Purchases and Sales Made in Q3 2021 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.25K- 16.17% |
$91.9K - $101K
|
22K
$246K
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-4.46K- 30.03% |
$96.5K - $106K
|
10.4K
$116K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.67K- 17.33% |
$101K - $111K
|
22.3K
$249K
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-4.71K- 7.48% |
$102K - $112K
|
58.3K
$651K
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.78K- 15.46% |
$104K - $114K
|
26.2K
$292K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-4.8KClosed |
$104K - $114K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.84K- 22.33% |
$105K - $115K
|
16.8K
$188K
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
SELL
|
- |
-5KClosed |
$108K - $119K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.02K- 1.53% |
$109K - $119K
|
322K
$3.59M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-5.06K- 34.15% |
$110K - $120K
|
9.75K
$109K
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-5.13K- 5.74% |
$111K - $122K
|
84.2K
$940K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.24K- 1.27% |
$113K - $125K
|
409K
$4.56M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-5.32K- 9.12% |
$115K - $126K
|
53K
$592K
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-6.38KClosed |
$138K - $152K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.57K- 11.56% |
$142K - $156K
|
50.3K
$561K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-6.82KClosed |
$148K - $162K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.42K- 20.86% |
$182K - $200K
|
31.9K
$357K
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.46K- 25.45% |
$183K - $201K
|
24.8K
$277K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.6KClosed |
$186K - $205K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-8.64KClosed |
$187K - $206K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.7KClosed |
$188K - $207K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-8.98KClosed |
$194K - $214K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.99KClosed |
$195K - $214K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-9.09KClosed |
$197K - $216K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.18K- 10.89% |
$199K - $218K
|
75.1K
$839K
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.19K- 2.25% |
$199K - $219K
|
400K
$4.47M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.42KClosed |
$204K - $224K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-9.48KClosed |
$205K - $226K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-9.53KClosed |
$206K - $227K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.58K- 52.69% |
$207K - $228K
|
8.6K
$96.1K
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9.94K- 50.58% |
$215K - $236K
|
9.71K
$108K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.94KClosed |
$215K - $237K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9.97KClosed |
$216K - $237K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Sycomore Asset Management
|
SELL
|
- |
-10KClosed |
$217K - $238K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-10KClosed |
$217K - $238K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-10K- 7.13% |
$217K - $238K
|
130K
$1.46M
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
SELL
|
- |
-10.4KClosed |
$225K - $247K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10.5K- 4.74% |
$227K - $250K
|
211K
$2.35M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11.5KClosed |
$248K - $273K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-11.6K- 28.29% |
$252K - $277K
|
29.5K
$329K
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-11.7K- 13.55% |
$253K - $278K
|
74.5K
$833K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-12.1K- 19.87% |
$261K - $287K
|
48.7K
$543K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.8K- 0.69% |
$276K - $304K
|
1.84M
$20.5M
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12.9K- 20.31% |
$279K - $307K
|
50.6K
$565K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 23.46% |
$295K - $324K
|
44.5K
$497K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-14K- 35.89% |
$302K - $332K
|
25K
$279K
|
|
Oct 27, 2021
Q3 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-14KClosed |
$304K - $334K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-14.2KClosed |
$308K - $338K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-14.8K- 13.85% |
$320K - $352K
|
92K
$1.03M
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-15K- 54.19% |
$325K - $357K
|
12.7K
$142K
|