Purchases and Sales Made in Q4 2023 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q4 2023. 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 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
15.1K+ 38.77% |
$194K - $238K
|
54.1K
$630K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$191K - $233K
|
14.8K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$175K - $214K
|
13.6K
$159K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13.5K+ 1108.2% |
$174K - $212K
|
14.7K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 4.81% |
$164K - $201K
|
278K
$3.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12KNew |
$154K - $188K
|
12K
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
11.7KNew |
$150K - $184K
|
11.7K
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
11.6K+ 702.36% |
$149K - $182K
|
13.2K
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5KNew |
$148K - $181K
|
11.5K
$134K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.3KNew |
$146K - $178K
|
11.3K
$132K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$144K - $176K
|
11.2K
$130K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$142K - $174K
|
11.1K
$129K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
11KNew |
$142K - $173K
|
11K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.7K+ 9.86% |
$138K - $169K
|
119K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
10.6KNew |
$136K - $166K
|
10.6K
$123K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
10.6KNew |
$136K - $166K
|
10.6K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$132K - $162K
|
10.3K
$120K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10KNew |
$129K - $158K
|
10K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$129K - $157K
|
10K
$116K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9.59KNew |
$123K - $151K
|
9.59K
$112K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
8.51K+ 5.66% |
$109K - $134K
|
159K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
8.35K+ 19.61% |
$107K - $131K
|
50.9K
$593K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.15K+ 1756.9% |
$105K - $128K
|
8.62K
$100K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.06K+ 63.9% |
$104K - $127K
|
20.7K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.77K+ 1257.77% |
$100K - $122K
|
8.39K
$97.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
7.41KNew |
$95.3K - $117K
|
7.41K
$86.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7.24K+ 32.22% |
$93.1K - $114K
|
29.7K
$346K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.93K+ 2.56% |
$89.1K - $109K
|
277K
$3.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.84K+ 16.76% |
$88K - $108K
|
47.7K
$555K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.83K+ 52.17% |
$87.8K - $107K
|
19.9K
$232K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.6K+ 52.11% |
$84.9K - $104K
|
19.3K
$224K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
6.1K+ 16.73% |
$78.4K - $95.9K
|
42.6K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.04KNew |
$77.7K - $95K
|
6.04K
$70.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.68K+ 8.14% |
$73.1K - $89.4K
|
75.5K
$879K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.39K+ 12.76% |
$69.3K - $84.8K
|
47.6K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5K+ 67.46% |
$64.3K - $78.7K
|
12.4K
$144K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.87KNew |
$62.6K - $76.5K
|
4.87K
$56.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.85K+ 4.83% |
$62.3K - $76.3K
|
105K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.81K+ 21.26% |
$61.8K - $75.6K
|
27.4K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.74K+ 7.14% |
$60.9K - $74.5K
|
71.1K
$828K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
4.71K+ 21.05% |
$60.5K - $74K
|
27.1K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.54KNew |
$58.3K - $71.3K
|
4.54K
$52.8K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 2.53% |
$56.7K - $69.3K
|
178K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
4.2KNew |
$54K - $66.1K
|
4.2K
$48.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.1K+ 29.28% |
$52.7K - $64.5K
|
18.1K
$211K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.94K+ 24.24% |
$50.6K - $61.9K
|
20.2K
$235K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
3.63KNew |
$46.7K - $57.1K
|
3.63K
$42.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.38K+ 10.13% |
$43.4K - $53.1K
|
36.7K
$427K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.25KNew |
$41.8K - $51.1K
|
3.25K
$37.8K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
3.22K+ 3.13% |
$41.4K - $50.7K
|
106K
$1.24M
|