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 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
232New |
$11.7K - $13.9K
|
232
$15.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
224New |
$11.3K - $13.4K
|
224
$14.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
219+ 3.69% |
$11.1K - $13.1K
|
6.16K
$410K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
215+ 1131.58% |
$10.9K - $12.9K
|
234
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
205+ 2.82% |
$10.4K - $12.3K
|
7.49K
$498K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
173+ 0.31% |
$8.75K - $10.4K
|
55.6K
$3.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
165+ 3.35% |
$8.34K - $9.9K
|
5.1K
$339K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
162+ 30.68% |
$8.19K - $9.72K
|
690
$45.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
157+ 0.65% |
$7.94K - $9.42K
|
24.3K
$1.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
157+ 3.03% |
$7.94K - $9.42K
|
5.34K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
157New |
$7.94K - $9.42K
|
157
$10.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
156+ 3.39% |
$7.89K - $9.36K
|
4.75K
$316K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
147+ 2.22% |
$7.43K - $8.82K
|
6.77K
$451K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
142+ 1.31% |
$7.18K - $8.52K
|
10.9K
$729K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
128New |
$6.47K - $7.68K
|
128
$8.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
128+ 1.08% |
$6.47K - $7.68K
|
12K
$801K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
123New |
$6.22K - $7.38K
|
123
$8.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
122New |
$6.17K - $7.32K
|
122
$8.12K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120+ 10.94% |
$6.07K - $7.2K
|
1.22K
$81K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
113+ 0.3% |
$5.71K - $6.78K
|
38.3K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
110+ 2.05% |
$5.56K - $6.6K
|
5.48K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
106+ 8.38% |
$5.36K - $6.36K
|
1.37K
$91.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
100New |
$5.06K - $6K
|
100
$6.66K
|
|
|
Feb 13, 2023
Q4 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
100+ 0.46% |
$5.06K - $6K
|
21.9K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
95+ 1.99% |
$4.8K - $5.7K
|
4.87K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
89+ 342.31% |
$4.5K - $5.34K
|
115
$7.66K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
82New |
$4.15K - $4.92K
|
82
$5.46K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
76New |
$3.84K - $4.56K
|
76
$5.06K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75+ 5.6% |
$3.79K - $4.5K
|
1.41K
$94.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
70+ 0.33% |
$3.54K - $4.2K
|
21.2K
$1.41M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
62+ 0.84% |
$3.13K - $3.72K
|
7.41K
$493K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
62+ 7.98% |
$3.13K - $3.72K
|
839
$55.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
52New |
$2.63K - $3.12K
|
52
$3.46K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
49+ 0.2% |
$2.48K - $2.94K
|
24.3K
$1.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
48+ 1.59% |
$2.43K - $2.88K
|
3.07K
$205K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
47New |
$2.38K - $2.82K
|
47
$3.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 2.26% |
$2.22K - $2.64K
|
1.99K
$132K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 0.92% |
$2.17K - $2.58K
|
4.7K
$313K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
40+ 0.81% |
$2.02K - $2.4K
|
4.96K
$330K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 2.09% |
$2.02K - $2.4K
|
1.96K
$130K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
35+ 0.85% |
$1.77K - $2.1K
|
4.15K
$276K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
35+ 0.85% |
$1.77K - $2.1K
|
4.15K
$276K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
33New |
$1.67K - $1.98K
|
33
$2.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
31+ 0.06% |
$1.57K - $1.86K
|
49.4K
$3.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
25+ 0.04% |
$1.26K - $1.5K
|
56K
$3.73M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
12+ 0.85% |
$607 - $720
|
1.42K
$94.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
10+ 0.1% |
$506 - $600
|
10.1K
$674K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.83% |
$506 - $600
|
1.22K
$81.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.07% |
$455 - $540
|
13.5K
$899K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$404 - $480
|
8
$533
|