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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-58- 1.1% |
$1.02K - $1.23K
|
5.22K
$60.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-64- 6.02% |
$1.12K - $1.36K
|
1K
$11.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80- 1.65% |
$1.4K - $1.7K
|
4.77K
$55.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-90- 26.47% |
$1.58K - $1.91K
|
250
$2.91K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-100- 8.35% |
$1.75K - $2.13K
|
1.1K
$12.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 40.0% |
$1.75K - $2.13K
|
150
$1.75K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-100- 0.39% |
$1.75K - $2.13K
|
25.8K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-108- 0.87% |
$1.89K - $2.3K
|
12.3K
$144K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-119- 10.52% |
$2.09K - $2.53K
|
1.01K
$11.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-145- 0.26% |
$2.54K - $3.08K
|
55.8K
$649K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-150- 17.65% |
$2.63K - $3.19K
|
700
$8.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-155- 0.6% |
$2.72K - $3.3K
|
25.8K
$300K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-198- 5.58% |
$3.47K - $4.21K
|
3.35K
$39K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-200- 0.32% |
$3.51K - $4.25K
|
62.3K
$726K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-207- 2.07% |
$3.63K - $4.4K
|
9.8K
$114K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-207- 2.07% |
$3.63K - $4.4K
|
9.8K
$114K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-208- 1.28% |
$3.65K - $4.42K
|
16.1K
$187K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-230- 0.66% |
$4.03K - $4.89K
|
34.4K
$400K
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-235- 0.6% |
$4.12K - $5K
|
38.9K
$453K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-254- 29.74% |
$4.46K - $5.4K
|
600
$6.98K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-260- 2.17% |
$4.56K - $5.53K
|
11.7K
$137K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-393- 0.79% |
$6.89K - $8.36K
|
49.4K
$575K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-447- 1.95% |
$7.84K - $9.51K
|
22.4K
$261K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-450- 2.47% |
$7.89K - $9.57K
|
17.8K
$207K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-465- 0.27% |
$8.16K - $9.89K
|
175K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-481- 0.47% |
$8.44K - $10.2K
|
101K
$1.18M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-550- 47.41% |
$9.65K - $11.7K
|
610
$7.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-551- 0.73% |
$9.66K - $11.7K
|
74.7K
$869K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-598- 24.23% |
$10.5K - $12.7K
|
1.87K
$21.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-665- 48.01% |
$11.7K - $14.1K
|
720
$8.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-738- 5.45% |
$12.9K - $15.7K
|
12.8K
$149K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-750- 9.33% |
$13.2K - $16K
|
7.29K
$84.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-796- 8.48% |
$14K - $16.9K
|
8.59K
$100K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-830- 5.47% |
$14.6K - $17.7K
|
14.4K
$167K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-878- 91.08% |
$15.4K - $18.7K
|
86
$1K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-896- 1.82% |
$15.7K - $19.1K
|
48.4K
$564K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-900- 23.59% |
$15.8K - $19.1K
|
2.92K
$33.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-917- 0.67% |
$16.1K - $19.5K
|
135K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-924- 4.38% |
$16.2K - $19.7K
|
20.2K
$235K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.1K- 3.35% |
$19.3K - $23.4K
|
31.7K
$369K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.17K- 9.09% |
$20.6K - $25K
|
11.7K
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.21K- 8.29% |
$21.2K - $25.8K
|
13.4K
$156K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.27K- 5.19% |
$22.3K - $27K
|
23.2K
$270K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.3K- 5.61% |
$22.8K - $27.7K
|
21.9K
$255K
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 5.9% |
$23.3K - $28.3K
|
21.2K
$247K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.37K- 7.66% |
$24K - $29.2K
|
16.5K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.39K- 6.49% |
$24.3K - $29.5K
|
20K
$233K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.45K- 10.45% |
$25.5K - $30.9K
|
12.4K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.46K- 3.95% |
$25.6K - $31K
|
35.5K
$413K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.56K- 41.34% |
$27.3K - $33.1K
|
2.21K
$25.7K
|