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 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.52K+ 56.94% |
$217K - $254K
|
9.71K
$664K
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.5KNew |
$216K - $253K
|
3.5K
$239K
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.48K+ 6.51% |
$214K - $251K
|
56.8K
$3.88M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.3K+ 229.51% |
$203K - $238K
|
4.74K
$324K
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.13K+ 4.03% |
$193K - $226K
|
80.8K
$5.52M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.13KNew |
$193K - $226K
|
3.13K
$214K
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
BUY
|
- |
3.09KNew |
$190K - $223K
|
3.09K
$211K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
2.98K+ 14.69% |
$184K - $215K
|
23.3K
$1.59M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.98K+ 9.77% |
$183K - $215K
|
33.4K
$2.29M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.89K+ 66.77% |
$178K - $209K
|
7.22K
$493K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.82K+ 3.94% |
$173K - $203K
|
74.4K
$5.08M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.55K+ 3.38% |
$157K - $184K
|
78K
$5.33M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.54K+ 10.22% |
$156K - $184K
|
27.4K
$1.87M
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.51K+ 3.28% |
$155K - $181K
|
79.1K
$5.4M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.46K+ 11.16% |
$151K - $177K
|
24.5K
$1.67M
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
2.42K+ 9.96% |
$149K - $174K
|
26.7K
$1.82M
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.36K+ 13.73% |
$145K - $171K
|
19.6K
$1.34M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.33K+ 13.31% |
$143K - $168K
|
19.8K
$1.36M
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.31K+ 8.85% |
$142K - $166K
|
28.4K
$1.94M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.25K+ 5.22% |
$139K - $163K
|
45.5K
$3.11M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.24K+ 20.13% |
$138K - $161K
|
13.3K
$911K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.22K+ 554.5% |
$136K - $160K
|
2.62K
$179K
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
BUY
|
- |
2.17K+ 2.87% |
$133K - $157K
|
77.8K
$5.31M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.16K+ 1.88% |
$133K - $156K
|
117K
$8.02M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.15K+ 10.28% |
$133K - $156K
|
23.1K
$1.58M
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.12K+ 10.52% |
$130K - $153K
|
22.2K
$1.52M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.05K+ 31.73% |
$126K - $148K
|
8.49K
$580K
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
1.94K+ 9.13% |
$119K - $140K
|
23.1K
$1.58M
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.76K+ 0.68% |
$108K - $127K
|
261K
$17.8M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.66K+ 54.77% |
$102K - $120K
|
4.69K
$320K
|
|
May 11, 2022
Q1 2022
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.65K+ 1.16% |
$102K - $119K
|
144K
$9.84M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.6K+ 2.41% |
$98.2K - $115K
|
67.8K
$4.63M
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.6K+ 7.94% |
$98.2K - $115K
|
21.7K
$1.48M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.55K+ 35.58% |
$95.4K - $112K
|
5.91K
$404K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.52KNew |
$93.2K - $109K
|
1.52K
$104K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.46K+ 1.59% |
$89.7K - $105K
|
93.1K
$6.36M
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.43K+ 3.16% |
$88.1K - $103K
|
46.8K
$3.2M
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.41K+ 12.33% |
$86.9K - $102K
|
12.9K
$879K
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.4K+ 21.6% |
$86.1K - $101K
|
7.88K
$538K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.37K+ 1.38% |
$84.4K - $99.1K
|
101K
$6.89M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.35K+ 13.03% |
$83K - $97.3K
|
11.7K
$799K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 41.24% |
$82.3K - $96.5K
|
4.58K
$313K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.3K+ 12.5% |
$80K - $93.9K
|
11.7K
$799K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.26K+ 4.5% |
$77.8K - $91.3K
|
29.4K
$2.01M
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 41.49% |
$73.7K - $86.4K
|
4.08K
$279K
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.19K+ 14.91% |
$73.1K - $85.8K
|
9.16K
$626K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 29.41% |
$72.7K - $85.3K
|
5.2K
$355K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.14K+ 1.36% |
$70K - $82.2K
|
85.1K
$5.81M
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
1.11K+ 3.82% |
$68.2K - $80K
|
30.1K
$2.06M
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 0.67% |
$68.1K - $79.9K
|
165K
$11.3M
|