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
Feb 07, 2023 Q4 2022	Cozad Asset Management Inc Champaign, IL	BUY	-	9.17K New	$464K - $551K	9.17K $611K
Jan 23, 2023 Q4 2022	Intelligence Driven Advisers, LLC	BUY	-	9.14K + 13.12%	$462K - $548K	78.8K $5.24M
Feb 01, 2023 Q4 2022	Sage Mountain Advisors LLC	BUY	-	9.05K New	$458K - $543K	9.05K $603K
Feb 13, 2023 Q4 2022	Smithfield Trust CO Pittsburgh, PA	BUY	-	8.77K New	$444K - $527K	8.77K $584K
Jan 13, 2023 Q4 2022	Advisor Net Financial, Inc	BUY	-	8.68K + 5.85%	$439K - $521K	157K $10.5M
Feb 09, 2023 Q4 2022	Briggs Advisory Group, Inc.	BUY	-	8.59K + 31.99%	$434K - $515K	35.4K $2.36M
Feb 14, 2023 Q4 2022	Swmg, LLC Fort Worth, TX	BUY	-	8.49K + 8.57%	$429K - $509K	107K $7.16M
Jan 31, 2023 Q4 2022	Source Financial Advisors LLC New York, NY	BUY	-	8.25K New	$417K - $495K	8.25K $549K
Jan 31, 2023 Q4 2022	Kestra Private Wealth Services, LLC	BUY	-	8.19K + 19.05%	$414K - $492K	51.2K $3.41M
Jan 25, 2023 Q4 2022	Hoxton Planning & Management, LLC Shepherdstown, WV	BUY	-	8.03K New	$406K - $482K	8.03K $535K
Feb 13, 2023 Q4 2022	Brown Advisory Inc	BUY	-	8.01K New	$405K - $481K	8.01K $533K
Feb 14, 2023 Q4 2022	Waterford Advisors, LLC Orchard Park, NY	BUY	-	7.65K New	$387K - $459K	7.65K $509K
Jan 02, 2024 Q4 2022	Lji Wealth Management, LLC Indianapolis, IN	BUY	-	7.48K New	$378K - $449K	7.48K $498K
Feb 06, 2023 Q4 2022	Pinnacle Wealth Management Advisory Group, LLC	BUY	-	7.34K + 59.72%	$371K - $441K	19.6K $1.31M
Jan 11, 2023 Q4 2022	Verity Wealth Advisors	BUY	-	7.29K New	$369K - $438K	7.29K $486K
Jan 10, 2023 Q4 2022	Fc Advisory LLC	BUY	-	7.28K + 8.37%	$368K - $437K	94.3K $6.28M
Feb 09, 2023 Q4 2022	Valeo Financial Advisors, LLC	BUY	-	7.03K New	$355K - $422K	7.03K $468K
Feb 10, 2023 Q4 2022	Forum Private Client Group LLC	BUY	-	6.97K + 7.26%	$352K - $418K	103K $6.85M
Jan 09, 2023 Q4 2022	Garrett Investment Advisors LLC	BUY	-	6.88K + 27.01%	$348K - $413K	32.4K $2.15M
Jan 24, 2023 Q4 2022	Pallas Capital Advisors LLC Braintree, MA	BUY	-	6.7K New	$339K - $402K	6.7K $446K
Feb 16, 2023 Q4 2022	Alpha Financial Partners, LLC Lexington, KY	BUY	-	6.55K New	$331K - $393K	6.55K $436K
Feb 07, 2023 Q4 2022	Main Street Financial Solutions, LLC	BUY	-	6.44K New	$326K - $386K	6.44K $429K
Feb 02, 2023 Q4 2022	Lodestar Private Asset Management LLC Alamo, CA	BUY	-	6.4K New	$323K - $384K	6.4K $426K
Feb 02, 2023 Q4 2022	Resources Investment Advisors, Llc. Overland Park, KS	BUY	-	6.1K + 33.65%	$308K - $366K	24.2K $1.61M
Feb 09, 2023 Q4 2022	True Capital Management San Francisco, CA	BUY	-	6.02K New	$304K - $361K	6.02K $401K
Jan 19, 2023 Q4 2022	Procyon Advisors, LLC	BUY	-	5.97K + 29.06%	$302K - $359K	26.5K $1.77M
Mar 23, 2023 Q4 2022	Prostatis Group LLC Hanover, MD	BUY	-	5.96K + 15.1%	$301K - $358K	45.4K $3.02M
