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 08, 2022
Q2 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
321+ 2.43% |
$18.1K - $21.8K
|
13.6K
$922K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
311+ 7.68% |
$17.5K - $21.1K
|
4.36K
$297K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
295+ 3.77% |
$16.6K - $20K
|
8.12K
$552K
|
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
279+ 0.93% |
$15.7K - $18.9K
|
30.4K
$2.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
249New |
$14K - $16.9K
|
249
$16.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
242+ 61.58% |
$13.6K - $16.4K
|
635
$43.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
BUY
|
- |
237+ 0.64% |
$13.3K - $16.1K
|
37.1K
$2.52M
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
217+ 6.61% |
$12.2K - $14.7K
|
3.5K
$238K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
214+ 0.22% |
$12K - $14.5K
|
96.7K
$6.58M
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
213+ 1.69% |
$12K - $14.4K
|
12.8K
$874K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
209New |
$11.8K - $14.2K
|
209
$14.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
196+ 3.56% |
$11K - $13.3K
|
5.7K
$388K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
195+ 3.65% |
$11K - $13.2K
|
5.54K
$377K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
190New |
$10.7K - $12.9K
|
190
$12.9K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
183New |
$10.3K - $12.4K
|
183
$12.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
182+ 5.19% |
$10.2K - $12.3K
|
3.69K
$251K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
157+ 1.41% |
$8.83K - $10.6K
|
11.3K
$767K
|
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
131+ 1.64% |
$7.37K - $8.88K
|
8.13K
$553K
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
128+ 2.56% |
$7.2K - $8.68K
|
5.12K
$349K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
121+ 1.65% |
$6.81K - $8.21K
|
7.45K
$506K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
119+ 9.75% |
$6.69K - $8.07K
|
1.34K
$91.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
117New |
$6.58K - $7.93K
|
117
$7.96K
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
117+ 1.06% |
$6.58K - $7.93K
|
11.1K
$758K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
115+ 0.24% |
$6.47K - $7.8K
|
48.5K
$3.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
107+ 2.28% |
$6.02K - $7.26K
|
4.8K
$326K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
87+ 1.88% |
$4.89K - $5.9K
|
4.71K
$321K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
85+ 1.06% |
$4.78K - $5.76K
|
8.11K
$552K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
84+ 0.64% |
$4.73K - $5.7K
|
13.2K
$895K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
83+ 830.0% |
$4.67K - $5.63K
|
93
$6.33K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
83+ 5.48% |
$4.67K - $5.63K
|
1.6K
$109K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
80+ 0.66% |
$4.5K - $5.42K
|
12.3K
$836K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
78New |
$4.39K - $5.29K
|
78
$5.31K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
76+ 1.63% |
$4.28K - $5.15K
|
4.73K
$322K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
76+ 1.9% |
$4.28K - $5.15K
|
4.08K
$277K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
75+ 1.17% |
$4.22K - $5.09K
|
6.5K
$442K
|
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
74+ 0.92% |
$4.16K - $5.02K
|
8.11K
$552K
|
|
|
Jul 12, 2022
Q2 2022
|
Sara Bay Financial
|
BUY
|
- |
74+ 2.07% |
$4.16K - $5.02K
|
3.65K
$248K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
67+ 1.65% |
$3.77K - $4.54K
|
4.12K
$280K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
66+ 1.76% |
$3.71K - $4.48K
|
3.82K
$260K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
52+ 0.25% |
$2.93K - $3.53K
|
20.6K
$1.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
44+ 0.89% |
$2.48K - $2.98K
|
4.97K
$338K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
43+ 172.0% |
$2.42K - $2.92K
|
68
$4.63K
|
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
30+ 0.81% |
$1.69K - $2.03K
|
3.71K
$253K
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
28+ 0.11% |
$1.58K - $1.9K
|
25.5K
$1.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24+ 2.2% |
$1.35K - $1.63K
|
1.11K
$75.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
24+ 0.65% |
$1.35K - $1.63K
|
3.71K
$252K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
23+ 1.66% |
$1.29K - $1.56K
|
1.41K
$95.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
22New |
$1.24K - $1.49K
|
22
$1.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16+ 0.2% |
$900 - $1.08K
|
8.21K
$558K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
11+ 0.21% |
$619 - $746
|
5.33K
$363K
|