Purchases and Sales Made in Q1 2022 in Ishares Tr (IXUS)

This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q1 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
May 05, 2022 Q1 2022	Uma Financial Services, Inc.	BUY	-	11.3K + 13.31%	$697K - $818K	96.5K $6.65M
May 16, 2022 Q1 2022	Capital Group Private Client Services, Inc. Los Angeles, CA	BUY	-	11.1K New	$684K - $802K	11.1K $765K
May 11, 2022 Q1 2022	Bank Of New York Mellon Corp New York, NY	BUY	-	10.7K + 7.87%	$657K - $771K	146K $10.1M
May 12, 2022 Q1 2022	Natixis Advisors, L.P. Boston, MA	BUY	-	10.6K New	$651K - $764K	10.6K $729K
May 13, 2022 Q1 2022	Keystone Financial Group	BUY	-	10.3K + 12.13%	$635K - $745K	95.4K $6.57M
May 05, 2022 Q1 2022	Charter Oak Capital Management, LLC	BUY	-	9.97K + 2.14%	$614K - $720K	476K $32.8M
Apr 28, 2022 Q1 2022	Single Point Partners, LLC	BUY	-	9.37K + 19.66%	$576K - $676K	57K $3.93M
May 16, 2022 Q1 2022	Goodwin Investment Advisory Woodstock, GA	BUY	-	9.15K + 1782.65%	$563K - $660K	9.66K $666K
May 13, 2022 Q1 2022	Meridian Wealth Partners, LLC Blue Bell, PA	BUY	-	8.98K + 5.04%	$553K - $649K	187K $12.9M
May 12, 2022 Q1 2022	Pnc Financial Services Group, Inc. Pittsburgh, PA	BUY	-	8.41K + 0.84%	$518K - $607K	1.01M $69.7M
May 13, 2022 Q1 2022	9258 Wealth Management, LLC	BUY	-	8.13K + 106.11%	$500K - $587K	15.8K $1.09M
May 16, 2022 Q1 2022	Elmwood Wealth Management, Inc.	BUY	-	8.11K + 16.57%	$499K - $585K	57K $3.93M
May 02, 2022 Q1 2022	Steward Partners Investment Advisory, LLC	BUY	-	7.77K + 5.39%	$478K - $561K	152K $10.5M
May 13, 2022 Q1 2022	St. Louis Trust CO	BUY	-	7.56K + 5.08%	$465K - $546K	156K $10.8M
May 11, 2022 Q1 2022	Vicus Capital State College, PA	BUY	-	7.46K + 20.31%	$459K - $539K	44.2K $3.04M
May 11, 2022 Q1 2022	Dorsey & Whitney Trust CO LLC Sioux Falls, SD	BUY	-	7.1K + 18.28%	$437K - $513K	46K $3.17M
Apr 20, 2022 Q1 2022	Great Valley Advisor Group, Inc.	BUY	-	6.99K + 40.74%	$430K - $504K	24.1K $1.66M
Apr 14, 2022 Q1 2022	Chesley Taft & Associates LLC	BUY	-	6.9K + 3.84%	$424K - $498K	186K $12.8M
Apr 19, 2022 Q1 2022	Revolve Wealth Partners, LLC	BUY	-	6.81K + 21.13%	$419K - $492K	39K $2.69M
May 09, 2022 Q1 2022	Bank Of Nova Scotia	BUY	-	6.74K + 181.98%	$414K - $486K	10.4K $719K
Apr 27, 2022 Q1 2022	Avantax Advisory Services, Inc.	BUY	-	6.63K + 50.73%	$408K - $479K	19.7K $1.36M
May 17, 2022 Q1 2022	Linscomb & Williams, Inc. Houston, TX	BUY	-	6.59K + 164.53%	$406K - $476K	10.6K $730K
Apr 29, 2022 Q1 2022	Wbh Advisory Inc	BUY	-	6.46K + 11.3%	$398K - $466K	63.6K $4.39M
May 12, 2022 Q1 2022	Raymond James Trust N.A.	BUY	-	6.4K + 22.02%	$394K - $462K	35.5K $2.44M
May 05, 2022 Q1 2022	Resources Investment Advisors, Llc. Overland Park, KS	BUY	-	6.12K New	$377K - $442K	6.12K $422K
May 11, 2022 Q1 2022	Twelve Points Wealth Management LLC	BUY	-	5.95K New	$366K - $429K	5.95K $410K
