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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
107New |
$1.88K - $2.28K
|
107
$1.25K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
105New |
$1.84K - $2.23K
|
105
$1.22K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
101+ 18.7% |
$1.77K - $2.15K
|
641
$7.46K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
101New |
$1.77K - $2.15K
|
101
$1.18K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
90New |
$1.58K - $1.91K
|
90
$1.05K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
79+ 0.6% |
$1.39K - $1.68K
|
13.2K
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
78+ 2.78% |
$1.37K - $1.66K
|
2.88K
$33.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
78+ 5.36% |
$1.37K - $1.66K
|
1.53K
$17.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
77New |
$1.35K - $1.64K
|
77
$896
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
75+ 2.25% |
$1.32K - $1.6K
|
3.41K
$39.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
60New |
$1.05K - $1.28K
|
60
$698
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
55New |
$965 - $1.17K
|
55
$640
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 12.89% |
$877 - $1.06K
|
438
$5.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
50+ 0.3% |
$877 - $1.06K
|
16.7K
$194K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
43+ 17.34% |
$754 - $915
|
291
$3.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 1.62% |
$649 - $787
|
2.33K
$27.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
37+ 0.21% |
$649 - $787
|
17.9K
$209K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
35+ 0.24% |
$614 - $744
|
14.3K
$167K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
31+ 5.77% |
$544 - $659
|
568
$6.61K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
27+ 27.0% |
$474 - $574
|
127
$1.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
21New |
$368 - $447
|
21
$244
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
20New |
$351 - $425
|
20
$233
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
19+ 0.18% |
$333 - $404
|
10.5K
$122K
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
18+ 0.08% |
$316 - $383
|
23.2K
$271K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
15New |
$263 - $319
|
15
$175
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.01% |
$263 - $319
|
225K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
15+ 0.14% |
$263 - $319
|
10.8K
$126K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.1% |
$246 - $298
|
14.1K
$164K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.06% |
$123 - $149
|
10.9K
$126K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 500.0% |
$87.7 - $106
|
6
$69.8
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
5New |
$87.7 - $106
|
5
$58.2
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.18% |
$87.7 - $106
|
2.76K
$32.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.19% |
$70.2 - $85.1
|
2.12K
$24.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.17% |
$52.6 - $63.8
|
1.73K
$20.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
2+ 0.19% |
$35.1 - $42.5
|
1.05K
$12.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.02% |
$35.1 - $42.5
|
12.1K
$141K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.2% |
$35.1 - $42.5
|
1K
$11.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$17.5 - $21.3
|
2.66K
$30.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.12% |
$17.5 - $21.3
|
870
$10.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.07% |
$17.5 - $21.3
|
1.54K
$17.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.01% |
$17.5 - $21.3
|
18.2K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.07% |
$17.5 - $21.3
|
1.38K
$16.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11- 3.25% |
$193 - $234
|
327
$3.81K
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-14- 0.12% |
$246 - $298
|
11.3K
$132K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-17- 0.09% |
$298 - $362
|
19.7K
$229K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-24- 0.2% |
$421 - $510
|
11.7K
$136K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-34- 0.03% |
$596 - $723
|
98K
$1.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-50- 0.08% |
$877 - $1.06K
|
59.9K
$697K
|