Purchases and Sales Made in Q4 2022 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5.69KClosed |
$288K - $342K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.01K- 9.15% |
$304K - $361K
|
59.6K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6.45K- 54.59% |
$326K - $387K
|
5.36K
$357K
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-6.52K- 10.28% |
$329K - $391K
|
56.9K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-6.8K- 4.92% |
$344K - $408K
|
132K
$8.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.98K- 7.13% |
$353K - $419K
|
90.9K
$6.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-7.27K- 7.06% |
$368K - $436K
|
95.7K
$6.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.57K- 3.07% |
$383K - $454K
|
239K
$15.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-7.66K- 37.14% |
$387K - $460K
|
13K
$864K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.82K- 17.82% |
$396K - $470K
|
36.1K
$2.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.05K- 1.87% |
$407K - $483K
|
422K
$28.1M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
SELL
|
- |
-8.16K- 8.19% |
$412K - $490K
|
91.4K
$6.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.29K- 11.14% |
$419K - $498K
|
66.1K
$4.4M
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-8.32K- 8.9% |
$421K - $500K
|
85.1K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.48K- 2.85% |
$428K - $509K
|
288K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-8.66K- 21.31% |
$438K - $520K
|
32K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.92KClosed |
$451K - $536K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-8.93K- 25.69% |
$451K - $536K
|
25.8K
$1.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-9.1K- 6.11% |
$460K - $546K
|
140K
$9.3M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-9.48K- 2.74% |
$480K - $569K
|
336K
$22.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.51K- 62.43% |
$481K - $571K
|
5.72K
$381K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-10.3K- 49.73% |
$519K - $616K
|
10.4K
$690K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-10.3K- 24.02% |
$522K - $619K
|
32.6K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.4K- 9.75% |
$528K - $627K
|
96.8K
$6.44M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-10.7K- 63.13% |
$538K - $639K
|
6.22K
$414K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.7K- 15.34% |
$540K - $641K
|
59K
$3.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.7K- 15.34% |
$540K - $641K
|
59K
$3.92M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-11K- 12.48% |
$557K - $661K
|
77.3K
$5.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-11.2K- 7.67% |
$569K - $675K
|
135K
$9.02M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-11.5K- 30.45% |
$584K - $693K
|
26.4K
$1.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-11.8K- 29.61% |
$597K - $709K
|
28.1K
$1.87M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-11.8K- 62.59% |
$598K - $710K
|
7.06K
$470K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-12.5K- 2.1% |
$634K - $753K
|
584K
$38.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-13.7K- 22.73% |
$691K - $821K
|
46.5K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-14.2K- 2.79% |
$718K - $853K
|
495K
$32.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-14.4K- 8.2% |
$728K - $864K
|
161K
$10.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.4K- 50.55% |
$730K - $867K
|
14.1K
$941K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.5K- 30.18% |
$735K - $872K
|
33.6K
$2.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-14.9K- 29.63% |
$752K - $893K
|
35.3K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.2K- 21.13% |
$766K - $909K
|
56.5K
$3.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 3.69% |
$785K - $932K
|
405K
$27M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15.8K- 31.2% |
$800K - $950K
|
34.9K
$2.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-16K- 4.64% |
$808K - $959K
|
328K
$21.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-16.9K- 99.42% |
$853K - $1.01M
|
98
$6.52K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-17.1K- 9.55% |
$862K - $1.02M
|
162K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-17.4K- 3.81% |
$881K - $1.05M
|
440K
$29.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-19.5K- 28.94% |
$987K - $1.17M
|
48K
$3.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-19.8K- 22.23% |
$1M - $1.19M
|
69.4K
$4.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-20.6K- 13.79% |
$1.04M - $1.24M
|
129K
$8.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-22.4K- 35.99% |
$1.13M - $1.34M
|
39.8K
$2.65M
|