Purchases and Sales Made in Q1 2022 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
736+ 3.1% |
$12.9K - $15.8K
|
24.5K
$320K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
733+ 0.4% |
$12.9K - $15.8K
|
182K
$2.38M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
684+ 1.01% |
$12K - $14.7K
|
68.4K
$894K
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
590+ 1.38% |
$10.4K - $12.7K
|
43.4K
$567K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
586+ 15.74% |
$10.3K - $12.6K
|
4.31K
$56.3K
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
575+ 4.57% |
$10.1K - $12.4K
|
13.2K
$172K
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
551+ 5.61% |
$9.68K - $11.9K
|
10.4K
$136K
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
510New |
$8.96K - $11K
|
510
$6.66K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
505+ 4.35% |
$8.87K - $10.9K
|
12.1K
$158K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
502+ 4.2% |
$8.82K - $10.8K
|
12.4K
$163K
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
500+ 0.47% |
$8.79K - $10.8K
|
107K
$1.4M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
458New |
$8.05K - $9.86K
|
458
$5.98K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
450+ 93.56% |
$7.91K - $9.68K
|
931
$12.2K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
450+ 3.03% |
$7.91K - $9.68K
|
15.3K
$200K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
428+ 4.74% |
$7.52K - $9.21K
|
9.46K
$124K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
426+ 1.42% |
$7.48K - $9.17K
|
30.5K
$399K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
421+ 5.15% |
$7.4K - $9.06K
|
8.59K
$112K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
410+ 1.88% |
$7.2K - $8.82K
|
22.2K
$290K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 8.56% |
$7.03K - $8.61K
|
5.07K
$66.3K
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
275+ 8.99% |
$4.83K - $5.92K
|
3.33K
$43.5K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
259New |
$4.55K - $5.57K
|
259
$3.38K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
255+ 0.65% |
$4.48K - $5.49K
|
39.4K
$514K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
250+ 1.25% |
$4.39K - $5.38K
|
20.3K
$264K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
250+ 1.43% |
$4.39K - $5.38K
|
17.8K
$232K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
250New |
$4.39K - $5.38K
|
250
$3.27K
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
240+ 2.14% |
$4.22K - $5.16K
|
11.5K
$150K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
213+ 0.04% |
$3.74K - $4.58K
|
599K
$7.82M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
183+ 5.06% |
$3.22K - $3.94K
|
3.8K
$49.6K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
150New |
$2.64K - $3.23K
|
150
$1.96K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
150New |
$2.64K - $3.23K
|
150
$1.96K
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
132+ 9.12% |
$2.32K - $2.84K
|
1.58K
$20.6K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
129+ 3.72% |
$2.27K - $2.78K
|
3.6K
$47K
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
126+ 1.31% |
$2.21K - $2.71K
|
9.72K
$127K
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
121+ 6.72% |
$2.13K - $2.6K
|
1.92K
$25.1K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
109+ 2.18% |
$1.92K - $2.35K
|
5.11K
$66.7K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
101+ 13.2% |
$1.77K - $2.17K
|
866
$11.3K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$1.76K - $2.15K
|
100
$1.31K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 0.86% |
$1.76K - $2.15K
|
11.7K
$153K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 10.82% |
$1.76K - $2.15K
|
1.02K
$13.4K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
65+ 27.9% |
$1.14K - $1.4K
|
298
$3.89K
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
65+ 1.33% |
$1.14K - $1.4K
|
4.96K
$64.8K
|
|
Apr 26, 2022
Q1 2022
|
Belmont Capital, LLC
|
BUY
|
- |
65+ 9.38% |
$1.14K - $1.4K
|
758
$9.9K
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
65New |
$1.14K - $1.4K
|
65
$849
|
|
Apr 22, 2022
Q1 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
49+ 0.06% |
$861 - $1.05K
|
82.8K
$1.08M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
46+ 4.03% |
$808 - $990
|
1.19K
$15.5K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
44+ 9.19% |
$773 - $947
|
523
$6.83K
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
33New |
$580 - $710
|
33
$431
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
31+ 10.03% |
$545 - $667
|
340
$4.44K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
27+ 38.03% |
$474 - $581
|
98
$1.28K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
15New |
$264 - $323
|
15
$196
|