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 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.9K+ 10.07% |
$34.8K - $40.5K
|
20.7K
$239K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.83KNew |
$33.6K - $39.2K
|
1.83K
$21.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.76KNew |
$32.2K - $37.6K
|
1.76K
$20.3K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.55K+ 8.52% |
$28.4K - $33.1K
|
19.7K
$227K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 3.01% |
$27.4K - $32K
|
51.3K
$591K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 7.09% |
$26.4K - $30.8K
|
21.8K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.44KNew |
$26.4K - $30.8K
|
1.44K
$16.6K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.42K+ 10.04% |
$26K - $30.3K
|
15.6K
$179K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.36K+ 7.98% |
$25K - $29.1K
|
18.4K
$212K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.28KNew |
$23.4K - $27.3K
|
1.28K
$14.7K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 73.09% |
$23.1K - $27K
|
2.99K
$34.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.22K+ 5.12% |
$22.3K - $26K
|
25K
$288K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.22K+ 3.44% |
$22.3K - $26K
|
36.6K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 1.83% |
$22K - $25.6K
|
66.6K
$767K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.19K+ 0.68% |
$21.9K - $25.5K
|
176K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.18K+ 3.42% |
$21.5K - $25.1K
|
35.5K
$409K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
1.14K+ 2.26% |
$20.8K - $24.3K
|
51.6K
$594K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.14K+ 7.08% |
$20.8K - $24.3K
|
17.2K
$198K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.12K+ 0.24% |
$20.5K - $23.9K
|
469K
$5.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
1.06K+ 2.38% |
$19.5K - $22.7K
|
45.7K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.04K+ 0.53% |
$19.1K - $22.2K
|
196K
$2.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
975+ 6.79% |
$17.9K - $20.8K
|
15.3K
$177K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
957+ 34.66% |
$17.5K - $20.4K
|
3.72K
$42.8K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
956+ 8.7% |
$17.5K - $20.4K
|
11.9K
$138K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
955+ 2.47% |
$17.5K - $20.4K
|
39.5K
$456K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
954+ 4.25% |
$17.5K - $20.4K
|
23.4K
$269K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
855+ 4.34% |
$15.7K - $18.3K
|
20.5K
$237K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
829+ 2.12% |
$15.2K - $17.7K
|
40K
$461K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
800New |
$14.7K - $17.1K
|
800
$9.22K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
718New |
$13.2K - $15.3K
|
718
$8.27K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
697+ 4.42% |
$12.8K - $14.9K
|
16.5K
$190K
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
660+ 2.55% |
$12.1K - $14.1K
|
26.5K
$305K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
657+ 4.01% |
$12K - $14K
|
17K
$196K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
650+ 4.62% |
$11.9K - $13.9K
|
14.7K
$170K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
646+ 4.27% |
$11.8K - $13.8K
|
15.8K
$182K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
600+ 3.31% |
$11K - $12.8K
|
18.7K
$216K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
558New |
$10.2K - $11.9K
|
558
$6.43K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
550+ 433.07% |
$10.1K - $11.7K
|
677
$7.8K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
536+ 3.38% |
$9.82K - $11.4K
|
16.4K
$189K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
512+ 3.63% |
$9.38K - $10.9K
|
14.6K
$168K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
507New |
$9.29K - $10.8K
|
507
$5.84K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
505+ 4.18% |
$9.25K - $10.8K
|
12.6K
$145K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
486+ 18.3% |
$8.9K - $10.4K
|
3.14K
$36.2K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
467New |
$8.56K - $9.98K
|
467
$5.38K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
465+ 2.43% |
$8.52K - $9.93K
|
19.6K
$226K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
450New |
$8.24K - $9.61K
|
450
$5.18K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
432New |
$7.91K - $9.23K
|
432
$4.98K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
410+ 1.28% |
$7.51K - $8.76K
|
32.6K
$375K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
409+ 3.48% |
$7.49K - $8.74K
|
12.2K
$140K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
374+ 114.37% |
$6.85K - $7.99K
|
701
$8.08K
|