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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.23% |
$35.6 - $39.8
|
872
$10K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$35.6 - $39.8
|
2
$23
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$35.6 - $39.8
|
21.8K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.7% |
$17.8 - $19.9
|
143
$1.65K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.33% |
$17.8 - $19.9
|
44
$507
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$17.8 - $19.9
|
301
$3.47K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$17.8 - $19.9
|
13.5K
$156K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-10- 0.69% |
$178 - $199
|
1.45K
$16.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17- 0.77% |
$302 - $338
|
2.21K
$25.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-31- 0.6% |
$551 - $617
|
5.15K
$59.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-31- 2.77% |
$551 - $617
|
1.09K
$12.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-39- 0.48% |
$693 - $776
|
8.13K
$93.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-51- 2.13% |
$907 - $1.02K
|
2.35K
$27K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-52- 61.9% |
$925 - $1.04K
|
32
$369
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-63- 0.21% |
$1.12K - $1.25K
|
30.7K
$353K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-67- 0.4% |
$1.19K - $1.33K
|
16.5K
$190K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-71- 0.24% |
$1.26K - $1.41K
|
29.2K
$336K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-78- 16.99% |
$1.39K - $1.55K
|
381
$4.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-81- 3.67% |
$1.44K - $1.61K
|
2.12K
$24.5K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-82- 0.35% |
$1.46K - $1.63K
|
23.7K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-82- 0.28% |
$1.46K - $1.63K
|
28.9K
$332K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-84- 0.15% |
$1.49K - $1.67K
|
54.7K
$630K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-89- 0.38% |
$1.58K - $1.77K
|
23.2K
$268K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-96- 0.83% |
$1.71K - $1.91K
|
11.4K
$131K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 5.69% |
$1.78K - $1.99K
|
1.66K
$19.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 14.29% |
$1.78K - $1.99K
|
600
$6.91K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-112- 5.37% |
$1.99K - $2.23K
|
1.97K
$22.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-138- 0.31% |
$2.45K - $2.75K
|
43.8K
$505K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-151- 1.35% |
$2.68K - $3.01K
|
11K
$127K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-152- 1.08% |
$2.7K - $3.03K
|
13.9K
$160K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-174- 1.66% |
$3.09K - $3.46K
|
10.3K
$119K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-186- 12.2% |
$3.31K - $3.7K
|
1.34K
$15.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 10.26% |
$3.56K - $3.98K
|
1.75K
$20.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-201- 0.67% |
$3.57K - $4K
|
29.8K
$343K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-202- 0.67% |
$3.59K - $4.02K
|
30.1K
$347K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-205- 9.45% |
$3.64K - $4.08K
|
1.97K
$22.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-255- 2.61% |
$4.53K - $5.08K
|
9.51K
$110K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-255- 1.29% |
$4.53K - $5.08K
|
19.5K
$224K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-306- 2.74% |
$5.44K - $6.09K
|
10.9K
$125K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-323- 4.39% |
$5.74K - $6.43K
|
7.03K
$81K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-340- 1.35% |
$6.05K - $6.77K
|
24.8K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-371- 98.93% |
$6.6K - $7.39K
|
4
$46.1
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-381- 2.01% |
$6.77K - $7.59K
|
18.5K
$214K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-400- 1.92% |
$7.11K - $7.96K
|
20.4K
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-434- 2.22% |
$7.72K - $8.64K
|
19.2K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-450- 66.47% |
$8K - $8.96K
|
227
$2.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-451- 38.98% |
$8.02K - $8.98K
|
706
$8.13K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-486- 1.06% |
$8.64K - $9.68K
|
45.2K
$521K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-503- 0.68% |
$8.94K - $10K
|
73.4K
$846K
|