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 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 2.59% |
$308 - $361
|
198
$13.5K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.08% |
$246 - $289
|
4.88K
$333K
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2+ 0.01% |
$123 - $144
|
25.5K
$1.74M
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2+ 0.05% |
$123 - $144
|
3.68K
$251K
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.07% |
$61.5 - $72.2
|
1.38K
$94.4K
|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.04% |
$61.5 - $72.2
|
2.45K
$167K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.15% |
$61.5 - $72.2
|
668
$45.5K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.88% |
$61.5 - $72.2
|
112
$7.64K
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 3.9% |
$185 - $217
|
74
$5.05K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3- 0.01% |
$185 - $217
|
43.7K
$2.98M
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-5- 0.16% |
$308 - $361
|
3.1K
$211K
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-10- 0.05% |
$615 - $722
|
20.3K
$1.39M
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-10- 8.7% |
$615 - $722
|
105
$7.16K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-13Closed |
$800 - $939
|
0
$0
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
SELL
|
- |
-16- 0.28% |
$985 - $1.16K
|
5.62K
$383K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21Closed |
$1.29K - $1.52K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
SELL
|
- |
-30- 0.36% |
$1.85K - $2.17K
|
8.29K
$565K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-30- 48.39% |
$1.85K - $2.17K
|
32
$2.18K
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 0.68% |
$2.4K - $2.82K
|
5.72K
$390K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-39- 22.16% |
$2.4K - $2.82K
|
137
$9.34K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-39- 9.01% |
$2.4K - $2.82K
|
394
$26.9K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-41Closed |
$2.52K - $2.96K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-43Closed |
$2.65K - $3.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-43Closed |
$2.65K - $3.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-44- 7.45% |
$2.71K - $3.18K
|
547
$37.3K
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-45- 1.04% |
$2.77K - $3.25K
|
4.28K
$292K
|
|
May 12, 2022
Q1 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-60- 0.8% |
$3.69K - $4.33K
|
7.42K
$506K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-66- 6.09% |
$4.06K - $4.77K
|
1.02K
$69.3K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
SELL
|
- |
-69- 0.29% |
$4.25K - $4.98K
|
23.5K
$1.6M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-75- 0.55% |
$4.62K - $5.42K
|
13.6K
$929K
|
|
Apr 12, 2022
Q1 2022
|
Sara Bay Financial
|
SELL
|
- |
-79- 2.16% |
$4.86K - $5.7K
|
3.57K
$244K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-84- 1.6% |
$5.17K - $6.06K
|
5.16K
$352K
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-85- 0.15% |
$5.23K - $6.14K
|
57.2K
$3.9M
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 4.76% |
$6.15K - $7.22K
|
2K
$136K
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-100- 2.47% |
$6.15K - $7.22K
|
3.95K
$269K
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-120- 1.52% |
$7.38K - $8.66K
|
7.76K
$529K
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-120- 1.42% |
$7.38K - $8.66K
|
8.3K
$566K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-125- 48.26% |
$7.69K - $9.03K
|
134
$9.14K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-154- 8.18% |
$9.48K - $11.1K
|
1.73K
$118K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-155- 31.63% |
$9.54K - $11.2K
|
335
$22.8K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-165- 1.75% |
$10.2K - $11.9K
|
9.27K
$632K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-179- 87.75% |
$11K - $12.9K
|
25
$1.7K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-209Closed |
$12.9K - $15.1K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-216- 0.74% |
$13.3K - $15.6K
|
28.8K
$1.96M
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-222- 5.68% |
$13.7K - $16K
|
3.68K
$251K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-222Closed |
$13.7K - $16K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-225- 0.86% |
$13.8K - $16.2K
|
25.9K
$1.76M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-233- 7.16% |
$14.3K - $16.8K
|
3.02K
$206K
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-237- 1.86% |
$14.6K - $17.1K
|
12.5K
$853K
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-237- 0.52% |
$14.6K - $17.1K
|
45.4K
$3.1M
|