Purchases and Sales Made in Q3 2021 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
685+ 2.07% |
$14.8K - $16.3K
|
33.8K
$379K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
680+ 3.68% |
$14.7K - $16.2K
|
19.2K
$215K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
665+ 6.03% |
$14.4K - $15.8K
|
11.7K
$131K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
665+ 7.32% |
$14.4K - $15.8K
|
9.75K
$109K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
665+ 7.32% |
$14.4K - $15.8K
|
9.75K
$109K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
635+ 83.01% |
$13.7K - $15.1K
|
1.4K
$15.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
608+ 2.23% |
$13.2K - $14.5K
|
27.8K
$312K
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
BUY
|
- |
600+ 5.58% |
$13K - $14.3K
|
11.4K
$127K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
600+ 4.38% |
$13K - $14.3K
|
14.3K
$160K
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
BUY
|
- |
582+ 5.33% |
$12.6K - $13.8K
|
11.5K
$129K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
550New |
$11.9K - $13.1K
|
550
$6.17K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
500+ 2.64% |
$10.8K - $11.9K
|
19.5K
$218K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
500+ 13.93% |
$10.8K - $11.9K
|
4.09K
$45.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
500+ 4.26% |
$10.8K - $11.9K
|
12.2K
$137K
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
494+ 5.09% |
$10.7K - $11.8K
|
10.2K
$114K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
450+ 3.35% |
$9.74K - $10.7K
|
13.9K
$156K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
434+ 1.32% |
$9.4K - $10.3K
|
33.3K
$374K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
394+ 4.35% |
$8.53K - $9.37K
|
9.45K
$106K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
388+ 21.4% |
$8.4K - $9.23K
|
2.2K
$24.7K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
373+ 12.74% |
$8.08K - $8.87K
|
3.3K
$37K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
369+ 0.26% |
$7.99K - $8.78K
|
141K
$1.58M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
344+ 1.94% |
$7.45K - $8.18K
|
18.1K
$203K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
340+ 3.63% |
$7.36K - $8.09K
|
9.71K
$109K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
300New |
$6.5K - $7.14K
|
300
$3.37K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
300+ 27.27% |
$6.5K - $7.14K
|
1.4K
$15.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
292New |
$6.32K - $6.95K
|
292
$3.28K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
275+ 2.14% |
$5.95K - $6.54K
|
13.1K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 51.98% |
$5.41K - $5.95K
|
731
$8.2K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
239+ 1.82% |
$5.17K - $5.69K
|
13.3K
$150K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
201New |
$4.35K - $4.78K
|
201
$2.26K
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
200+ 0.63% |
$4.33K - $4.76K
|
32K
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 0.51% |
$4.33K - $4.76K
|
39.5K
$443K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
191New |
$4.14K - $4.54K
|
191
$2.14K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
150+ 3000.0% |
$3.25K - $3.57K
|
155
$1.74K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
150New |
$3.25K - $3.57K
|
150
$1.68K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
132+ 2.84% |
$2.86K - $3.14K
|
4.77K
$53.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
120+ 0.52% |
$2.6K - $2.85K
|
23.1K
$259K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
119+ 0.28% |
$2.58K - $2.83K
|
42.2K
$474K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
110New |
$2.38K - $2.62K
|
110
$1.23K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
110+ 0.26% |
$2.38K - $2.62K
|
42.5K
$477K
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
BUY
|
- |
100+ 0.21% |
$2.17K - $2.38K
|
47.5K
$533K
|
|
|
Oct 28, 2021
Q3 2021
|
Belmont Capital, LLC
|
BUY
|
- |
100+ 25.45% |
$2.17K - $2.38K
|
493
$5.53K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
85New |
$1.84K - $2.02K
|
85
$954
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
58+ 0.41% |
$1.26K - $1.38K
|
14.3K
$160K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
51+ 0.37% |
$1.1K - $1.21K
|
13.9K
$156K
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
50+ 0.11% |
$1.08K - $1.19K
|
44.9K
$503K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
48+ 1.28% |
$1.04K - $1.14K
|
3.79K
$42.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.98% |
$974 - $1.07K
|
4.65K
$52.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
32New |
$693 - $761
|
32
$359
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
25+ 0.78% |
$541 - $595
|
3.24K
$36.4K
|