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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.15K- 2.83% |
$76.1K - $88.7K
|
142K
$1.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.21K- 48.94% |
$77K - $89.8K
|
4.39K
$50.5K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.39K- 15.66% |
$80.4K - $93.8K
|
23.6K
$272K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.64K- 2.13% |
$84.9K - $99K
|
213K
$2.46M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.81K- 26.42% |
$88.2K - $103K
|
13.4K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.85K- 10.0% |
$88.8K - $103K
|
43.6K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.86K- 9.09% |
$89K - $104K
|
48.5K
$559K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.87K- 18.36% |
$89.1K - $104K
|
21.6K
$249K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.99K- 6.45% |
$91.4K - $107K
|
72.3K
$833K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.14K- 17.31% |
$94.2K - $110K
|
24.6K
$283K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5.34K- 0.97% |
$97.8K - $114K
|
547K
$6.31M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.35K- 2.44% |
$98K - $114K
|
214K
$2.47M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.78K- 36.21% |
$106K - $124K
|
10.2K
$117K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.83K- 2.83% |
$107K - $124K
|
200K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.96K- 3.22% |
$109K - $127K
|
179K
$2.06M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.2K- 6.47% |
$113K - $132K
|
89.5K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.25K- 1.59% |
$115K - $134K
|
388K
$4.47M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.68K- 6.5% |
$122K - $143K
|
96.1K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.69K- 12.2% |
$122K - $143K
|
48.1K
$554K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.23K- 38.58% |
$132K - $154K
|
11.5K
$133K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.32K- 7.38% |
$134K - $156K
|
91.9K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-7.43K- 11.76% |
$136K - $159K
|
55.8K
$642K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.51K- 18.65% |
$138K - $160K
|
32.7K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.62K- 2.18% |
$140K - $163K
|
342K
$3.94M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.71K- 91.87% |
$141K - $165K
|
682
$7.86K
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-7.89K- 24.94% |
$144K - $168K
|
23.7K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.44K- 20.9% |
$155K - $180K
|
31.9K
$368K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.63K- 55.38% |
$176K - $206K
|
7.76K
$89.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9.73K- 23.02% |
$178K - $208K
|
32.5K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.85K- 14.67% |
$180K - $210K
|
57.3K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-9.87K- 38.28% |
$181K - $211K
|
15.9K
$183K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.88K- 1.45% |
$181K - $211K
|
673K
$7.75M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.98K- 86.75% |
$183K - $213K
|
1.52K
$17.6K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.3K- 7.57% |
$188K - $219K
|
125K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.6K- 2.88% |
$195K - $227K
|
359K
$4.13M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10.8K- 22.36% |
$198K - $231K
|
37.6K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.3K- 2.09% |
$207K - $242K
|
530K
$6.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-11.5K- 64.51% |
$210K - $245K
|
6.3K
$72.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-11.6K- 0.84% |
$212K - $247K
|
1.36M
$15.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-11.9K- 19.11% |
$218K - $254K
|
50.4K
$581K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-16.7K- 7.72% |
$306K - $357K
|
200K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-16.8K- 7.49% |
$308K - $359K
|
208K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-18.3K- 9.12% |
$335K - $391K
|
182K
$2.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-19K- 13.67% |
$347K - $405K
|
120K
$1.38M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.1K- 1.41% |
$349K - $407K
|
1.34M
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.6K- 48.44% |
$359K - $418K
|
20.8K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-20K- 66.34% |
$367K - $428K
|
10.2K
$117K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-20.3K- 7.82% |
$371K - $433K
|
239K
$2.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-24.2K- 36.95% |
$444K - $518K
|
41.3K
$476K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-26.2K- 7.68% |
$480K - $559K
|
315K
$3.63M
|