Purchases and Sales Made in Q4 2021 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.8KNew |
$944K - $1.02M
|
13.8K
$948K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.4KNew |
$920K - $994K
|
13.4K
$923K
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
13K+ 6.98% |
$895K - $966K
|
200K
$13.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
12.9K+ 19.37% |
$888K - $959K
|
79.7K
$5.49M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.8KNew |
$878K - $948K
|
12.8K
$881K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.8K+ 92.11% |
$877K - $947K
|
26.6K
$1.84M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
12.8K+ 18.88% |
$876K - $946K
|
80.4K
$5.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12.7KNew |
$870K - $940K
|
12.7K
$873K
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12.6KNew |
$866K - $935K
|
12.6K
$869K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12.6KNew |
$864K - $933K
|
12.6K
$867K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 3.47% |
$846K - $914K
|
368K
$25.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.1K+ 4.91% |
$831K - $898K
|
259K
$17.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
12K+ 7.19% |
$822K - $888K
|
178K
$12.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12K+ 26.4% |
$820K - $886K
|
57.2K
$3.94M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11.7KNew |
$805K - $870K
|
11.7K
$809K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
11.3KNew |
$774K - $836K
|
11.3K
$777K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.2K+ 10.95% |
$767K - $829K
|
113K
$7.81M
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11.2KNew |
$766K - $827K
|
11.2K
$769K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
10.9K+ 54.86% |
$750K - $810K
|
30.9K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
10.7KNew |
$735K - $794K
|
10.7K
$738K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7K+ 3.33% |
$734K - $793K
|
332K
$22.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$728K - $786K
|
10.6K
$730K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 39.16% |
$726K - $784K
|
37.6K
$2.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
10.4K+ 8.6% |
$717K - $774K
|
132K
$9.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.2K+ 6.64% |
$698K - $754K
|
163K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10KNew |
$687K - $742K
|
10K
$690K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.89KNew |
$679K - $734K
|
9.89K
$682K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9.86K+ 55.11% |
$677K - $731K
|
27.8K
$1.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.27KNew |
$636K - $687K
|
9.27K
$639K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.27K+ 18.69% |
$636K - $687K
|
58.8K
$4.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.92K+ 36.43% |
$612K - $661K
|
33.4K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.7K+ 95.04% |
$597K - $645K
|
17.9K
$1.23M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.7K+ 95.04% |
$597K - $645K
|
17.9K
$1.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.66K+ 28.69% |
$595K - $642K
|
38.9K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.64K+ 2.62% |
$593K - $641K
|
338K
$23.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
8.64K+ 6.43% |
$593K - $640K
|
143K
$9.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
8.1K+ 270.07% |
$556K - $601K
|
11.1K
$765K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.07K+ 370.31% |
$554K - $598K
|
10.2K
$706K
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
8.02KNew |
$551K - $595K
|
8.02K
$553K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.02K+ 3426.07% |
$550K - $594K
|
8.25K
$569K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
7.66KNew |
$526K - $568K
|
7.66K
$528K
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
7.57K+ 4.25% |
$519K - $561K
|
186K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
7.53K+ 10.73% |
$517K - $558K
|
77.7K
$5.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7.52K+ 24.04% |
$516K - $557K
|
38.8K
$2.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.39KNew |
$508K - $548K
|
7.39K
$510K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
7.32KNew |
$502K - $542K
|
7.32K
$504K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7.16K+ 1.99% |
$491K - $531K
|
367K
$25.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.76K+ 16.03% |
$464K - $501K
|
48.9K
$3.37M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.63K+ 64.41% |
$455K - $491K
|
16.9K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.48KNew |
$445K - $480K
|
6.48K
$446K
|