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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
517+ 1.62% |
$6.65K - $8.13K
|
32.5K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
513+ 4.58% |
$6.6K - $8.07K
|
11.7K
$135K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
500+ 2.88% |
$6.43K - $7.87K
|
17.8K
$206K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
500New |
$6.43K - $7.87K
|
500
$5.76K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
471New |
$6.06K - $7.41K
|
471
$5.43K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
427New |
$5.49K - $6.72K
|
427
$4.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
400+ 2.13% |
$5.14K - $6.29K
|
19.2K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
360New |
$4.63K - $5.66K
|
360
$4.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
347+ 10.08% |
$4.46K - $5.46K
|
3.79K
$43.7K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
300New |
$3.86K - $4.72K
|
300
$3.46K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
300New |
$3.86K - $4.72K
|
300
$3.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
286New |
$3.68K - $4.5K
|
286
$3.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
279New |
$3.59K - $4.39K
|
279
$3.21K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
250New |
$3.22K - $3.93K
|
250
$2.88K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
223New |
$2.87K - $3.51K
|
223
$2.57K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
168New |
$2.16K - $2.64K
|
168
$1.94K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
160+ 4.38% |
$2.06K - $2.52K
|
3.81K
$43.9K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
159New |
$2.04K - $2.5K
|
159
$1.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
144+ 0.78% |
$1.85K - $2.27K
|
18.7K
$215K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
136+ 0.78% |
$1.75K - $2.14K
|
17.5K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
130New |
$1.67K - $2.04K
|
130
$1.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
115+ 4.15% |
$1.48K - $1.81K
|
2.88K
$33.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 59.02% |
$1.39K - $1.7K
|
291
$3.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
103+ 1.36% |
$1.32K - $1.62K
|
7.65K
$88.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
100+ 18.18% |
$1.29K - $1.57K
|
650
$7.49K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
100+ 0.53% |
$1.29K - $1.57K
|
18.9K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
98+ 56.32% |
$1.26K - $1.54K
|
272
$3.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
96+ 0.62% |
$1.23K - $1.51K
|
15.5K
$178K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
88+ 0.22% |
$1.13K - $1.38K
|
40.8K
$470K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
80+ 0.58% |
$1.03K - $1.26K
|
13.8K
$159K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
70+ 0.18% |
$900 - $1.1K
|
39.2K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
70+ 0.64% |
$900 - $1.1K
|
10.9K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
63+ 0.45% |
$810 - $991
|
14.2K
$164K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
54New |
$694 - $849
|
54
$622
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
50+ 0.29% |
$643 - $787
|
17.4K
$200K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
45New |
$579 - $708
|
45
$518
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
43+ 0.15% |
$553 - $676
|
28.8K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
37+ 0.1% |
$476 - $582
|
38.3K
$441K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
37+ 0.88% |
$476 - $582
|
4.22K
$48.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
36+ 0.8% |
$463 - $566
|
4.56K
$52.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
34+ 1.18% |
$437 - $535
|
2.91K
$33.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
29+ 0.53% |
$373 - $456
|
5.52K
$63.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23+ 0.04% |
$296 - $362
|
59.9K
$690K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
20+ 0.58% |
$257 - $315
|
3.47K
$40K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 0.8% |
$219 - $267
|
2.14K
$24.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15+ 0.56% |
$193 - $236
|
2.68K
$30.9K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 93.75% |
$193 - $236
|
31
$357
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12+ 0.1% |
$154 - $189
|
12.5K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.69% |
$129 - $157
|
1.45K
$16.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
8+ 0.06% |
$103 - $126
|
13.8K
$159K
|