Purchases and Sales Made in Q2 2022 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11+ 1.65% |
$619 - $746
|
679
$46.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
8+ 0.13% |
$450 - $542
|
6.09K
$420K
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
8+ 0.19% |
$450 - $542
|
4.12K
$284K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7+ 0.17% |
$394 - $475
|
4.19K
$289K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
6+ 0.13% |
$338 - $407
|
4.63K
$319K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.06% |
$338 - $407
|
9.42K
$649K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 2.03% |
$169 - $203
|
151
$10.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$169 - $203
|
4.17K
$287K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 2.68% |
$169 - $203
|
115
$7.92K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
3+ 0.03% |
$169 - $203
|
8.95K
$617K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.0% |
$113 - $136
|
78K
$5.38M
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2+ 1.9% |
$113 - $136
|
107
$7.37K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2+ 2.7% |
$113 - $136
|
76
$5.24K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.84% |
$56.3 - $67.8
|
120
$8.27K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$56.3 - $67.8
|
1
$68.9
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1+ 0.28% |
$56.3 - $67.8
|
357
$24.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-1- 0.01% |
$56.3 - $67.8
|
18.5K
$1.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-2- 1.37% |
$113 - $136
|
144
$9.92K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 3.65% |
$281 - $339
|
132
$9.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$394 - $475
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7- 0.47% |
$394 - $475
|
1.5K
$103K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-13- 1.28% |
$731 - $882
|
1K
$69.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-19- 17.43% |
$1.07K - $1.29K
|
90
$6.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-24- 0.65% |
$1.35K - $1.63K
|
3.65K
$252K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30- 5.48% |
$1.69K - $2.03K
|
517
$35.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-30- 1.48% |
$1.69K - $2.03K
|
2K
$138K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-41- 35.04% |
$2.31K - $2.78K
|
76
$5.24K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-43Closed |
$2.42K - $2.92K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-44- 0.84% |
$2.48K - $2.98K
|
5.21K
$359K
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-53- 0.68% |
$2.98K - $3.59K
|
7.7K
$531K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-57- 0.94% |
$3.21K - $3.87K
|
6.02K
$415K
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-58- 1.08% |
$3.26K - $3.93K
|
5.33K
$367K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-60- 2.75% |
$3.38K - $4.07K
|
2.12K
$146K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-66- 0.28% |
$3.71K - $4.48K
|
23.3K
$1.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-69- 1.34% |
$3.88K - $4.68K
|
5.09K
$351K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-71- 0.15% |
$3.99K - $4.81K
|
48.8K
$3.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
SELL
|
- |
-76- 1.35% |
$4.28K - $5.15K
|
5.54K
$382K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-90- 22.5% |
$5.06K - $6.1K
|
310
$21.4K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-92- 1.94% |
$5.18K - $6.24K
|
4.64K
$320K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-105Closed |
$5.91K - $7.12K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-108- 79.41% |
$6.08K - $7.32K
|
28
$1.93K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-114- 0.65% |
$6.41K - $7.73K
|
17.5K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-120Closed |
$6.75K - $8.14K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-123- 31.22% |
$6.92K - $8.34K
|
271
$18.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-142- 3.85% |
$7.99K - $9.63K
|
3.54K
$244K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-157- 3.03% |
$8.83K - $10.6K
|
5.02K
$346K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-164- 1.65% |
$9.23K - $11.1K
|
9.75K
$672K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-170Closed |
$9.56K - $11.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-172Closed |
$9.68K - $11.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-172- 0.15% |
$9.68K - $11.7K
|
112K
$7.71M
|