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 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
110+ 0.75% |
$1.96K - $2.19K
|
14.7K
$170K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
100+ 2.99% |
$1.78K - $1.99K
|
3.44K
$39.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
100+ 0.12% |
$1.78K - $1.99K
|
81.4K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$1.78K - $1.99K
|
100
$1.15K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
100+ 0.61% |
$1.78K - $1.99K
|
16.6K
$191K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
97+ 0.61% |
$1.72K - $1.93K
|
15.9K
$184K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
93+ 7.18% |
$1.65K - $1.85K
|
1.39K
$16K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
79+ 0.5% |
$1.4K - $1.57K
|
16K
$184K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
70+ 0.56% |
$1.24K - $1.39K
|
12.5K
$144K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
70+ 0.67% |
$1.24K - $1.39K
|
10.6K
$122K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
57+ 0.53% |
$1.01K - $1.13K
|
10.9K
$125K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
57+ 12.58% |
$1.01K - $1.13K
|
510
$5.88K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
57+ 0.66% |
$1.01K - $1.13K
|
8.73K
$101K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
55+ 0.33% |
$978 - $1.1K
|
17K
$195K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
53+ 17.1% |
$942 - $1.06K
|
363
$4.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
52+ 0.37% |
$925 - $1.04K
|
14.2K
$163K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.35% |
$836 - $936
|
13.5K
$156K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
43+ 0.25% |
$765 - $856
|
17.4K
$200K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
43+ 0.31% |
$765 - $856
|
13.8K
$158K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
40+ 0.33% |
$711 - $796
|
12K
$138K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
40+ 0.3% |
$711 - $796
|
13.4K
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
34+ 0.27% |
$605 - $677
|
12.7K
$147K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
32New |
$569 - $637
|
32
$369
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
30+ 0.14% |
$533 - $597
|
20.8K
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
27+ 0.21% |
$480 - $538
|
13K
$149K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
26+ 0.7% |
$462 - $518
|
3.74K
$43.1K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.44% |
$427 - $478
|
5.49K
$63.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
21+ 0.62% |
$373 - $418
|
3.42K
$39.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
21+ 0.67% |
$373 - $418
|
3.16K
$36.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.08% |
$249 - $279
|
16.7K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.66% |
$249 - $279
|
2.13K
$24.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 0.51% |
$231 - $259
|
2.59K
$29.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
12+ 0.64% |
$213 - $239
|
1.88K
$21.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.47% |
$178 - $199
|
2.13K
$24.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10New |
$178 - $199
|
10
$115
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.31% |
$160 - $179
|
2.89K
$33.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
7+ 0.67% |
$124 - $139
|
1.06K
$12.2K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.07% |
$124 - $139
|
10.3K
$119K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6+ 0.57% |
$107 - $119
|
1.06K
$12.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.6% |
$107 - $119
|
1.01K
$11.6K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6+ 0.33% |
$107 - $119
|
1.84K
$21.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
5+ 0.03% |
$88.9 - $99.6
|
18.2K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.29% |
$71.1 - $79.6
|
1.39K
$16K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.69% |
$71.1 - $79.6
|
587
$6.76K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.59% |
$53.3 - $59.7
|
510
$5.88K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.54% |
$53.3 - $59.7
|
562
$6.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$53.3 - $59.7
|
12.3K
$142K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.2% |
$53.3 - $59.7
|
1.54K
$17.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.04% |
$53.3 - $59.7
|
7.95K
$91.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.57% |
$35.6 - $39.8
|
350
$4.03K
|