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 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.44K+ 3.68% |
$60.3K - $73.1K
|
96.7K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.39KNew |
$59.4K - $72.1K
|
3.39K
$44.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3.3KNew |
$57.9K - $70.2K
|
3.3K
$43.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
3.28K+ 1.54% |
$57.5K - $69.8K
|
216K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.21K+ 211.95% |
$56.3K - $68.3K
|
4.73K
$61.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.04K+ 19.14% |
$53.3K - $64.7K
|
18.9K
$247K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3K+ 231.48% |
$52.6K - $63.8K
|
4.3K
$56.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.93K+ 36.34% |
$51.4K - $62.3K
|
11K
$143K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.91K+ 2.02% |
$51K - $61.9K
|
147K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.64K+ 10.72% |
$46.3K - $56.2K
|
27.3K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.63K+ 18.2% |
$46.1K - $55.9K
|
17.1K
$223K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.44K+ 18.43% |
$42.8K - $51.9K
|
15.7K
$205K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
2.42K+ 2.4% |
$42.5K - $51.5K
|
103K
$1.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.4KNew |
$42.1K - $51K
|
2.4K
$31.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.31K+ 16.36% |
$40.4K - $49K
|
16.4K
$214K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.27K+ 14.16% |
$39.8K - $48.3K
|
18.3K
$239K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.16K+ 2.74% |
$38K - $46K
|
81.3K
$1.06M
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.1K+ 17.54% |
$36.8K - $44.7K
|
14.1K
$184K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.08K+ 4.31% |
$36.5K - $44.2K
|
50.3K
$657K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2KNew |
$35.1K - $42.5K
|
2K
$26.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.94K+ 1.63% |
$34.1K - $41.3K
|
121K
$1.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.81K+ 1.34% |
$31.7K - $38.5K
|
137K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.61K+ 11.42% |
$28.2K - $34.2K
|
15.7K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.6K+ 72.73% |
$28K - $33.9K
|
3.79K
$49.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.56K+ 2.82% |
$27.3K - $33.1K
|
56.8K
$742K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.52K+ 12.91% |
$26.7K - $32.4K
|
13.3K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.47KNew |
$25.8K - $31.3K
|
1.47K
$19.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.38K+ 0.82% |
$24.3K - $29.4K
|
170K
$2.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.36K+ 5.46% |
$23.8K - $28.9K
|
26.2K
$342K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.34K+ 13.92% |
$23.5K - $28.5K
|
11K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.33K+ 4.01% |
$23.3K - $28.3K
|
34.5K
$450K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
1.28K+ 8.18% |
$22.4K - $27.2K
|
16.9K
$221K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.19KNew |
$20.9K - $25.4K
|
1.19K
$15.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.18K+ 10.96% |
$20.7K - $25.1K
|
12K
$156K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.15K+ 3.99% |
$20.1K - $24.4K
|
29.9K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.13K+ 2.48% |
$19.9K - $24.1K
|
46.9K
$613K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.11K+ 1.1% |
$19.5K - $23.7K
|
103K
$1.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.1K+ 10.03% |
$19.2K - $23.3K
|
12K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 2.62% |
$18.8K - $22.8K
|
42.1K
$549K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.07K+ 3.11% |
$18.7K - $22.7K
|
35.4K
$462K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.07KNew |
$18.7K - $22.7K
|
1.07K
$13.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.05K+ 102.13% |
$18.5K - $22.4K
|
2.09K
$27.2K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1.05KNew |
$18.4K - $22.3K
|
1.05K
$13.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.01KNew |
$17.7K - $21.5K
|
1.01K
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
975New |
$17.1K - $20.7K
|
975
$12.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
968New |
$17K - $20.6K
|
968
$12.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
964+ 1.88% |
$16.9K - $20.5K
|
52.2K
$682K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
920+ 1.2% |
$16.1K - $19.6K
|
77.6K
$1.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
850+ 8.23% |
$14.9K - $18.1K
|
11.2K
$146K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
829+ 4.14% |
$14.5K - $17.6K
|
20.8K
$272K
|