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 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-450- 1.45% |
$22.8K - $27K
|
30.6K
$2.04M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-451- 5.13% |
$22.8K - $27.1K
|
8.34K
$555K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-508- 6.75% |
$25.7K - $30.5K
|
7.02K
$467K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-514- 11.13% |
$26K - $30.9K
|
4.1K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-559- 1.57% |
$28.3K - $33.6K
|
35.1K
$2.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-565- 8.18% |
$28.6K - $33.9K
|
6.34K
$422K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-568- 0.57% |
$28.7K - $34.1K
|
99.4K
$6.62M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-576- 9.59% |
$29.1K - $34.6K
|
5.43K
$362K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-597- 0.54% |
$30.2K - $35.8K
|
110K
$7.35M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-613- 16.16% |
$31K - $36.8K
|
3.18K
$212K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-625- 11.39% |
$31.6K - $37.5K
|
4.86K
$324K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-632- 72.48% |
$32K - $37.9K
|
240
$16K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-644- 2.04% |
$32.6K - $38.7K
|
30.9K
$2.06M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-665- 2.61% |
$33.6K - $39.9K
|
24.8K
$1.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-670- 3.04% |
$33.9K - $40.2K
|
21.4K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-691- 14.4% |
$34.9K - $41.5K
|
4.11K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-732- 2.47% |
$37K - $43.9K
|
28.9K
$1.92M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-737- 14.36% |
$37.3K - $44.2K
|
4.4K
$293K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-739- 4.75% |
$37.4K - $44.4K
|
14.8K
$987K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-750- 4.43% |
$37.9K - $45K
|
16.2K
$1.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-768- 1.39% |
$38.8K - $46.1K
|
54.5K
$3.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-787- 6.98% |
$39.8K - $47.2K
|
10.5K
$698K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-800- 44.54% |
$40.4K - $48K
|
996
$66.3K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-812- 51.69% |
$41.1K - $48.7K
|
759
$50.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-830- 3.03% |
$42K - $49.8K
|
26.6K
$1.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-854- 25.01% |
$43.2K - $51.3K
|
2.56K
$170K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-918- 2.11% |
$46.4K - $55.1K
|
42.7K
$2.84M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-930- 2.63% |
$47K - $55.8K
|
34.5K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-930- 2.63% |
$47K - $55.8K
|
34.5K
$2.29M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-943- 91.64% |
$47.7K - $56.6K
|
86
$5.73K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-950- 0.2% |
$48K - $57K
|
470K
$31.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-975- 1.4% |
$49.3K - $58.5K
|
68.5K
$4.56M
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-991- 3.4% |
$50.1K - $59.5K
|
28.2K
$1.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.1K- 1.41% |
$55.4K - $65.7K
|
76.6K
$5.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 0.03% |
$63.5K - $75.3K
|
3.96M
$263M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.27K- 6.5% |
$64.1K - $76.1K
|
18.2K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.27K- 34.35% |
$64.3K - $76.3K
|
2.43K
$162K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.27K- 7.11% |
$64.3K - $76.4K
|
16.6K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.28K- 5.63% |
$64.7K - $76.8K
|
21.5K
$1.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.3K- 65.05% |
$65.9K - $78.2K
|
700
$46.6K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.35K- 16.35% |
$68.4K - $81.2K
|
6.92K
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.46K- 21.73% |
$74K - $87.9K
|
5.27K
$351K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.47K- 0.56% |
$74.2K - $88.1K
|
262K
$17.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.48K- 2.38% |
$74.7K - $88.7K
|
60.6K
$4.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.55K- 7.42% |
$78.5K - $93.2K
|
19.4K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 25.49% |
$79.7K - $94.7K
|
4.61K
$307K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.68K- 6.6% |
$85.1K - $101K
|
23.8K
$1.59M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.69K- 28.31% |
$85.4K - $101K
|
4.28K
$285K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.73K- 4.72% |
$87.2K - $104K
|
34.9K
$2.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.73K- 5.91% |
$87.6K - $104K
|
27.6K
$1.84M
|