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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.38KClosed |
$28.3K - $35.7K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.51K- 11.53% |
$30.9K - $39K
|
11.6K
$134K
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.58K- 9.36% |
$32.2K - $40.6K
|
15.3K
$176K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.59K- 8.73% |
$32.4K - $40.9K
|
16.6K
$191K
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.63K- 0.32% |
$33.3K - $42.1K
|
509K
$5.86M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.64KClosed |
$33.5K - $42.3K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.66K- 4.86% |
$34K - $42.9K
|
32.6K
$375K
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.75K- 6.82% |
$35.8K - $45.1K
|
23.9K
$276K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.77K- 35.96% |
$36.1K - $45.6K
|
3.15K
$36.3K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 3.62% |
$37K - $46.7K
|
48.2K
$555K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.9K- 9.22% |
$38.8K - $48.9K
|
18.7K
$215K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.9K- 3.91% |
$38.8K - $49K
|
46.8K
$539K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.95K- 16.95% |
$39.8K - $50.2K
|
9.54K
$110K
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.98KClosed |
$40.6K - $51.2K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.05K- 6.95% |
$41.9K - $52.8K
|
27.4K
$316K
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.2K- 9.36% |
$45K - $56.7K
|
21.3K
$245K
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-2.26K- 18.08% |
$46.1K - $58.2K
|
10.2K
$118K
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-2.35K- 16.74% |
$48K - $60.6K
|
11.7K
$135K
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.38K- 0.94% |
$48.6K - $61.4K
|
250K
$2.88M
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.39K- 10.85% |
$48.9K - $61.7K
|
19.7K
$227K
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.48K- 18.74% |
$50.8K - $64K
|
10.8K
$124K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.54KClosed |
$51.9K - $65.5K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.63K- 2.96% |
$53.7K - $67.7K
|
86K
$991K
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.8K- 4.53% |
$57.2K - $72.2K
|
59K
$680K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.84K- 8.43% |
$58K - $73.2K
|
30.8K
$355K
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.85K- 1.33% |
$58.2K - $73.4K
|
211K
$2.44M
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.93K- 86.18% |
$59.9K - $75.6K
|
470
$5.41K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.97K- 97.67% |
$60.7K - $76.6K
|
71
$818
|
|
Feb 14, 2022
Q4 2021
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
- |
-3KClosed |
$61.3K - $77.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
SELL
|
- |
-3.07K- 6.47% |
$62.8K - $79.2K
|
44.4K
$511K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.17K- 14.38% |
$64.7K - $81.7K
|
18.9K
$217K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.17K- 13.93% |
$64.8K - $81.7K
|
19.6K
$226K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.2KClosed |
$65.4K - $82.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.21K- 2.3% |
$65.6K - $82.7K
|
137K
$1.57M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.22K- 92.64% |
$65.8K - $83K
|
256
$2.95K
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-3.28KClosed |
$67K - $84.6K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.48KClosed |
$71.2K - $89.8K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.85K- 27.41% |
$78.7K - $99.3K
|
10.2K
$117K
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.97K- 16.85% |
$81.1K - $102K
|
19.6K
$226K
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-4.03K- 21.56% |
$82.3K - $104K
|
14.6K
$169K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.08K- 4.76% |
$83.4K - $105K
|
81.7K
$942K
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4.12K- 17.21% |
$84.2K - $106K
|
19.8K
$228K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.13KClosed |
$84.5K - $107K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.18K- 0.21% |
$85.4K - $108K
|
1.96M
$22.6M
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.19K- 3.16% |
$85.6K - $108K
|
128K
$1.48M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.37K- 17.96% |
$89.4K - $113K
|
20K
$230K
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-4.39K- 10.33% |
$89.8K - $113K
|
38.1K
$439K
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.71K- 5.7% |
$96.3K - $121K
|
78K
$898K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-5.14K- 39.17% |
$105K - $132K
|
7.98K
$91.9K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.32K- 11.96% |
$109K - $137K
|
39.1K
$451K
|