May 20, 2022 Q1 2022	Sawtooth Solutions, LLC	BUY	-	5.83K New	$359K - $421K	5.83K $402K
May 03, 2022 Q1 2022	Baron Silver Stevens Financial Advisors, LLC	BUY	-	5.83K + 18.39%	$359K - $421K	37.5K $2.58M
May 09, 2022 Q1 2022	Capital Advisors Wealth Management, LLC	BUY	-	5.67K New	$349K - $409K	5.67K $391K
Mar 21, 2023 Q1 2022	American Portfolios Advisors Holbrook, NY	BUY	-	5.6K + 257.0%	$345K - $404K	7.78K $536K
May 12, 2022 Q1 2022	Oppenheimer & CO Inc New York, NY	BUY	-	5.58K + 6.68%	$343K - $403K	89K $6.14M
May 12, 2022 Q1 2022	Visionary Wealth Advisors O'fallon, IL	BUY	-	5.51K New	$339K - $397K	5.51K $379K
Apr 21, 2022 Q1 2022	Trinity Wealth Management, LLC	BUY	-	5.31K + 4.03%	$327K - $383K	137K $9.45M
May 11, 2022 Q1 2022	Argent Trust CO Nashville, TN	BUY	-	5.04K New	$310K - $364K	5.04K $347K
May 16, 2022 Q1 2022	Hrt Financial LP New York, NY	BUY	-	4.81K New	$296K - $348K	4.81K $332K
May 02, 2022 Q1 2022	Cfo4 Life Group, LLC	BUY	-	4.65K + 12.64%	$286K - $336K	41.4K $2.86M
Apr 21, 2022 Q1 2022	Capital Insight Partners, LLC	BUY	-	4.62K + 5.8%	$284K - $333K	84.3K $5.81M
May 04, 2022 Q1 2022	Freedom Day Solutions, LLC	BUY	-	4.51K + 27.45%	$277K - $326K	20.9K $1.44M
May 03, 2022 Q1 2022	Ellis Investment Partners, LLC	BUY	-	4.17K + 9.84%	$257K - $301K	46.5K $3.21M
Apr 19, 2022 Q1 2022	Mjp Associates Inc	BUY	-	4.11K New	$253K - $297K	4.11K $283K
May 11, 2022 Q1 2022	Advisor Os, LLC	BUY	-	4.05K New	$249K - $292K	4.05K $279K
May 05, 2022 Q1 2022	North Rock Partners, LLC	BUY	-	4.05K New	$249K - $292K	4.05K $279K
May 10, 2022 Q1 2022	Sterling Investment Counsel, LLC	BUY	-	3.97K New	$244K - $287K	3.97K $274K
Jul 24, 2024 Q1 2022	Focus Financial Network, Inc. Minneapolis, MN	BUY	-	3.92K New	$241K - $283K	3.92K $270K
Apr 21, 2022 Q1 2022	Ironwood Wealth Management, Inc.	BUY	-	3.86K + 2.78%	$238K - $279K	143K $9.83M
Sep 06, 2022 Q1 2022	Ifp Advisors, Inc	BUY	-	3.76K + 12.79%	$231K - $271K	33.1K $2.28M
May 02, 2022 Q1 2022	Brandywine Oak Private Wealth LLC	BUY	-	3.68K + 9.49%	$226K - $266K	42.5K $2.93M
Apr 05, 2022 Q1 2022	Wedmont Private Capital	BUY	-	3.6K New	$222K - $260K	3.6K $248K
May 12, 2022 Q1 2022	Nwam LLC Mercer Island, WA	BUY	-	3.6K + 6.29%	$222K - $260K	60.8K $4.19M
Apr 28, 2022 Q1 2022	Valeo Financial Advisors, LLC	BUY	-	3.58K + 35.24%	$220K - $259K	13.7K $947K

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Account

Purchases and Sales Made in Q1 2022 in Ishares Tr (IXUS)

11.3K

11.1K

10.7K

10.6K

10.3K

9.97K

9.37K

9.15K

8.98K

8.41K

8.13K

8.11K

7.77K

7.56K

7.46K

7.1K

6.99K

6.9K

6.81K

6.74K

6.63K

6.59K

6.46K

6.4K

6.12K

5.95K

5.83K

5.83K

5.67K

5.6K

5.58K

5.51K

5.31K

5.04K

4.81K

4.65K

4.62K

4.51K

4.17K

4.11K

4.05K

4.05K

3.97K

3.92K

3.86K

3.76K

3.68K

3.6K

3.6K

3.58K

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