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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-22.9K- 20.08% |
$1.16M - $1.37M
|
91.1K
$6.07M
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-24.6K- 17.44% |
$1.24M - $1.48M
|
116K
$7.75M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.7K- 77.52% |
$1.25M - $1.48M
|
7.18K
$478K
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-25K- 42.6% |
$1.27M - $1.5M
|
33.8K
$2.25M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.4K- 10.05% |
$1.33M - $1.58M
|
236K
$15.7M
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-27K- 33.01% |
$1.36M - $1.62M
|
54.8K
$3.64M
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-27.2K- 5.87% |
$1.37M - $1.63M
|
435K
$29M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-31.1K- 53.86% |
$1.57M - $1.86M
|
26.6K
$1.77M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35.6K- 11.96% |
$1.8M - $2.14M
|
262K
$17.4M
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-36.1K- 46.0% |
$1.83M - $2.17M
|
42.4K
$2.82M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.1KClosed |
$1.93M - $2.29M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-43.7K- 4.21% |
$2.21M - $2.62M
|
995K
$66.2M
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-57.2K- 12.4% |
$2.89M - $3.44M
|
404K
$26.9M
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-58.1K- 75.44% |
$2.94M - $3.49M
|
18.9K
$1.26M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-60.3K- 16.08% |
$3.05M - $3.62M
|
315K
$21M
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-61.6K- 5.21% |
$3.11M - $3.7M
|
1.12M
$74.5M
|
|
Feb 10, 2023
Q4 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-69.4K- 1.3% |
$3.51M - $4.16M
|
5.26M
$350M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-70.3K- 8.28% |
$3.55M - $4.22M
|
778K
$51.8M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-86.4K- 34.3% |
$4.37M - $5.19M
|
165K
$11M
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-100K- 29.47% |
$5.06M - $6M
|
239K
$15.9M
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-103K- 57.65% |
$5.19M - $6.16M
|
75.4K
$5.02M
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-104K- 95.37% |
$5.26M - $6.25M
|
5.06K
$337K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-118K- 17.9% |
$5.99M - $7.11M
|
543K
$36.2M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-132K- 95.93% |
$6.67M - $7.92M
|
5.6K
$373K
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-139K- 57.39% |
$7.04M - $8.36M
|
103K
$6.88M
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-151K- 32.18% |
$7.61M - $9.04M
|
317K
$21.1M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-157K- 6.65% |
$7.93M - $9.41M
|
2.2M
$146M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-159K- 40.27% |
$8.06M - $9.57M
|
237K
$15.7M
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-176K- 19.0% |
$8.88M - $10.5M
|
748K
$49.8M
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-184K- 21.65% |
$9.32M - $11.1M
|
667K
$44.4M
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-186K- 12.3% |
$9.42M - $11.2M
|
1.33M
$88.4M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-221K- 15.87% |
$11.2M - $13.2M
|
1.17M
$77.8M
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-273K- 9.48% |
$13.8M - $16.4M
|
2.6M
$173M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-354K- 5.74% |
$17.9M - $21.3M
|
5.82M
$387M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-402K- 41.21% |
$20.3M - $24.1M
|
574K
$38.2M
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-497K- 98.27% |
$25.1M - $29.8M
|
8.74K
$582K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-528K- 50.9% |
$26.7M - $31.7M
|
509K
$33.9M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.9M- 4.56% |
$602M - $715M
|
249M
$16.6B
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-55.5M- 100.0% |
$2.81B - $3.33B
|
1.58K
$105K
|