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 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.38KNew |
$77.6K - $93.6K
|
1.38K
$93.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
1.29K+ 25.78% |
$72.6K - $87.5K
|
6.29K
$428K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.24K+ 10.25% |
$69.9K - $84.3K
|
13.4K
$909K
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.23K+ 12.75% |
$69.4K - $83.6K
|
10.9K
$741K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.13K+ 1.27% |
$63.6K - $76.7K
|
90.2K
$6.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.09K+ 3418.75% |
$61.5K - $74.2K
|
1.13K
$76.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 5.61% |
$61.1K - $73.6K
|
20.4K
$1.39M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.09K+ 30.96% |
$61K - $73.6K
|
4.59K
$312K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.07K+ 2.63% |
$60.4K - $72.8K
|
41.9K
$2.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 428.05% |
$59.2K - $71.4K
|
1.3K
$88.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1.02KNew |
$57.2K - $68.9K
|
1.02K
$69.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.01K+ 8.48% |
$56.8K - $68.5K
|
12.9K
$879K
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
990+ 24.92% |
$55.7K - $67.1K
|
4.96K
$338K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
953+ 661.81% |
$53.6K - $64.6K
|
1.1K
$74.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
949New |
$53.4K - $64.4K
|
949
$64.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
948+ 1.27% |
$53.3K - $64.3K
|
75.9K
$5.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
927+ 1.49% |
$52.1K - $62.9K
|
62.9K
$4.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
907+ 12.57% |
$51K - $61.5K
|
8.13K
$553K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
875New |
$49.2K - $59.3K
|
875
$59.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
868+ 1.02% |
$48.8K - $58.9K
|
86.1K
$5.85M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
834+ 6.12% |
$46.9K - $56.6K
|
14.5K
$983K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
798+ 7.53% |
$44.9K - $54.1K
|
11.4K
$775K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
795+ 12.99% |
$44.7K - $53.9K
|
6.92K
$470K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
780+ 2.2% |
$43.9K - $52.9K
|
36.3K
$2.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
732+ 3.69% |
$41.2K - $49.6K
|
20.6K
$1.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
711+ 1.44% |
$40K - $48.2K
|
50K
$3.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
689+ 11.41% |
$38.8K - $46.7K
|
6.73K
$458K
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
676+ 1.65% |
$38K - $45.8K
|
41.6K
$2.83M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
676+ 11.2% |
$38K - $45.8K
|
6.71K
$456K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
665+ 1.94% |
$37.4K - $45.1K
|
35K
$2.38M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
660+ 2.13% |
$37.1K - $44.8K
|
31.6K
$2.15M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
640+ 5.58% |
$36K - $43.4K
|
12.1K
$823K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
633New |
$35.6K - $42.9K
|
633
$43.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
618+ 2.56% |
$34.8K - $41.9K
|
24.8K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
550+ 5.37% |
$30.9K - $37.3K
|
10.8K
$734K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
550+ 5.37% |
$30.9K - $37.3K
|
10.8K
$734K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
532+ 6.02% |
$29.9K - $36.1K
|
9.37K
$637K
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
501+ 1.39% |
$28.2K - $34K
|
36.6K
$2.49M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
480+ 1.29% |
$27K - $32.5K
|
37.6K
$2.56M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
472New |
$26.6K - $32K
|
472
$32.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
462+ 1.09% |
$26K - $31.3K
|
42.9K
$2.92M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
460+ 4.42% |
$25.9K - $31.2K
|
10.9K
$739K
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
455+ 2.32% |
$25.6K - $30.9K
|
20K
$1.36M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
437New |
$24.6K - $29.6K
|
437
$29.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
421+ 0.74% |
$23.7K - $28.5K
|
57.2K
$3.89M
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
410+ 9.5% |
$23.1K - $27.8K
|
4.73K
$322K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
395+ 1.94% |
$22.2K - $26.8K
|
20.7K
$1.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
374+ 3400.0% |
$21K - $25.4K
|
385
$26.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
347+ 46.27% |
$19.5K - $23.5K
|
1.1K
$74.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
324+ 1.38% |
$18.2K - $22K
|
23.9K
$1.62M
|