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 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-5.32K- 6.32% |
$109K - $137K
|
78.9K
$908K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.63K- 7.67% |
$115K - $145K
|
67.7K
$780K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.87K- 9.55% |
$120K - $151K
|
55.6K
$641K
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-6K- 19.33% |
$123K - $155K
|
25K
$288K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.17K- 14.38% |
$126K - $159K
|
36.7K
$423K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.18KClosed |
$126K - $159K
|
0
$0
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.25K- 19.14% |
$128K - $161K
|
26.4K
$304K
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-6.4K- 16.11% |
$131K - $165K
|
33.3K
$384K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.46K- 9.04% |
$132K - $167K
|
65.1K
$750K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-6.65K- 22.8% |
$136K - $172K
|
22.5K
$259K
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.9K- 21.61% |
$141K - $178K
|
25K
$288K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-7.7K- 30.84% |
$157K - $199K
|
17.3K
$199K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.04K- 49.58% |
$164K - $207K
|
8.17K
$94.2K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.06KClosed |
$165K - $208K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.36K- 0.92% |
$171K - $216K
|
901K
$10.4M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.47K- 1.4% |
$173K - $219K
|
598K
$6.89M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.54K- 2.98% |
$175K - $220K
|
278K
$3.21M
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.85K- 44.15% |
$181K - $228K
|
11.2K
$129K
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-9K- 96.77% |
$184K - $232K
|
300
$3.46K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.03KClosed |
$184K - $233K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.31K- 5.39% |
$190K - $240K
|
163K
$1.88M
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-9.34KClosed |
$191K - $241K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.42KClosed |
$193K - $243K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.45KClosed |
$193K - $244K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.46KClosed |
$193K - $244K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-9.52KClosed |
$194K - $245K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.62K- 13.82% |
$197K - $248K
|
60K
$691K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.62K- 13.82% |
$197K - $248K
|
60K
$691K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-9.75KClosed |
$199K - $252K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9.79KClosed |
$200K - $252K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-9.85KClosed |
$201K - $254K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.98KClosed |
$204K - $257K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10KClosed |
$205K - $259K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.1KClosed |
$207K - $262K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-10.4KClosed |
$212K - $268K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
SELL
|
- |
-11.1K- 52.36% |
$227K - $286K
|
10.1K
$116K
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-11.1KClosed |
$227K - $287K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$229K - $289K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-11.2KClosed |
$229K - $289K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-11.4KClosed |
$232K - $293K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-11.5KClosed |
$235K - $297K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-11.7K- 9.78% |
$238K - $300K
|
108K
$1.24M
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.9K- 21.41% |
$243K - $306K
|
43.6K
$502K
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-12KClosed |
$245K - $309K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.2K- 22.84% |
$249K - $314K
|
41.1K
$474K
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12.7KClosed |
$260K - $328K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-13KClosed |
$265K - $335K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-13.8KClosed |
$281K - $355K
|
0
$0
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.9KClosed |
$283K - $358K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-14.8KClosed |
$302K - $381K
|
0
$0
|