Purchases and Sales Made in Q4 2022 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800+ 30.53% |
$14K - $17K
|
3.42K
$39.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
741+ 1.96% |
$13K - $15.8K
|
38.6K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
735+ 521.28% |
$12.9K - $15.6K
|
876
$10.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
715+ 5.44% |
$12.5K - $15.2K
|
13.9K
$161K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
691+ 0.61% |
$12.1K - $14.7K
|
114K
$1.32M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
669+ 4.24% |
$11.7K - $14.2K
|
16.5K
$192K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
663+ 4.25% |
$11.6K - $14.1K
|
16.3K
$189K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
660New |
$11.6K - $14K
|
660
$7.68K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
650+ 0.42% |
$11.4K - $13.8K
|
155K
$1.8M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
643New |
$11.3K - $13.7K
|
643
$7.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
583New |
$10.2K - $12.4K
|
583
$6.79K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
576+ 27.16% |
$10.1K - $12.3K
|
2.7K
$31.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
542+ 4.46% |
$9.51K - $11.5K
|
12.7K
$148K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
537+ 2.92% |
$9.42K - $11.4K
|
18.9K
$220K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
530+ 37.86% |
$9.3K - $11.3K
|
1.93K
$22.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
492+ 2.78% |
$8.63K - $10.5K
|
18.2K
$212K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
480+ 18.45% |
$8.42K - $10.2K
|
3.08K
$35.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
450+ 1.64% |
$7.89K - $9.57K
|
27.9K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
426+ 37.67% |
$7.47K - $9.06K
|
1.56K
$18.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
423+ 219.17% |
$7.42K - $9K
|
616
$7.17K
|
|
|
Jan 30, 2023
Q4 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
411+ 3.11% |
$7.21K - $8.74K
|
13.6K
$159K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
407+ 1.28% |
$7.14K - $8.66K
|
32.2K
$374K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
389+ 8.0% |
$6.82K - $8.27K
|
5.25K
$61.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
387+ 1.3% |
$6.79K - $8.23K
|
30.1K
$351K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
377+ 3.52% |
$6.61K - $8.02K
|
11.1K
$129K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
375New |
$6.58K - $7.98K
|
375
$4.37K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
360+ 2400.0% |
$6.31K - $7.66K
|
375
$4.37K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
360+ 2.47% |
$6.31K - $7.66K
|
14.9K
$174K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
352+ 6.88% |
$6.17K - $7.49K
|
5.47K
$63.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
342+ 0.85% |
$6K - $7.27K
|
40.4K
$470K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
333+ 2.7% |
$5.84K - $7.08K
|
12.7K
$148K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
333+ 2.7% |
$5.84K - $7.08K
|
12.7K
$148K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
325+ 0.73% |
$5.7K - $6.91K
|
44.6K
$520K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
316+ 2.39% |
$5.54K - $6.72K
|
13.6K
$158K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
301+ 2.48% |
$5.28K - $6.4K
|
12.4K
$145K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
290+ 19.97% |
$5.09K - $6.17K
|
1.74K
$20.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
274+ 0.97% |
$4.81K - $5.83K
|
28.6K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
250New |
$4.39K - $5.32K
|
250
$2.91K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
250+ 2.17% |
$4.39K - $5.32K
|
11.8K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
240New |
$4.21K - $5.1K
|
240
$2.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
233+ 2.27% |
$4.09K - $4.96K
|
10.5K
$122K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
219+ 202.78% |
$3.84K - $4.66K
|
327
$3.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
202New |
$3.54K - $4.3K
|
202
$2.35K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
197+ 30.4% |
$3.46K - $4.19K
|
845
$9.84K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
174New |
$3.05K - $3.7K
|
174
$2.03K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
174New |
$3.05K - $3.7K
|
174
$2.03K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
158+ 0.36% |
$2.77K - $3.36K
|
44.4K
$517K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
158New |
$2.77K - $3.36K
|
158
$1.84K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150+ 0.85% |
$2.63K - $3.19K
|
17.8K
$207K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
120New |
$2.1K - $2.55K
|
120
$1.4K
|