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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.06% |
$110 - $128
|
10.9K
$125K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5+ 0.03% |
$91.6 - $107
|
14.3K
$165K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 50.0% |
$55 - $64.1
|
9
$104
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.02% |
$18.3 - $21.4
|
5.36K
$61.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.13% |
$55 - $64.1
|
2.4K
$27.6K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3- 0.05% |
$55 - $64.1
|
6.3K
$72.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 1.58% |
$165 - $192
|
559
$6.44K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-20- 0.58% |
$366 - $427
|
3.45K
$39.7K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-20- 0.04% |
$366 - $427
|
45.1K
$520K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-41- 0.08% |
$751 - $876
|
54.4K
$627K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-42- 2.45% |
$769 - $897
|
1.68K
$19.3K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42- 0.02% |
$769 - $897
|
220K
$2.53M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-43- 14.78% |
$788 - $918
|
248
$2.86K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 0.18% |
$916 - $1.07K
|
28.3K
$326K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-51- 59.3% |
$934 - $1.09K
|
35
$403
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-53- 0.34% |
$971 - $1.13K
|
15.6K
$180K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-60- 7.1% |
$1.1K - $1.28K
|
785
$9.04K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-60- 5.71% |
$1.1K - $1.28K
|
990
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-65- 1.91% |
$1.19K - $1.39K
|
3.34K
$38.5K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-84- 5.46% |
$1.54K - $1.79K
|
1.46K
$16.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-90- 1.21% |
$1.65K - $1.92K
|
7.35K
$84.7K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-99- 4.48% |
$1.81K - $2.11K
|
2.11K
$24.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 4.35% |
$1.83K - $2.14K
|
2.2K
$25.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-106- 1.28% |
$1.94K - $2.26K
|
8.17K
$94.1K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-115- 0.83% |
$2.11K - $2.46K
|
13.7K
$158K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-119- 0.73% |
$2.18K - $2.54K
|
16.1K
$186K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-120- 6.22% |
$2.2K - $2.56K
|
1.81K
$20.9K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-142- 0.53% |
$2.6K - $3.03K
|
26.5K
$305K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-164- 1.11% |
$3K - $3.5K
|
14.6K
$168K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-174Closed |
$3.19K - $3.72K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-179- 0.59% |
$3.28K - $3.82K
|
30K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-186- 0.52% |
$3.41K - $3.97K
|
35.5K
$408K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-200- 0.25% |
$3.66K - $4.27K
|
81.1K
$934K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-243- 0.85% |
$4.45K - $5.19K
|
28.4K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-245- 98.0% |
$4.49K - $5.23K
|
5
$57.6
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-252- 2.02% |
$4.62K - $5.38K
|
12.2K
$140K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-253- 59.53% |
$4.63K - $5.4K
|
172
$1.98K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-261- 5.0% |
$4.78K - $5.57K
|
4.96K
$57.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-268- 43.51% |
$4.91K - $5.72K
|
348
$4.01K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-276- 37.86% |
$5.06K - $5.9K
|
453
$5.22K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-285- 0.8% |
$5.22K - $6.09K
|
35.2K
$405K
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-292- 1.7% |
$5.35K - $6.24K
|
16.9K
$194K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-297- 1.82% |
$5.44K - $6.34K
|
16K
$184K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 0.72% |
$5.5K - $6.41K
|
41.3K
$475K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-317- 96.94% |
$5.81K - $6.77K
|
10
$115
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-398- 0.39% |
$7.29K - $8.5K
|
101K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 25.69% |
$7.33K - $8.54K
|
1.16K
$13.3K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-423- 0.95% |
$7.75K - $9.04K
|
44K
$507K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-425- 26.97% |
$7.79K - $9.08K
|
1.15K
$13.3K
|