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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.08K+ 90.02% |
$206K - $245K
|
8.62K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.02KNew |
$203K - $241K
|
4.02K
$267K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.94KNew |
$199K - $236K
|
3.94K
$262K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.84KNew |
$194K - $230K
|
3.84K
$255K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3.83K+ 10.29% |
$194K - $230K
|
41K
$2.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.83K+ 17.86% |
$193K - $230K
|
25.2K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.78K+ 66.78% |
$191K - $227K
|
9.43K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
3.69KNew |
$187K - $221K
|
3.69K
$246K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.65K+ 22.65% |
$185K - $219K
|
19.8K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.65KNew |
$184K - $219K
|
3.65K
$243K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
3.59K+ 4.17% |
$182K - $216K
|
89.7K
$5.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.57KNew |
$181K - $214K
|
3.57K
$238K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.56KNew |
$180K - $214K
|
3.56K
$237K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.53K+ 4.07% |
$178K - $212K
|
90.2K
$6.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.52KNew |
$178K - $211K
|
3.52K
$234K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.5K+ 5.26% |
$177K - $210K
|
70K
$4.66M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.42K+ 43.27% |
$173K - $205K
|
11.3K
$753K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.4KNew |
$172K - $204K
|
3.4K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.38K+ 1.66% |
$171K - $203K
|
206K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.34K+ 13.93% |
$169K - $201K
|
27.3K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.33K+ 1.68% |
$168K - $200K
|
202K
$13.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.32K+ 2.68% |
$168K - $199K
|
127K
$8.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.28KNew |
$166K - $197K
|
3.28K
$218K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.18K+ 0.54% |
$161K - $191K
|
592K
$39.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.07K+ 56.75% |
$155K - $184K
|
8.48K
$565K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.91K+ 79.34% |
$147K - $175K
|
6.57K
$437K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.64K+ 5.98% |
$133K - $158K
|
46.8K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.56K+ 14.9% |
$130K - $154K
|
19.8K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.56K+ 6.86% |
$129K - $154K
|
39.8K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.55K+ 11.17% |
$129K - $153K
|
25.3K
$1.69M
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
2.46KNew |
$124K - $147K
|
2.46K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.41KNew |
$122K - $145K
|
2.41K
$161K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.27K+ 16.05% |
$115K - $136K
|
16.4K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.25K+ 7.37% |
$114K - $135K
|
32.8K
$2.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.2K+ 1.0% |
$111K - $132K
|
223K
$14.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
BUY
|
- |
2.19K+ 2.81% |
$111K - $131K
|
80.2K
$5.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.14K+ 35.39% |
$108K - $128K
|
8.18K
$545K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.12KNew |
$107K - $127K
|
2.12K
$141K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.01K+ 7.73% |
$101K - $120K
|
27.9K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.01K+ 4.0% |
$101K - $120K
|
52.1K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.97K+ 0.15% |
$99.6K - $118K
|
1.3M
$86.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.92KNew |
$97.1K - $115K
|
1.92K
$128K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
1.89K+ 7.37% |
$95.8K - $114K
|
27.6K
$1.84M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$95.5K - $113K
|
1.89K
$126K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.87K+ 16.14% |
$94.7K - $112K
|
13.5K
$898K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.87K+ 4.68% |
$94.6K - $112K
|
41.8K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.79K+ 4.13% |
$90.2K - $107K
|
45K
$3M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.74KNew |
$87.8K - $104K
|
1.74K
$116K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.73K+ 6.16% |
$87.3K - $104K
|
29.8K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.64K+ 9.06% |
$82.7K - $98.1K
|
19.7K
$1.31M
|