Purchases and Sales Made in Q4 2022 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10.3K+ 88.71% |
$181K - $220K
|
22K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10.2KNew |
$179K - $217K
|
10.2K
$134K
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
BUY
|
- |
10.2K+ 25.27% |
$178K - $216K
|
50.4K
$659K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.88K+ 41.87% |
$173K - $210K
|
33.5K
$437K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.73K+ 4.64% |
$171K - $207K
|
220K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.7K+ 3.67% |
$170K - $206K
|
274K
$3.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
9.69K+ 6.5% |
$170K - $206K
|
159K
$2.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
9.26K+ 80.29% |
$162K - $197K
|
20.8K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9KNew |
$158K - $191K
|
9K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
8.75K+ 58.33% |
$153K - $186K
|
23.8K
$310K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
8.67K+ 123785.71% |
$152K - $184K
|
8.67K
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8.16K+ 44.17% |
$143K - $173K
|
26.6K
$348K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
7.91K+ 33.67% |
$139K - $168K
|
31.4K
$410K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.71KNew |
$135K - $164K
|
7.71K
$101K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.63K+ 3.04% |
$134K - $162K
|
259K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.13K+ 2.08% |
$125K - $152K
|
349K
$4.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6.86KNew |
$120K - $146K
|
6.86K
$89.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.62K+ 7.82% |
$116K - $141K
|
91.3K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.32K+ 50.51% |
$111K - $135K
|
18.8K
$246K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.16K+ 1.33% |
$108K - $131K
|
468K
$6.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.79K+ 11.81% |
$102K - $123K
|
54.8K
$716K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.61K+ 28.91% |
$98.3K - $119K
|
25K
$327K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
5.5K+ 16.91% |
$96.5K - $117K
|
38K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.5KNew |
$96.4K - $117K
|
5.5K
$71.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5.49K+ 281.79% |
$96.3K - $117K
|
7.44K
$97.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
5.47KNew |
$95.9K - $116K
|
5.47K
$71.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.41K+ 66.34% |
$94.8K - $115K
|
13.6K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.37K+ 3.95% |
$94.2K - $114K
|
141K
$1.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
5.33K+ 5.06% |
$93.5K - $113K
|
111K
$1.45M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.25K+ 84.01% |
$92.1K - $112K
|
11.5K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.1K+ 25.89% |
$89.5K - $108K
|
24.8K
$324K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.83K+ 36.09% |
$84.8K - $103K
|
18.2K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
4.78K+ 45.45% |
$83.8K - $102K
|
15.3K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.7K+ 8.17% |
$82.5K - $100K
|
62.3K
$813K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.68K+ 24.21% |
$82K - $99.4K
|
24K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.62KNew |
$81.1K - $98.4K
|
4.62K
$60.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.56K+ 33.63% |
$80K - $97.1K
|
18.1K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.4K+ 5.03% |
$77.2K - $93.6K
|
91.8K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.35K+ 11.7% |
$76.2K - $92.4K
|
41.5K
$542K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
4.31K+ 287.27% |
$75.6K - $91.7K
|
5.81K
$75.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.29K+ 35.65% |
$75.2K - $91.2K
|
16.3K
$213K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.17KNew |
$73.1K - $88.7K
|
4.17K
$54.5K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.07K+ 20.92% |
$71.3K - $86.5K
|
23.5K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.77KNew |
$66.1K - $80.2K
|
3.77K
$49.2K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 5.46% |
$65.7K - $79.7K
|
72.3K
$945K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.73KNew |
$65.4K - $79.3K
|
3.73K
$48.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.68K+ 15.09% |
$64.5K - $78.2K
|
28K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.57K+ 28.81% |
$62.6K - $76K
|
16K
$209K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.47KNew |
$60.9K - $73.8K
|
3.47K
$45.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 34.51% |
$60.7K - $73.6K
|
13.5K
$176K
|