Purchases and Sales Made in Q1 2023 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.42K+ 11.3% |
$118K - $137K
|
63.2K
$728K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.99K+ 46.22% |
$110K - $128K
|
19K
$218K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.57K+ 1.37% |
$102K - $119K
|
411K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.56K+ 3.16% |
$102K - $119K
|
182K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.41K+ 2254.17% |
$99.1K - $116K
|
5.65K
$65.1K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.34K+ 1.36% |
$97.8K - $114K
|
399K
$4.59M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.26K+ 13.22% |
$96.4K - $112K
|
45.1K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.15K+ 4.25% |
$94.4K - $110K
|
126K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
5.13K+ 1.45% |
$93.9K - $109K
|
358K
$4.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5K+ 3.64% |
$91.6K - $107K
|
142K
$1.64M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.79K+ 3.09% |
$87.8K - $102K
|
160K
$1.84M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
4.6KNew |
$84.3K - $98.3K
|
4.6K
$53K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4.39K+ 33.2% |
$80.5K - $93.9K
|
17.6K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4.39K+ 1.98% |
$80.4K - $93.8K
|
226K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.34K+ 29.71% |
$79.5K - $92.7K
|
19K
$218K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.28KNew |
$78.4K - $91.4K
|
4.28K
$49.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.02KNew |
$73.6K - $85.8K
|
4.02K
$46.3K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.94K+ 30.35% |
$72.3K - $84.2K
|
16.9K
$195K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.91K+ 15.16% |
$71.6K - $83.4K
|
29.7K
$342K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.82K+ 5.2% |
$70K - $81.7K
|
77.3K
$891K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.77K+ 34.42% |
$69.1K - $80.6K
|
14.7K
$170K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.73K+ 36.49% |
$68.3K - $79.7K
|
14K
$161K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
3.7K+ 14.11% |
$67.8K - $79K
|
29.9K
$345K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.55K+ 12.72% |
$65K - $75.8K
|
31.5K
$362K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3.45K+ 111.94% |
$63.2K - $73.7K
|
6.53K
$75.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.18K+ 5.12% |
$58.2K - $67.9K
|
65.2K
$752K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.15K+ 12.33% |
$57.7K - $67.3K
|
28.7K
$331K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
3K+ 22.13% |
$55K - $64.1K
|
16.6K
$191K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.91K+ 97066.67% |
$53.3K - $62.2K
|
2.92K
$33.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.73K+ 2.48% |
$49.9K - $58.2K
|
113K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.67K+ 21.2% |
$48.9K - $57K
|
15.3K
$176K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.64KNew |
$48.3K - $56.3K
|
2.64K
$30.4K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.62K+ 18.59% |
$47.9K - $55.9K
|
16.7K
$192K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.58K+ 6.31% |
$47.3K - $55.1K
|
43.4K
$500K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.58K+ 6.31% |
$47.3K - $55.1K
|
43.4K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.53K+ 14.37% |
$46.4K - $54.1K
|
20.2K
$232K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.51K+ 11.43% |
$46K - $53.7K
|
24.5K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.5K+ 1.91% |
$45.8K - $53.4K
|
133K
$1.54M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.47K+ 19.84% |
$45.2K - $52.7K
|
14.9K
$172K
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.43K+ 22.02% |
$44.4K - $51.8K
|
13.4K
$155K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.4K+ 17.6% |
$44K - $51.3K
|
16K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.38K+ 16.56% |
$43.6K - $50.8K
|
16.7K
$193K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.22KNew |
$40.7K - $47.5K
|
2.22K
$25.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.17KNew |
$39.8K - $46.4K
|
2.17K
$25K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
2.13KNew |
$38.9K - $45.4K
|
2.13K
$24.5K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.09K+ 12.52% |
$38.3K - $44.6K
|
18.8K
$216K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.06K+ 4.09% |
$37.7K - $43.9K
|
52.4K
$603K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.03K+ 2.61% |
$37.1K - $43.3K
|
79.7K
$918K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.02K+ 10.74% |
$36.9K - $43K
|
20.8K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
2K+ 13.92% |
$36.6K - $42.7K
|
16.4K
$189K
|