Purchases and Sales Made in Q2 2023 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q2 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 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.86K+ 769.94% |
$158K - $176K
|
10K
$115K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
8.79K+ 1.4% |
$156K - $175K
|
639K
$7.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.5K+ 10.49% |
$151K - $169K
|
89.6K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.28K+ 10.74% |
$147K - $165K
|
85.4K
$984K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
8.17K+ 2.28% |
$145K - $163K
|
366K
$4.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.75K+ 6.88% |
$138K - $154K
|
120K
$1.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
7.71K+ 5.42% |
$137K - $153K
|
150K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7.7K+ 161.46% |
$137K - $153K
|
12.5K
$144K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
7.07K+ 43.79% |
$126K - $141K
|
23.2K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.02K+ 6.38% |
$125K - $140K
|
117K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.92K+ 58.28% |
$123K - $138K
|
18.8K
$216K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
6.62K+ 12.64% |
$118K - $132K
|
59K
$680K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
6.57K+ 62.08% |
$117K - $131K
|
17.2K
$198K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.25K+ 12.18% |
$111K - $124K
|
57.6K
$663K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.87K+ 16.12% |
$104K - $117K
|
42.3K
$487K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
5.75K+ 8.82% |
$102K - $115K
|
71K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.67K+ 3.65% |
$101K - $113K
|
161K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.67K+ 4.02% |
$101K - $113K
|
147K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
5.58K+ 4.58% |
$99.1K - $111K
|
127K
$1.47M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.56K+ 33.31% |
$98.8K - $111K
|
22.2K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.46K+ 21.78% |
$97.1K - $109K
|
30.5K
$352K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5.07K+ 17.85% |
$90.1K - $101K
|
33.4K
$385K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.01K+ 91.08% |
$89K - $99.6K
|
10.5K
$121K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5K+ 3.0% |
$88.9K - $99.6K
|
172K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.89K+ 5.09% |
$86.9K - $97.3K
|
101K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.51K+ 1.61% |
$80.2K - $89.8K
|
285K
$3.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.48K+ 18.29% |
$79.7K - $89.2K
|
29K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.94K+ 14.9% |
$70.1K - $78.5K
|
30.4K
$350K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.7K+ 4.64% |
$65.8K - $73.6K
|
83.4K
$960K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.63K+ 2.87% |
$64.6K - $72.3K
|
130K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.28K+ 468.05% |
$58.3K - $65.3K
|
3.98K
$45.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.2KNew |
$56.9K - $63.7K
|
3.2K
$36.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.16K+ 731.94% |
$56.2K - $63K
|
3.59K
$41.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.16K+ 14.63% |
$56.1K - $62.8K
|
24.7K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.93K+ 0.66% |
$52.2K - $58.4K
|
447K
$5.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.88KNew |
$51.2K - $57.3K
|
2.88K
$33.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.87K+ 22.61% |
$51K - $57.1K
|
15.6K
$179K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.87K+ 22.61% |
$51K - $57.1K
|
15.6K
$179K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2.78KNew |
$49.5K - $55.4K
|
2.78K
$32.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.75K+ 23.29% |
$48.8K - $54.7K
|
14.5K
$167K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.49K+ 15.46% |
$44.3K - $49.7K
|
18.6K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.29K+ 5.79% |
$40.7K - $45.6K
|
41.8K
$482K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.23K+ 13.25% |
$39.7K - $44.5K
|
19.1K
$220K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.23K+ 14.79% |
$39.6K - $44.3K
|
17.3K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.2K+ 1.65% |
$39K - $43.7K
|
136K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.11K+ 10.72% |
$37.6K - $42.1K
|
21.8K
$252K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.1K+ 4.71% |
$37.3K - $41.8K
|
46.7K
$538K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.01K+ 0.31% |
$35.7K - $40K
|
658K
$7.58M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.94KNew |
$34.4K - $38.5K
|
1.94K
$22.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.91K+ 9.48% |
$34K - $38.1K
|
22.1K
$254K
|