Purchases and Sales Made in Q3 2022 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
50+ 19.23% |
$940 - $1.18K
|
310
$3.57K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
49+ 0.35% |
$922 - $1.16K
|
14.2K
$164K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
45+ 0.09% |
$846 - $1.06K
|
49.3K
$568K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
42+ 0.22% |
$790 - $992
|
19.2K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
37+ 0.3% |
$696 - $874
|
12.5K
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
31New |
$583 - $732
|
31
$357
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.97% |
$395 - $496
|
2.19K
$25.3K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19+ 0.11% |
$357 - $449
|
16.9K
$194K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
14+ 0.06% |
$263 - $331
|
21.6K
$249K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 66.67% |
$188 - $236
|
25
$288
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7New |
$132 - $165
|
7
$80.6
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 8.89% |
$75.2 - $94.4
|
49
$564
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2New |
$37.6 - $47.2
|
2
$23
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.19% |
$18.8 - $23.6
|
537
$6.19K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.04% |
$18.8 - $23.6
|
2.66K
$30.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4- -0.0% |
$75.2 - $94.4
|
598K
$6.89M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-36- 0.31% |
$677 - $850
|
11.5K
$133K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 4.93% |
$940 - $1.18K
|
964
$11.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-58- 0.69% |
$1.09K - $1.37K
|
8.36K
$96.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-75- 18.75% |
$1.41K - $1.77K
|
325
$3.74K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-88- 6.36% |
$1.66K - $2.08K
|
1.3K
$14.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-89- 45.18% |
$1.67K - $2.1K
|
108
$1.24K
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-100- 0.09% |
$1.88K - $2.36K
|
105K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-115- 44.92% |
$2.16K - $2.72K
|
141
$1.62K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-119- 23.47% |
$2.24K - $2.81K
|
388
$4.47K
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-124- 0.77% |
$2.33K - $2.93K
|
16K
$185K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-146- 0.63% |
$2.75K - $3.45K
|
23.2K
$267K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-165- 0.11% |
$3.1K - $3.9K
|
146K
$1.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-173- 7.02% |
$3.25K - $4.08K
|
2.29K
$26.4K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-177- 0.23% |
$3.33K - $4.18K
|
76.8K
$884K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-197- 1.43% |
$3.71K - $4.65K
|
13.6K
$156K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-202- 0.34% |
$3.8K - $4.77K
|
60K
$691K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-239- 4.46% |
$4.5K - $5.64K
|
5.12K
$58.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-242- 2.3% |
$4.55K - $5.71K
|
10.3K
$118K
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-274- 0.36% |
$5.15K - $6.47K
|
76.7K
$884K
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
SELL
|
- |
-276- 2.04% |
$5.19K - $6.52K
|
13.2K
$153K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-294- 2.04% |
$5.53K - $6.94K
|
14.1K
$162K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-300- 1.35% |
$5.64K - $7.08K
|
21.9K
$253K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-317- 1.91% |
$5.96K - $7.48K
|
16.3K
$187K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-329Closed |
$6.19K - $7.77K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-346- 1.61% |
$6.51K - $8.17K
|
21.1K
$243K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-360- 2.53% |
$6.77K - $8.5K
|
13.9K
$160K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-399- 0.82% |
$7.51K - $9.42K
|
48.2K
$556K
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-400- 66.67% |
$7.52K - $9.44K
|
200
$2.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-431- 0.57% |
$8.11K - $10.2K
|
75.3K
$867K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-450- 2.48% |
$8.46K - $10.6K
|
17.7K
$204K
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-458- 60.42% |
$8.61K - $10.8K
|
300
$3.46K
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-500- 2.34% |
$9.41K - $11.8K
|
20.9K
$240K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-570Closed |
$10.7K - $13.5K
|
0
$0
|