Purchases and Sales Made in Q1 2022 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.04KClosed |
$249K - $292K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.12K- 16.7% |
$254K - $298K
|
20.6K
$1.41M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.16K- 17.0% |
$256K - $301K
|
20.3K
$1.39M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.18K- 16.33% |
$257K - $302K
|
21.4K
$1.46M
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-4.24KClosed |
$261K - $306K
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.32KClosed |
$266K - $312K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-4.38K- 7.96% |
$270K - $316K
|
50.7K
$3.46M
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.69K- 15.21% |
$289K - $339K
|
26.2K
$1.79M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.95K- 7.52% |
$305K - $358K
|
60.9K
$4.16M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.04K- 2.59% |
$310K - $364K
|
189K
$12.9M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.3K- 17.55% |
$326K - $383K
|
24.9K
$1.7M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.3K- 10.02% |
$326K - $383K
|
47.6K
$3.25M
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.66K- 11.26% |
$348K - $409K
|
44.6K
$3.05M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.79KClosed |
$356K - $418K
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.83K- 13.58% |
$359K - $421K
|
37.1K
$2.54M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.95K- 31.28% |
$366K - $429K
|
13.1K
$893K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.11K- 8.97% |
$376K - $441K
|
62K
$4.24M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.3K- 11.52% |
$388K - $455K
|
48.4K
$3.31M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.75K- 81.76% |
$415K - $487K
|
1.51K
$103K
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-7.15K- 19.91% |
$440K - $516K
|
28.8K
$1.97M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.16K- 56.27% |
$441K - $517K
|
5.57K
$380K
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-7.18K- 6.52% |
$442K - $519K
|
103K
$7.04M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.4K- 62.49% |
$455K - $534K
|
4.44K
$303K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.5K- 55.05% |
$462K - $542K
|
6.13K
$419K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-7.87K- 22.88% |
$484K - $568K
|
26.5K
$1.81M
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-8.47K- 2.43% |
$521K - $612K
|
341K
$23.3M
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.71K- 0.46% |
$536K - $629K
|
1.89M
$129M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.92K- 15.61% |
$549K - $644K
|
48.2K
$3.3M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.6K- 25.38% |
$591K - $693K
|
28.2K
$1.93M
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.92K- 22.69% |
$610K - $716K
|
33.8K
$2.31M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.4K- 19.56% |
$642K - $753K
|
42.9K
$2.93M
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-10.6K- 2.36% |
$649K - $762K
|
437K
$29.9M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.6KClosed |
$652K - $765K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-11.2KClosed |
$687K - $805K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-12.5K- 1.44% |
$768K - $902K
|
853K
$58.3M
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-12.7K- 19.36% |
$784K - $920K
|
53.1K
$3.63M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-13.4KClosed |
$825K - $967K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.5K- 12.59% |
$830K - $974K
|
93.6K
$6.4M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-13.8KClosed |
$847K - $993K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14K- 14.33% |
$865K - $1.01M
|
84K
$5.74M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-14.2K- 3.88% |
$876K - $1.03M
|
353K
$24.1M
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.5KClosed |
$890K - $1.04M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.5K- 54.32% |
$891K - $1.05M
|
12.2K
$832K
|
|
May 13, 2022
Q1 2022
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-14.7K- 4.15% |
$905K - $1.06M
|
340K
$23.2M
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-16K- 5.72% |
$983K - $1.15M
|
263K
$18M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-16K- 13.27% |
$984K - $1.15M
|
104K
$7.14M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.5K- 10.47% |
$1.02M - $1.19M
|
141K
$9.64M
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-16.6KClosed |
$1.02M - $1.2M
|
0
$0
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17K- 42.93% |
$1.05M - $1.23M
|
22.7K
$1.55M
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-17.3K- 31.23% |
$1.07M - $1.25M
|
38.2K
$2.61M
|