Purchases and Sales Made in Q3 2022 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.08K+ 160.56% |
$208K - $247K
|
6.63K
$466K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4K+ 18.24% |
$204K - $242K
|
25.9K
$1.82M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4K+ 1.82% |
$204K - $242K
|
223K
$15.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 5.33% |
$202K - $240K
|
78.5K
$5.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.9KNew |
$199K - $236K
|
3.9K
$274K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.65K+ 9.86% |
$186K - $220K
|
40.6K
$2.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
3.45K+ 19.76% |
$176K - $209K
|
20.9K
$1.47M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.45K+ 2.04% |
$176K - $209K
|
172K
$12.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.45K+ 0.56% |
$176K - $208K
|
623K
$43.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.42KNew |
$174K - $206K
|
3.42K
$240K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.41K+ 16.41% |
$174K - $206K
|
24.2K
$1.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.4K+ 21.98% |
$173K - $206K
|
18.9K
$1.33M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
3.37K+ 26.86% |
$172K - $204K
|
15.9K
$1.12M
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.31K+ 7.29% |
$169K - $200K
|
48.8K
$3.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.21K+ 24.85% |
$163K - $194K
|
16.1K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.13K+ 7.99% |
$159K - $189K
|
42.3K
$2.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.09K+ 206.34% |
$157K - $187K
|
4.59K
$323K
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.92K+ 5.09% |
$148K - $176K
|
60.2K
$4.23M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.88KNew |
$147K - $174K
|
2.88K
$203K
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.88K+ 17.34% |
$147K - $174K
|
19.5K
$1.37M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.63KNew |
$134K - $159K
|
2.63K
$185K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.59K+ 7.9% |
$132K - $156K
|
35.3K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.52KNew |
$128K - $152K
|
2.52K
$177K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.52K+ 7.25% |
$128K - $152K
|
37.2K
$2.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.49K+ 9.68% |
$127K - $151K
|
28.2K
$1.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
2.41K+ 10.36% |
$123K - $146K
|
25.7K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.34K+ 7.7% |
$119K - $141K
|
32.7K
$2.3M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.34K+ 60.7% |
$119K - $141K
|
6.19K
$435K
|
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.28K+ 20.67% |
$116K - $138K
|
13.3K
$935K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.24K+ 5.35% |
$114K - $135K
|
44.2K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.22K+ 10.8% |
$113K - $134K
|
22.8K
$1.6M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.18KNew |
$111K - $132K
|
2.18K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.13K+ 6.39% |
$108K - $128K
|
35.4K
$2.49M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.13K+ 6.39% |
$108K - $128K
|
35.4K
$2.49M
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.09K+ 10.42% |
$106K - $126K
|
22.1K
$1.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.06K+ 56.27% |
$105K - $124K
|
5.71K
$401K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.04K+ 20.05% |
$104K - $123K
|
12.2K
$859K
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.96K+ 28.18% |
$99.9K - $119K
|
8.92K
$627K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.94K+ 5.8% |
$98.5K - $117K
|
35.3K
$2.48M
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.83K+ 0.53% |
$93K - $110K
|
346K
$24.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.64K+ 6.88% |
$83.5K - $99.1K
|
25.5K
$1.79M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.49K+ 1748.24% |
$75.7K - $89.8K
|
1.57K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.47K+ 6.73% |
$74.8K - $88.7K
|
23.3K
$1.64M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.38K+ 9.19% |
$70K - $83.1K
|
16.3K
$1.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.31K+ 3.13% |
$66.5K - $78.9K
|
43K
$3.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.26K+ 1.67% |
$64.4K - $76.4K
|
77.1K
$5.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.25K+ 15.36% |
$63.5K - $75.4K
|
9.37K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.24K+ 27.47% |
$63.3K - $75.2K
|
5.77K
$406K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.08K+ 21.81% |
$55.1K - $65.4K
|
6.04K
$425K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.08K+ 2.81% |
$55K - $65.3K
|
39.6K
$2.78M
|