Purchases and Sales Made in Q4 2023 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q4 2023. 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 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.18K+ 14.76% |
$40.9K - $50.1K
|
24.7K
$285K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.13K+ 5.32% |
$40.2K - $49.2K
|
61.9K
$713K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.12K+ 19.02% |
$40.1K - $49.1K
|
19.5K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.05K+ 13.71% |
$39.2K - $47.9K
|
25.3K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3K+ 476.63% |
$38.6K - $47.2K
|
3.63K
$41.8K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
2.9KNew |
$37.3K - $45.6K
|
2.9K
$33.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.82K+ 18.35% |
$36.2K - $44.3K
|
18.2K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.55K+ 18.16% |
$32.8K - $40.1K
|
16.6K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.51K+ 15.55% |
$32.2K - $39.4K
|
18.6K
$214K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.5K+ 7.03% |
$32.2K - $39.3K
|
38.1K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.43K+ 23.26% |
$31.2K - $38.1K
|
12.9K
$148K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.39K+ 14.47% |
$30.8K - $37.6K
|
18.9K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.37KNew |
$30.5K - $37.3K
|
2.37K
$27.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.32K+ 3.78% |
$29.8K - $36.5K
|
63.7K
$734K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.21K+ 9.14% |
$28.4K - $34.7K
|
26.3K
$304K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.2K+ 13.34% |
$28.3K - $34.7K
|
18.7K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.2K+ 11.85% |
$28.3K - $34.6K
|
20.8K
$239K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
2.16K+ 7.69% |
$27.7K - $33.9K
|
30.2K
$348K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2K+ 10.29% |
$25.8K - $31.5K
|
21.5K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.88K+ 21.58% |
$24.2K - $29.6K
|
10.6K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.84KNew |
$23.6K - $28.9K
|
1.84K
$21.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.73K+ 5.69% |
$22.3K - $27.2K
|
32.2K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.73KNew |
$22.2K - $27.2K
|
1.73K
$19.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.73KNew |
$22.2K - $27.2K
|
1.73K
$19.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.67K+ 5.02% |
$21.4K - $26.2K
|
34.9K
$402K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.6K+ 13.92% |
$20.6K - $25.2K
|
13.1K
$151K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.59K+ 169.29% |
$20.5K - $25.1K
|
2.53K
$29.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.32K+ 7.17% |
$17K - $20.8K
|
19.7K
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
1.26K+ 5.16% |
$16.2K - $19.8K
|
25.6K
$295K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.24K+ 8.76% |
$15.9K - $19.5K
|
15.4K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
1.2KNew |
$15.4K - $18.9K
|
1.2K
$13.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.17K+ 23320.0% |
$15K - $18.3K
|
1.17K
$13.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.05KNew |
$13.5K - $16.5K
|
1.05K
$12.1K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1K+ 29.24% |
$12.9K - $15.7K
|
4.42K
$50.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
998+ 10.71% |
$12.8K - $15.7K
|
10.3K
$119K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
911+ 6.91% |
$11.7K - $14.3K
|
14.1K
$162K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
905+ 1.09% |
$11.6K - $14.2K
|
83.8K
$965K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
905+ 3.72% |
$11.6K - $14.2K
|
25.2K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
871New |
$11.2K - $13.7K
|
871
$10K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
844+ 5.69% |
$10.9K - $13.3K
|
15.7K
$180K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
707New |
$9.09K - $11.1K
|
707
$8.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
700+ 65.73% |
$9K - $11K
|
1.77K
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
669+ 48.3% |
$8.6K - $10.5K
|
2.05K
$23.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
626+ 5.75% |
$8.05K - $9.85K
|
11.5K
$133K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
625New |
$8.04K - $9.83K
|
625
$7.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
620New |
$7.97K - $9.75K
|
620
$7.14K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
592+ 62.38% |
$7.61K - $9.31K
|
1.54K
$17.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
580New |
$7.46K - $9.12K
|
580
$6.68K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
558+ 4.96% |
$7.18K - $8.78K
|
11.8K
$136K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
520+ 2.09% |
$6.69K - $8.18K
|
25.4K
$293K
|