Feb 14, 2023 Q4 2022	Williams Jones Wealth Management, Llc. New York, NY	BUY	-	5.9K New	$298K - $354K	5.9K $392K
Feb 23, 2023 Q4 2022	Wc Walker & Associates, Inc.	BUY	-	5.85K + 22.02%	$296K - $351K	32.4K $2.16M
Feb 02, 2023 Q4 2022	Columbus Macro, LLC	BUY	-	5.77K New	$292K - $346K	5.77K $384K
Jan 12, 2023 Q4 2022	Sharper & Granite LLC El Segundo, CA	BUY	-	5.69K New	$288K - $342K	5.69K $379K
Jan 09, 2023 Q4 2022	Wedmont Private Capital	BUY	-	5.63K New	$285K - $338K	5.63K $375K
Jan 25, 2023 Q4 2022	Tarbox Family Office, Inc.	BUY	-	5.27K + 62.13%	$266K - $316K	13.7K $915K
Jun 13, 2023 Q4 2022	Windsor Advisory Group, LLC Columbus, OH	BUY	-	5.24K New	$265K - $315K	5.24K $349K
Feb 02, 2023 Q4 2022	Breakwater Capital Group Paramus, NJ	BUY	-	5.23K New	$264K - $314K	5.23K $348K
Feb 01, 2023 Q4 2022	Private Ocean, LLC	BUY	-	5.13K New	$259K - $308K	5.13K $341K
Feb 08, 2023 Q4 2022	Prime Capital Investment Advisors, LLC Overland Park, KS	BUY	-	5.12K + 1.0%	$259K - $308K	518K $34.5M
Jan 24, 2023 Q4 2022	Koshinski Asset Management, Inc.	BUY	-	4.82K New	$244K - $289K	4.82K $321K
Feb 13, 2023 Q4 2022	Integrated Wealth Concepts LLC	BUY	-	4.8K + 11.72%	$243K - $288K	45.8K $3.05M
Feb 07, 2023 Q4 2022	Ma Private Wealth	BUY	-	4.8K + 10.43%	$243K - $288K	50.8K $3.38M
Feb 14, 2023 Q4 2022	Patrick Mauro Investment Advisor, Inc. Oak Brook, IL	BUY	-	4.69K + 3.9%	$237K - $281K	125K $8.3M
Feb 14, 2023 Q4 2022	Alpine Global Management, LLC New York, NY	BUY	-	4.66K New	$236K - $280K	4.66K $310K
Feb 02, 2023 Q4 2022	Davidson Investment Advisors	BUY	-	4.61K + 84.31%	$233K - $276K	10.1K $670K
Feb 09, 2023 Q4 2022	Argonautica Private Wealth Management, Inc Wellesley, MA	BUY	-	4.45K New	$225K - $267K	4.45K $297K
Feb 06, 2023 Q4 2022	Wescott Financial Advisory Group, LLC	BUY	-	4.37K + 8.52%	$221K - $262K	55.7K $3.71M
Mar 22, 2024 Q4 2022	Waypoint Wealth Counsel Atlanta, GA	BUY	-	4.36K New	$220K - $262K	4.36K $290K
Feb 03, 2023 Q4 2022	Parallel Advisors, LLC	BUY	-	4.35K + 54.14%	$220K - $261K	12.4K $824K
Feb 03, 2023 Q4 2022	Ieq Capital, LLC	BUY	-	4.3K New	$218K - $258K	4.3K $287K
Jan 31, 2023 Q4 2022	Fifth Third Securities, Inc.	BUY	-	4.26K + 75.54%	$215K - $256K	9.9K $659K
Jan 24, 2023 Q4 2022	Rtd Financial Advisors, Inc.	BUY	-	4.25K New	$215K - $255K	4.25K $283K

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Account

Purchases and Sales Made in Q4 2022 in Ishares Tr (IXUS)

9.17K

9.14K

9.05K

8.77K

8.68K

8.59K

8.49K

8.25K

8.19K

8.03K

8.01K

7.65K

7.48K

7.34K

7.29K

7.28K

7.03K

6.97K

6.88K

6.7K

6.55K

6.44K

6.4K

6.1K

6.02K

5.97K

5.96K

5.9K

5.85K

5.77K

5.69K

5.63K

5.27K

5.24K

5.23K

5.13K

5.12K

4.82K

4.8K

4.8K

4.69K

4.66K

4.61K

4.45K

4.37K

4.36K

4.35K

4.3K

4.26K

4.25K

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