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 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-2.35K- 2.29% |
$41.7K - $46.7K
|
100K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.37K- 3.33% |
$42.1K - $47.2K
|
68.8K
$793K
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-2.41K- 49.99% |
$42.8K - $48K
|
2.41K
$27.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-2.41K- 49.99% |
$42.8K - $48K
|
2.41K
$27.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.44K- 2.65% |
$43.3K - $48.5K
|
89.4K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.44K- 9.2% |
$43.3K - $48.5K
|
24.1K
$277K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-2.49K- 5.03% |
$44.3K - $49.6K
|
47K
$541K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.51K- 10.24% |
$44.7K - $50K
|
22K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.52K- 17.23% |
$44.8K - $50.2K
|
12.1K
$139K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.56K- 5.88% |
$45.4K - $50.9K
|
40.9K
$471K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.58K- 7.4% |
$45.9K - $51.4K
|
32.3K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.59K- 14.03% |
$46K - $51.5K
|
15.8K
$183K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.59K- 14.16% |
$46.1K - $51.6K
|
15.7K
$181K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.63K- 99.73% |
$46.7K - $52.3K
|
7
$80.6
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.74K- 7.29% |
$48.7K - $54.5K
|
34.9K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.74K- 7.72% |
$48.8K - $54.6K
|
32.8K
$378K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.9K- 46.03% |
$51.6K - $57.7K
|
3.4K
$39.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.33K- 16.22% |
$59.2K - $66.3K
|
17.2K
$198K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.53K- 22.03% |
$62.7K - $70.2K
|
12.5K
$144K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-3.58K- 16.72% |
$63.6K - $71.3K
|
17.8K
$205K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.62K- 6.7% |
$64.3K - $72K
|
50.4K
$580K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.73K- 9.56% |
$66.2K - $74.2K
|
35.2K
$406K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.75K- 5.18% |
$66.6K - $74.6K
|
68.6K
$790K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.76K- 15.03% |
$66.8K - $74.8K
|
21.2K
$245K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.79K- 11.65% |
$67.4K - $75.4K
|
28.7K
$331K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.81K- 5.88% |
$67.7K - $75.9K
|
61K
$703K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-3.83K- 12.8% |
$68.1K - $76.2K
|
26.1K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.11K- 17.37% |
$73K - $81.8K
|
19.5K
$225K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.2K- 2.62% |
$74.6K - $83.5K
|
156K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.24K- 2.37% |
$75.5K - $84.5K
|
175K
$2.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-4.27K- 17.99% |
$76K - $85.1K
|
19.5K
$224K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-4.32K- 10.81% |
$76.8K - $86K
|
35.7K
$411K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.58K- 21.97% |
$81.4K - $91.2K
|
16.3K
$187K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.62K- 81.84% |
$82.2K - $92.1K
|
1.03K
$11.8K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.71K- 21.75% |
$83.7K - $93.7K
|
16.9K
$195K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.72K- 1.55% |
$84K - $94.1K
|
301K
$3.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.78K- 25.5% |
$84.9K - $95.1K
|
14K
$161K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.87K- 3.42% |
$86.6K - $96.9K
|
138K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.05K- 14.35% |
$89.8K - $101K
|
30.1K
$347K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.2K- 11.92% |
$92.4K - $103K
|
38.4K
$442K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.31K- 8.74% |
$94.5K - $106K
|
55.5K
$639K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5.41K- 55.96% |
$96.2K - $108K
|
4.26K
$49K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-5.69K- 16.83% |
$101K - $113K
|
28.1K
$324K
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-5.85K- 16.32% |
$104K - $117K
|
30K
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.99K- 31.61% |
$107K - $119K
|
13K
$149K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.08K- 25.79% |
$108K - $121K
|
17.5K
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-6.35K- 73.95% |
$113K - $126K
|
2.24K
$25.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-6.5K- 36.85% |
$115K - $129K
|
11.1K
$128K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.85K- 1.09% |
$122K - $136K
|
620K
$7.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7.39K- 64.85% |
$131K - $147K
|
4K
$46.1K
|