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 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.61K- 40.41% |
$28.2K - $34.1K
|
2.37K
$27.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.61K- 9.95% |
$28.3K - $34.3K
|
14.6K
$170K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.63K- 13.1% |
$28.6K - $34.7K
|
10.8K
$126K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.66K- 5.56% |
$29.1K - $35.3K
|
28.2K
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.7K- 10.76% |
$29.8K - $36.2K
|
14.1K
$164K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.93K- 7.5% |
$33.8K - $41K
|
23.8K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 0.72% |
$34.1K - $41.4K
|
269K
$3.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.11K- 4.14% |
$37K - $44.9K
|
48.9K
$569K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-2.25K- 14.03% |
$39.5K - $47.9K
|
13.8K
$161K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.27K- 5.48% |
$39.8K - $48.3K
|
39.2K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.27K- 1.02% |
$39.8K - $48.3K
|
220K
$2.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.28K- 7.12% |
$39.9K - $48.4K
|
29.7K
$346K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.4K- 11.36% |
$42.1K - $51.1K
|
18.7K
$218K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.4K- 12.6% |
$42.2K - $51.1K
|
16.7K
$194K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.65K- 12.27% |
$46.5K - $56.4K
|
19K
$221K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-2.89K- 5.61% |
$50.7K - $61.4K
|
48.6K
$565K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 18.94% |
$53.3K - $64.6K
|
13K
$151K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.15K- 6.95% |
$55.3K - $67.1K
|
42.2K
$492K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.26K- 4.25% |
$57.3K - $69.4K
|
73.5K
$855K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3.51K- 0.28% |
$61.5K - $74.6K
|
1.23M
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.75K- 20.0% |
$65.8K - $79.8K
|
15K
$175K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.89K- 13.37% |
$68.3K - $82.8K
|
25.2K
$294K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.28K- 3.78% |
$75K - $91K
|
109K
$1.27M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.34K- 22.9% |
$76.1K - $92.3K
|
14.6K
$170K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.42K- 3.6% |
$77.5K - $93.9K
|
118K
$1.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.67K- 77.0% |
$82K - $99.4K
|
1.4K
$16.2K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-4.72K- 19.79% |
$82.7K - $100K
|
19.1K
$223K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4.72K- 24.52% |
$82.8K - $100K
|
14.5K
$169K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.93K- 3.43% |
$86.4K - $105K
|
139K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.93K- 10.91% |
$86.5K - $105K
|
40.3K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.04K- 2.66% |
$88.4K - $107K
|
185K
$2.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 21.09% |
$95.5K - $116K
|
20.4K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5.57K- 0.94% |
$97.7K - $118K
|
590K
$6.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5.57K- 35.29% |
$97.8K - $119K
|
10.2K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.64K- 10.44% |
$99K - $120K
|
48.4K
$564K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.69K- 28.03% |
$99.8K - $121K
|
14.6K
$170K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.76K- 16.65% |
$101K - $122K
|
28.8K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.89K- 1.27% |
$103K - $125K
|
460K
$5.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-6.18K- 5.46% |
$108K - $131K
|
107K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.42K- 13.88% |
$113K - $136K
|
39.8K
$463K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-6.54K- 1.82% |
$115K - $139K
|
353K
$4.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.79K- 81.16% |
$119K - $144K
|
1.58K
$18.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.8K- 39.94% |
$119K - $145K
|
10.2K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.37K- 33.91% |
$129K - $157K
|
14.4K
$167K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-7.39K- 10.43% |
$130K - $157K
|
63.4K
$739K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-8.22K- 12.66% |
$144K - $175K
|
56.7K
$660K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.7K- 17.7% |
$153K - $185K
|
40.4K
$471K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-8.76K- 8.17% |
$154K - $186K
|
98.5K
$1.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.88K- 23.83% |
$156K - $189K
|
28.4K
$330K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.96K- 11.78% |
$157K - $191K
|
67.1K
$781K
|