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 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.51K- 25.92% |
$45.1K - $55.1K
|
10K
$115K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.72K- 68.07% |
$47.8K - $58.5K
|
1.75K
$20.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-3.74K- 16.9% |
$48.1K - $58.9K
|
18.4K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.95K- 6.63% |
$50.8K - $62.2K
|
55.6K
$641K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.03K- 41.76% |
$51.8K - $63.3K
|
5.61K
$64.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.05K- 14.71% |
$52K - $63.6K
|
23.5K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.14K- 3.76% |
$53.3K - $65.2K
|
106K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.23K- 63.16% |
$54.3K - $66.5K
|
2.47K
$28.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.23K- 7.36% |
$54.4K - $66.5K
|
53.3K
$614K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.33K- 33.81% |
$55.7K - $68.2K
|
8.48K
$97.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.55K- 19.43% |
$58.5K - $71.6K
|
18.9K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.63K- 20.46% |
$59.6K - $72.9K
|
18K
$207K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4.69K- 28.38% |
$60.3K - $73.7K
|
11.8K
$136K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.7K- 19.58% |
$60.5K - $74K
|
19.3K
$223K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.94K- 24.25% |
$63.5K - $77.7K
|
15.4K
$178K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5K- 28.57% |
$64.3K - $78.7K
|
12.5K
$144K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5K- 25.67% |
$64.3K - $78.7K
|
14.5K
$167K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5K- 25.67% |
$64.3K - $78.7K
|
14.5K
$167K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.05K- 22.92% |
$64.9K - $79.4K
|
17K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.27K- 16.87% |
$67.7K - $82.8K
|
25.9K
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.32K- 17.95% |
$68.4K - $83.7K
|
24.3K
$280K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.33K- 3.53% |
$68.5K - $83.8K
|
146K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.65K- 5.01% |
$72.7K - $88.9K
|
107K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.03K- 62.69% |
$77.5K - $94.8K
|
3.59K
$41.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.2K- 51.18% |
$79.7K - $97.5K
|
5.91K
$68.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-6.35K- 12.63% |
$81.6K - $99.8K
|
43.9K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.43K- 20.39% |
$82.7K - $101K
|
25.1K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.69K- 16.64% |
$86K - $105K
|
33.5K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.96K- 7.9% |
$89.5K - $109K
|
81.2K
$935K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.05K- 14.29% |
$90.7K - $111K
|
42.3K
$487K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-7.13K- 71.33% |
$91.7K - $112K
|
2.87K
$33K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.16K- 49.54% |
$92K - $113K
|
7.29K
$83.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-7.2K- 35.71% |
$92.6K - $113K
|
13K
$149K
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-7.26K- 33.01% |
$93.4K - $114K
|
14.7K
$170K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-7.59K- 26.66% |
$97.6K - $119K
|
20.9K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.83K- 26.15% |
$101K - $123K
|
22.1K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.96K- 48.49% |
$102K - $125K
|
8.45K
$97.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.03K- 19.64% |
$103K - $126K
|
32.9K
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-8.15K- 44.78% |
$105K - $128K
|
10.1K
$116K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-8.4K- 24.95% |
$108K - $132K
|
25.3K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.75K- 19.66% |
$113K - $138K
|
35.8K
$412K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-9.06K- 26.36% |
$117K - $143K
|
25.3K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-9.09K- 37.02% |
$117K - $143K
|
15.5K
$178K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.17K- 19.12% |
$118K - $144K
|
38.8K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.25K- 57.67% |
$119K - $145K
|
6.79K
$78.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.68K- 8.82% |
$124K - $152K
|
100K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-10K- 16.02% |
$129K - $157K
|
52.4K
$604K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.4K- 29.42% |
$146K - $179K
|
27.2K
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-11.6K- 26.4% |
$150K - $183K
|
32.4K
$373K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.5K- 29.44% |
$161K - $197K
|
30K
$345K
|