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 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-444- 3.27% |
$8.13K - $9.48K
|
13.1K
$151K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-499- 2.28% |
$9.14K - $10.7K
|
21.4K
$247K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-500- 10.48% |
$9.16K - $10.7K
|
4.27K
$49.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-500- 20.6% |
$9.16K - $10.7K
|
1.93K
$22.2K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-535- 83.46% |
$9.8K - $11.4K
|
106
$1.22K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-550- 47.41% |
$10.1K - $11.7K
|
610
$7.03K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-570- 0.7% |
$10.4K - $12.2K
|
81.3K
$936K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-627- 2.1% |
$11.5K - $13.4K
|
29.3K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-640- 5.36% |
$11.7K - $13.7K
|
11.3K
$130K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-644- 2.71% |
$11.8K - $13.8K
|
23.1K
$266K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-673- 2.14% |
$12.3K - $14.4K
|
30.7K
$354K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-673- 12.81% |
$12.3K - $14.4K
|
4.58K
$52.8K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-734- 0.71% |
$13.4K - $15.7K
|
102K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-761- 5.68% |
$13.9K - $16.3K
|
12.6K
$145K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-772- 1.5% |
$14.1K - $16.5K
|
50.8K
$585K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-773- 1.03% |
$14.2K - $16.5K
|
73.9K
$852K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-816- 0.81% |
$14.9K - $17.4K
|
100K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-853- 2.8% |
$15.6K - $18.2K
|
29.6K
$341K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-871- 3.71% |
$16K - $18.6K
|
22.6K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-911- 24.05% |
$16.7K - $19.5K
|
2.88K
$33.1K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.03K- 3.17% |
$18.8K - $21.9K
|
31.3K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.04K- 7.05% |
$19.1K - $22.2K
|
13.7K
$158K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.05K- 1.88% |
$19.2K - $22.4K
|
54.7K
$631K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.36% |
$19.5K - $22.7K
|
18.8K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 2.69% |
$20.7K - $24.2K
|
40.9K
$472K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.26K- 37.62% |
$23.1K - $26.9K
|
2.09K
$24.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.35K- 1.26% |
$24.7K - $28.8K
|
106K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 98.35% |
$25.2K - $29.3K
|
23
$265
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.44K- 1.32% |
$26.4K - $30.8K
|
107K
$1.24M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.49K- 3.23% |
$27.3K - $31.8K
|
44.7K
$515K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 2.42% |
$27.6K - $32.2K
|
60.8K
$700K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.64K- 6.49% |
$30K - $35K
|
23.6K
$272K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.68K- 0.36% |
$30.7K - $35.8K
|
458K
$5.28M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.83K- 17.54% |
$33.5K - $39K
|
8.59K
$98.9K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.92K- 10.79% |
$35.1K - $40.9K
|
15.8K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.94K- 1.71% |
$35.5K - $41.4K
|
112K
$1.29M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.96K- 15.75% |
$35.9K - $41.8K
|
10.5K
$121K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.04K- 17.4% |
$37.3K - $43.5K
|
9.67K
$111K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.15K- 2.13% |
$39.3K - $45.9K
|
98.7K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.35K- 10.63% |
$43K - $50.1K
|
19.7K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.35K- 3.7% |
$43.1K - $50.2K
|
61.1K
$704K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.53K- 6.09% |
$46.3K - $53.9K
|
39K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.53K- 6.75% |
$46.3K - $53.9K
|
34.9K
$402K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.72K- 4.8% |
$49.8K - $58.1K
|
54K
$622K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.91K- 99.9% |
$53.3K - $62.2K
|
3
$34.6
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3K- 69.83% |
$55K - $64.1K
|
1.3K
$14.9K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.56K- 19.85% |
$65.2K - $76.1K
|
14.4K
$166K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.69K- 7.54% |
$67.6K - $78.8K
|
45.2K
$521K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.79K- 1.05% |
$69.5K - $81K
|
358K
$4.13M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-3.85K- 8.81% |
$70.6K - $82.3K
|
39.9K
$459K
|