Purchases and Sales Made in Q2 2022 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q2 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 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
36.9KNew |
$2.08M - $2.5M
|
36.9K
$2.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
36.5K+ 345.03% |
$2.05M - $2.47M
|
47.1K
$3.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.4K+ 42.09% |
$2.05M - $2.47M
|
123K
$8.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.3K+ 56.71% |
$2.04M - $2.46M
|
100K
$6.85M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
36.2K+ 2.24% |
$2.04M - $2.45M
|
1.65M
$113M
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35K+ 757.1% |
$1.97M - $2.38M
|
39.7K
$2.71M
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
34.8K+ 34.41% |
$1.96M - $2.36M
|
136K
$9.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
33.9K+ 90.26% |
$1.9M - $2.3M
|
71.4K
$4.88M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
33.1KNew |
$1.86M - $2.25M
|
33.1K
$2.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.7K+ 8.88% |
$1.84M - $2.22M
|
401K
$27.4M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
32.4K+ 13.32% |
$1.82M - $2.2M
|
276K
$18.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
32.3K+ 42.54% |
$1.82M - $2.19M
|
108K
$7.39M
|
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
31.6KNew |
$1.78M - $2.14M
|
31.6K
$2.16M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
30.9K+ 37.16% |
$1.74M - $2.1M
|
114K
$7.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29.8K+ 629.33% |
$1.68M - $2.02M
|
34.5K
$2.36M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.5K+ 2.83% |
$1.66M - $2M
|
1.07M
$73.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
29.5K+ 615.42% |
$1.66M - $2M
|
34.3K
$2.35M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
29.4K+ 12.98% |
$1.65M - $1.99M
|
256K
$17.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
28.1K+ 56.05% |
$1.58M - $1.91M
|
78.3K
$5.35M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28K+ 10.75% |
$1.57M - $1.9M
|
289K
$19.7M
|
|
|
Jul 13, 2022
Q2 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
27.9K+ 4.41% |
$1.57M - $1.89M
|
661K
$45.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
27.8K+ 208.44% |
$1.56M - $1.89M
|
41.1K
$2.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
27.4K+ 6.47% |
$1.54M - $1.86M
|
451K
$30.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
26.1K+ 6.2% |
$1.47M - $1.77M
|
448K
$30.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
24.3K+ 2.35% |
$1.37M - $1.65M
|
1.06M
$72.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.5K+ 2.39% |
$1.32M - $1.59M
|
1.01M
$68.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
22.8K+ 80.65% |
$1.28M - $1.54M
|
51K
$3.48M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
21.8K+ 27.58% |
$1.23M - $1.48M
|
101K
$6.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.6K+ 6.27% |
$1.21M - $1.46M
|
365K
$25M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.1K+ 4.74% |
$1.13M - $1.37M
|
445K
$30.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
19.3KNew |
$1.09M - $1.31M
|
19.3K
$1.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
19.3KNew |
$1.09M - $1.31M
|
19.3K
$1.32M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
19.2KNew |
$1.08M - $1.3M
|
19.2K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
19K+ 93.9% |
$1.07M - $1.29M
|
39.1K
$2.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.8K+ 15.99% |
$1.06M - $1.27M
|
136K
$9.31M
|
|
|
Jul 27, 2022
Q2 2022
|
Advocate Group LLC
|
BUY
|
- |
17.7KNew |
$996K - $1.2M
|
17.7K
$1.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 5.41% |
$935K - $1.13M
|
324K
$22.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16.2KNew |
$914K - $1.1M
|
16.2K
$1.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
16KNew |
$900K - $1.08M
|
16K
$1.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.7K+ 114.86% |
$882K - $1.06M
|
29.3K
$2M
|
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
15.7KNew |
$882K - $1.06M
|
15.7K
$1.07M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15.6KNew |
$879K - $1.06M
|
15.6K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.1K+ 55.17% |
$851K - $1.03M
|
42.6K
$2.91M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
14.5K+ 1.75% |
$815K - $982K
|
844K
$57.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
14.2K+ 30.77% |
$801K - $966K
|
60.5K
$4.14M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 3.35% |
$759K - $915K
|
416K
$28.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$727K - $876K
|
12.9K
$883K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12.8K+ 162.9% |
$722K - $870K
|
20.7K
$1.42M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
12.5KNew |
$706K - $851K
|
12.5K
$857K
|
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
12.4K+ 20.6% |
$699K - $843K
|
72.8K
$4.97M
|