Purchases and Sales Made in Q3 2021 in Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.2K+ 209.03% |
$1.58M - $1.66M
|
32.9K
$2.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.9K+ 4.55% |
$1.48M - $1.56M
|
480K
$33.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.8K+ 6.92% |
$1.47M - $1.55M
|
321K
$22.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
20.4KNew |
$1.45M - $1.52M
|
20.4K
$1.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.2K+ 45.91% |
$1.43M - $1.51M
|
64.2K
$4.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.7K+ 0.64% |
$1.4M - $1.48M
|
3.09M
$216M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
19.3K+ 2.17% |
$1.37M - $1.45M
|
912K
$63.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19.2K+ 57.05% |
$1.36M - $1.44M
|
52.8K
$3.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
15.8KNew |
$1.12M - $1.18M
|
15.8K
$1.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.8K+ 291.48% |
$1.05M - $1.1M
|
19.8K
$1.38M
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
14.7K+ 2.53% |
$1.04M - $1.1M
|
594K
$41.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
14.6K+ 5.31% |
$1.04M - $1.09M
|
290K
$20.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.6K+ 25.75% |
$1.04M - $1.09M
|
71.5K
$4.99M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13.1KNew |
$926K - $976K
|
13.1K
$912K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
12.5K+ 12.96% |
$886K - $934K
|
109K
$7.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5K+ 11.24% |
$885K - $933K
|
123K
$8.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$800K - $843K
|
11.3K
$787K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
11K+ 19.36% |
$778K - $820K
|
67.6K
$4.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.8K+ 3.38% |
$766K - $807K
|
330K
$23M
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
10.6K+ 4.56% |
$753K - $793K
|
243K
$17M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.73KNew |
$690K - $727K
|
9.73K
$679K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.47K+ 10.22% |
$672K - $708K
|
102K
$7.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.4K+ 2.04% |
$667K - $703K
|
470K
$32.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.35KNew |
$664K - $699K
|
9.35K
$653K
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
9.24K+ 5.96% |
$656K - $691K
|
164K
$11.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.15KNew |
$650K - $684K
|
9.15K
$639K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.98K+ 8.94% |
$637K - $671K
|
109K
$7.64M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
8.95KNew |
$635K - $669K
|
8.95K
$625K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.75K+ 25.3% |
$621K - $655K
|
43.4K
$3.03M
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
8.75K+ 85.46% |
$621K - $655K
|
19K
$1.33M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.69K+ 47.48% |
$617K - $650K
|
27K
$1.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.66K+ 90.82% |
$615K - $648K
|
18.2K
$1.27M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.38K+ 5.09% |
$595K - $627K
|
173K
$12.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.01K+ 3.7% |
$569K - $599K
|
225K
$15.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.92K+ 1.69% |
$562K - $592K
|
477K
$33.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
7.92K+ 2.31% |
$562K - $592K
|
350K
$24.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
7.9K+ 82.12% |
$560K - $590K
|
17.5K
$1.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.87K+ 13.36% |
$558K - $588K
|
66.7K
$4.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.78K+ 6.84% |
$552K - $582K
|
121K
$8.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
7.06K+ 1.71% |
$501K - $528K
|
420K
$29.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.04K+ 13.5% |
$500K - $527K
|
59.2K
$4.14M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
7.03K+ 13.49% |
$499K - $526K
|
59.1K
$4.13M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
6.95K+ 0.96% |
$493K - $520K
|
732K
$51.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.74K+ 2.81% |
$479K - $504K
|
247K
$17.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.71KNew |
$476K - $502K
|
6.71K
$469K
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.6K+ 25.68% |
$468K - $494K
|
32.3K
$2.26M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.5KNew |
$461K - $486K
|
6.5K
$454K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
6.49K+ 33.99% |
$461K - $486K
|
25.6K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.42K+ 4.17% |
$456K - $480K
|
161K
$11.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
6.26K+ 0.62% |
$445K - $468K
|
1.02M
$71M
|