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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-244- 18.4% |
$15K - $17.6K
|
1.08K
$73.9K
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-247- 6.37% |
$15.2K - $17.8K
|
3.63K
$248K
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-254- 0.71% |
$15.6K - $18.3K
|
35.4K
$2.42M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-289- 4.38% |
$17.8K - $20.9K
|
6.31K
$431K
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-289- 4.96% |
$17.8K - $20.9K
|
5.54K
$378K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-289- 1.86% |
$17.8K - $20.9K
|
15.3K
$1.04M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-302- 10.53% |
$18.6K - $21.8K
|
2.57K
$175K
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-333Closed |
$20.5K - $24K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-353- 0.37% |
$21.7K - $25.5K
|
93.9K
$6.42M
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-366- 3.7% |
$22.5K - $26.4K
|
9.53K
$651K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-396- 24.01% |
$24.4K - $28.6K
|
1.25K
$85.6K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-400- 7.81% |
$24.6K - $28.9K
|
4.72K
$322K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-400- 73.26% |
$24.6K - $28.9K
|
146
$9.98K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-430- 5.65% |
$26.5K - $31K
|
7.17K
$490K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-448- 5.18% |
$27.6K - $32.3K
|
8.19K
$560K
|
|
May 05, 2022
Q1 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-471- 11.34% |
$29K - $34K
|
3.68K
$252K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-472Closed |
$29K - $34.1K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-475- 8.21% |
$29.2K - $34.3K
|
5.31K
$363K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-511- 6.8% |
$31.4K - $36.9K
|
7K
$478K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-525- 10.24% |
$32.3K - $37.9K
|
4.6K
$315K
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-538- 1.96% |
$33.1K - $38.8K
|
26.9K
$1.83M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-549Closed |
$33.8K - $39.6K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-575- 7.3% |
$35.4K - $41.5K
|
7.31K
$499K
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-575- 7.3% |
$35.4K - $41.5K
|
7.31K
$499K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-585- 2.69% |
$36K - $42.2K
|
21.1K
$1.44M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-597- 12.98% |
$36.7K - $43.1K
|
4K
$273K
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-623- 1.26% |
$38.3K - $45K
|
48.8K
$3.34M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-632- 0.82% |
$38.9K - $45.6K
|
76.2K
$5.21M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-665- 10.78% |
$40.9K - $48K
|
5.5K
$376K
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-668- 1.34% |
$41.1K - $48.2K
|
49.2K
$3.36M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-675- 8.36% |
$41.5K - $48.7K
|
7.4K
$506K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-683- 11.67% |
$42K - $49.3K
|
5.17K
$353K
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-731- 4.12% |
$45K - $52.8K
|
17K
$1.16M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-748Closed |
$46K - $54K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-782- 3.14% |
$48.1K - $56.5K
|
24.1K
$1.65M
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-794- 17.75% |
$48.9K - $57.3K
|
3.68K
$251K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-795- 51.46% |
$48.9K - $57.4K
|
750
$51.2K
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-797- 6.29% |
$49K - $57.5K
|
11.9K
$812K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-895- 94.51% |
$55.1K - $64.6K
|
52
$3.55K
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-950- 14.99% |
$58.5K - $68.6K
|
5.39K
$368K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-986Closed |
$60.7K - $71.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-995- 46.3% |
$61.2K - $71.8K
|
1.15K
$78.9K
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1KClosed |
$61.7K - $72.3K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 22.33% |
$63.3K - $74.3K
|
3.58K
$245K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.16K- 10.94% |
$71.3K - $83.6K
|
9.43K
$644K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.22K- 13.13% |
$74.9K - $87.9K
|
8.05K
$550K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.27K- 11.0% |
$77.8K - $91.3K
|
10.2K
$700K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.27K- 11.0% |
$77.8K - $91.3K
|
10.2K
$700K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.28K- 75.18% |
$78.5K - $92.1K
|
421
$28.8K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.36K- 29.8% |
$83.7K - $98.2K
|
3.2K
$219K
|