Purchases and Sales Made in Q4 2021 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
205+ 1.7% |
$4.19K - $5.29K
|
12.2K
$141K
|
|
|
Jan 19, 2022
Q4 2021
|
Belmont Capital, LLC
|
BUY
|
- |
200+ 40.57% |
$4.09K - $5.16K
|
693
$7.98K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
198New |
$4.05K - $5.11K
|
198
$2.28K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
180+ 1.28% |
$3.68K - $4.64K
|
14.2K
$163K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
171+ 1.2% |
$3.5K - $4.41K
|
14.4K
$166K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
160New |
$3.27K - $4.13K
|
160
$1.84K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
154+ 99.35% |
$3.15K - $3.97K
|
309
$3.56K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
150+ 14.29% |
$3.07K - $3.87K
|
1.2K
$13.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
149New |
$3.05K - $3.84K
|
149
$1.72K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
130New |
$2.66K - $3.35K
|
130
$1.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
125+ 125.0% |
$2.56K - $3.22K
|
225
$2.59K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
124+ 1.27% |
$2.53K - $3.2K
|
9.88K
$114K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
106New |
$2.17K - $2.73K
|
106
$1.22K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101+ 8.45% |
$2.06K - $2.6K
|
1.3K
$14.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
101+ 0.56% |
$2.06K - $2.6K
|
18.2K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
100New |
$2.04K - $2.58K
|
100
$1.15K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$2.04K - $2.58K
|
100
$1.15K
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
98+ 362.96% |
$2K - $2.53K
|
125
$1.44K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
93New |
$1.9K - $2.4K
|
93
$1.07K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
92+ 0.3% |
$1.88K - $2.37K
|
31K
$357K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
80+ 0.14% |
$1.64K - $2.06K
|
56.4K
$650K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
50New |
$1.02K - $1.29K
|
50
$576
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
19+ 0.2% |
$388 - $490
|
9.57K
$110K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19+ 0.15% |
$388 - $490
|
12.3K
$142K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
19New |
$388 - $490
|
19
$219
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
15+ 16.13% |
$307 - $387
|
108
$1.24K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
13+ 0.61% |
$266 - $335
|
2.16K
$24.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
12+ 0.57% |
$245 - $309
|
2.1K
$24.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8New |
$164 - $206
|
8
$92.2
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.03% |
$143 - $181
|
25K
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 0.13% |
$143 - $181
|
5.59K
$64.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.53% |
$123 - $155
|
1.14K
$13.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
5+ 0.48% |
$102 - $129
|
1.04K
$11.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.29% |
$61.3 - $77.4
|
1.03K
$11.9K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.09% |
$61.3 - $77.4
|
3.3K
$38.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$40.9 - $51.6
|
479
$5.52K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.65% |
$40.9 - $51.6
|
310
$3.57K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 2.08% |
$20.4 - $25.8
|
49
$564
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$20.4 - $25.8
|
202
$2.33K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.5% |
$20.4 - $25.8
|
202
$2.33K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$20.4 - $25.8
|
1.06K
$12.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.31% |
$20.4 - $25.8
|
328
$3.78K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.53% |
$20.4 - $25.8
|
191
$2.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-3Closed |
$61.3 - $77.4
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-4- 0.02% |
$81.8 - $103
|
25.2K
$290K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-7- 0.07% |
$143 - $181
|
10.4K
$120K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10Closed |
$204 - $258
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-25Closed |
$511 - $645
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-27- 3.76% |
$552 - $696
|
691
$7.96K
|