9K - $32.6K
|
31.8K
$370K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.27K- 0.79% |
$26K - $32.8K
|
160K
$1.86M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.27KClosed |
$26K - $32.9K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.3KClosed |
$26.6K - $33.5K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.3K- 7.84% |
$26.6K - $33.5K
|
15.3K
$178K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 0.35% |
$26.8K - $33.9K
|
375K
$4.36M
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.34K- 6.01% |
$27.3K - $34.5K
|
20.9K
$243K
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 3.06% |
$28.1K - $35.4K
|
43.5K
$506K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 8.29% |
$28.1K - $35.5K
|
15.2K
$177K
|